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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2576	Birch Hill Investment Advisors Boston, Massachusetts	$10.6M	+$87K	4	0.43%	Increased
2577	VFA Voya Financial Advisors Windsor, Connecticut	$10.6M	-$733K	9	0.93%	Reduced
2578	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$10.6M	-$483K	12	1.08%	Reduced
2579	OWM Orca Wealth Management New Port Richey, Florida	$10.6M	-$70.8K	6	6.34%	Reduced
2580	VNA Valley National Advisers Bethlehem, Pennsylvania	$10.6M	-$57.1K	26	1.17%	Reduced
2581	HWM Hohimer Wealth Management Seattle, Washington	$10.6M	+$1.06M	8	1.05%	Increased
2582	AW Alaethes Wealth Glenbrook, Nevada	$10.6M	+$1.27M	5	3.06%	Increased
2583	SSI Scott & Selber Inc Houston, Texas	$10.5M	-$33.9K	3	2.23%	Reduced
2584	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$10.5M	+$1.24M	13	4.02%	Increased
2585	USPCM Union Square Park Capital Management New York	$10.5M	+$4.85M	9	3.79%	Increased
2586	ACM Argyle Capital Management Center Valley, Pennsylvania	$10.5M	-$78.9K	3	3.03%	Reduced
2587	AFM Abbot Financial Management Andover, Massachusetts	$10.5M	+$800K	9	3.59%	Increased
2588	CAM Campion Asset Management Falls Church, Virginia	$10.5M	-$284K	3	6.4%	Reduced
2589	TCA Teewinot Capital Advisers New York	$10.5M	-$880K	1	0.76%	Reduced
2590	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$10.5M	-$68.2K	5	2.09%	Reduced
2591	PFG PAX Financial Group San Antonio, Texas	$10.4M	+$875K	5	1.55%	Increased
2592	BDWCC B&D White Capital Company Lakeway, Texas	$10.4M	+$11.1M	7	1.04%	New
2593	VWM Vertrix Wealth Management Troy, Michigan	$10.4M	+$1.21M	6	3.51%	Increased
2594	DIM Delta Investment Management San Francisco, California	$10.4M	-$476K	6	1.71%	Reduced
2595	M Mirova Paris, France	$10.4M	+$690K	1	0.38%	Increased
2596	WCM Weik Capital Management Wyomissing, Pennsylvania	$10.4M	+$27.1K	7	3.99%	Increased
2597	CPIM Cypress Point Investment Management Mill Valley, California	$10.4M	-$4.29M	1	1.88%	Reduced
2598	OWCM One Wealth Capital Management Scottsdale, Arizona	$10.4M	+$5.83M	11	2.92%	Increased
2599	RC RBO & Co Saint Helena, California	$10.4M	-$201K	1	1.65%	Reduced
2600	RA Rational Advisors Huntington, New York	$10.4M	+$475K	9	0.95%	Increased