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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	LWM Lenox Wealth Management Cincinnati, Ohio	$1.1M	+$191K	4	0.79%	Increased
2577	TFF The Family Firm Bethesda, Maryland	$1.1M	+$8.96K	3	0.52%	Increased
2578	Arax Advisory Partners Denver, Colorado	$1.09M	+$79.8K	12	0.52%	Increased
2579	CL CIM LLC Albany, New York	$1.09M	-$29.8K	3	0.49%	Reduced
2580	DRD Dennis R. Delaney	$1.08M	-$101K	3	2.26%	Reduced
2581	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.08M	-$85.5K	2	0.3%	Reduced
2582	SIA Starfire Investment Advisers Southfield, Michigan	$1.07M	-$14.1K	3	0.58%	Reduced
2583	SA SL Advisors Westfield, New Jersey	$1.07M	+$16.8K	1	0.61%	Increased
2584	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$1.06M	-$12.2K	2	0.41%	Reduced
2585	SCP Syntal Capital Partners Midland, Texas	$1.06M	-$874K	2	0.88%	Reduced
2586	WA Wintergreen Advisers Mount Olive, New Jersey	$1.06M	$0	1	0.39%	Maintained
2587	BWP BSW Wealth Partners Boulder, Colorado	$1.05M	-$53.6K	1	0.52%	Reduced
2588	CI Cowen Inc New York	$1.04M	-$21.5K	2	0.05%	Reduced
2589	EGA E&G Advisors Houston, Texas	$1.03M	-$8.52K	2	0.53%	Reduced
2590	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.03M	-$1.03M	2	1.18%	Reduced
2591	HS Huntington Steele Oaks, Pennsylvania	$1.03M	+$16.7K	3	0.32%	Increased
2592	VCM Vigilant Capital Management Portland, Maine	$1.03M	+$48.3K	8	0.18%	Increased
2593	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$1.01M	+$165K	2	0.72%	Increased
2594	CHP Cable Hill Partners Portland, Oregon	$1M	-$111K	14	0.52%	Reduced
2595	VAM Verity Asset Management Durham, North Carolina	$1M	+$981K	3	0.83%	New
2596	BWA Burt Wealth Advisors North Bethesda, Maryland	$986K	-$181K	8	0.71%	Reduced
2597	IA Independence Advisors Wayne, Pennsylvania	$982K	-$18.1K	3	0.41%	Reduced
2598	QC QCM Cayman Houston, Texas	$981K	+$579K	2	0.18%	Increased
2599	KLI Kelman-Lazarov Inc Memphis, Tennessee	$978K	-$227K	1	0.63%	Reduced
2600	Hawk Ridge Capital Management Los Angeles, California	$977K	+$1.03M	1	0.44%	New