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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
2626	Valmark Advisers Akron, Ohio	$302K	+$40.6K	1	0.01%	Increased
2627	EPP ETF Portfolio Partners Leawood, Kansas	$301K	-$128K	1	0.24%	Reduced
2628	DA DSC Advisors Chicago, Illinois	$300K	-$11.5K	1	0.18%	Reduced
2629	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$299K	$0	1	0.2%	Maintained
2630	CG Corundum Group Colorado Springs, Colorado	$296K	-$5.67K	1	0.48%	Reduced
2631	LWA Lenox Wealth Advisors New York	$294K	-$7.29K	7	0.09%	Reduced
2632	HRT Financial New York	$290K	+$306K	1	0.26%	New
2633	JPC Jackson Park Capital Alpine, Utah	$289K	-$842K	1	0.37%	Reduced
2634	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$289K	+$286K	1	0.22%	New
2635	TFO Tarbox Family Office Newport Beach, California	$289K	+$8.52K	13	0.19%	Increased
2636	Harvard Management Company Boston, Massachusetts	$288K	$0	1	0.05%	Maintained
2637	ACM Americafirst Capital Management Roseville, California	$287K	$0	3	0.24%	Maintained
2638	TCM TD Capital Management Memphis, Tennessee	$286K	-$3K	3	0.09%	Reduced
2639	SGS Sterling Global Strategies Carlsbad, California	$285K	-$149	1	1.06%	Reduced
2640	MFS McNamara Financial Services Marshfield, Massachusetts	$284K	-$1.32K	1	0.16%	Reduced
2641	DPA Delphi Private Advisors San Diego, California	$283K	-$48.7K	11	0.49%	Reduced
2642	NorthRock Partners Minneapolis, Minnesota	$282K	+$296K	1	0.12%	New
2643	RO Reservoir Operations New York	$281K	$0	1	0.33%	Maintained
2644	ZF Zhang Financial Portage, Michigan	$281K	+$2.39K	1	0.15%	Increased
2645	RWM Raffa Wealth Management Washington, District of Columbia	$279K	+$620	25	0.15%	Increased
2646	EM Endicott Management New York	$275K	-$889K	1	0.12%	Reduced
2647	EDRM Edmond de Rothschild (Monaco) Monaco	$274K	+$288K	2	0.24%	New
2648	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$274K	-$223K	1	0%	Reduced
2649	Sessa Capital New York	$274K	+$540K	1	0.06%	New
2650	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$274K	+$7.31K	1	0.23%	Increased