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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
2651	MCF Advisors Covington, Kentucky	$1.24M	-$9.83K	10	0.22%	Reduced
2652	MIM Montgomery Investment Management Rockville, Maryland	$1.24M	-$3.82K	2	0.51%	Reduced
2653	LFG LifePlan Financial Group Dayton, Ohio	$1.24M	-$7.72K	7	0.67%	Reduced
2654	TIA Trust Investment Advisors Indianapolis, Indiana	$1.24M	+$3.51K	1	1.27%	Increased
2655	RSS Rosenblum Silverman Sutton San Francisco, California	$1.24M	+$30.1K	1	0.41%	Increased
2656	PVAM Pacific View Asset Management San Francisco, California	$1.24M	+$493K	1	0.98%	Increased
2657	PWM Paulson Wealth Management Wheaton, Illinois	$1.23M	+$21.9K	5	1.11%	Increased
2658	MCA Mercer Capital Advisers Little Silver, New Jersey	$1.23M	+$6.23K	6	0.82%	Increased
2659	BCA Benchmark Capital Advisors New York	$1.23M	-$57.2K	2	0.92%	Reduced
2660	CC Cannell Capital Alta, Wyoming	$1.23M	-$2.95M	1	0.33%	Reduced
2661	CAM Concorde Asset Management Ann Arbor, Michigan	$1.23M	-$510K	3	1.2%	Reduced
2662	DCM Dimension Capital Management Coral Gables, Florida	$1.22M	-$34.3K	4	0.59%	Reduced
2663	DA DSC Advisors Chicago, Illinois	$1.22M	+$331K	4	0.16%	Increased
2664	SSP Sapphire Star Partners Redmond, Washington	$1.21M	+$48.5K	3	1.21%	Increased
2665	PCM Portolan Capital Management Boston, Massachusetts	$1.21M	-$1.59M	1	0.12%	Reduced
2666	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$1.21M	+$24.7K	1	1.08%	Increased
2667	NF Nikulski Financial Bettendorf, Iowa	$1.21M	+$27.9K	2	1.12%	Increased
2668	MM Midas Management New York	$1.2M	$0	1	0.54%	Maintained
2669	BWM Baystate Wealth Management Boston, Massachusetts	$1.19M	-$40K	13	0.21%	Reduced
2670	SCI Stableford Capital II Scottsdale, Arizona	$1.19M	-$202K	3	0.78%	Reduced
2671	Miracle Mile Advisors Los Angeles, California	$1.18M	+$22.5K	2	0.11%	Increased
2672	SP SWS Partners Columbus, Ohio	$1.17M	+$75K	3	0.74%	Increased
2673	HCM HGI Capital Management New York	$1.17M	+$547K	3	0.81%	Increased
2674	PCP Proficio Capital Partners Newton, Massachusetts	$1.17M	-$34.4K	23	0.38%	Reduced
2675	WVP Worth Venture Partners Fort Lee, New Jersey	$1.17M	+$1.12M	3	0.88%	New