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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
2676	HAM Harmony Asset Management Scottsdale, Arizona	$9.66M	+$33.2K	8	2.59%	Increased
2677	DA Dillon & Associates Jackson, Michigan	$9.64M	+$385K	5	1.18%	Increased
2678	CIM Corbyn Investment Management Lutherville, Maryland	$9.64M	-$7.15K	1	2.78%	Reduced
2679	Akuna Securities Chicago, Illinois	$9.64M	+$9.58M	1	0.03%	New
2680	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$9.63M	+$653K	10	0.95%	Increased
2681	SLT St Louis Trust Saint Louis, Missouri	$9.61M	-$974K	2	1.1%	Reduced
2682	FCCM First City Capital Management Savannah, Georgia	$9.61M	-$21.5K	10	4.68%	Reduced
2683	Klingman & Associates New York	$9.61M	+$603K	13	0.41%	Increased
2684	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$9.61M	+$924K	6	3.78%	Increased
2685	RIA Realta Investment Advisors Wilmington, Delaware	$9.61M	+$442K	7	2.99%	Increased
2686	DA DCM Advisors New York	$9.61M	+$259K	2	3.79%	Increased
2687	KLWA Kelly Lawrence W & Associates Pasadens, California	$9.61M	-$614K	7	2.05%	Reduced
2688	VC Veracity Capital Atlanta, Georgia	$9.58M	-$397K	13	2.59%	Reduced
2689	FPB First PREMIER Bank Sioux Falls, South Dakota	$9.57M	+$267K	12	1.55%	Increased
2690	JE JMAC Enterprises Newtown, Pennsylvania	$9.57M	+$6.21M	6	1.61%	Increased
2691	CAM Costello Asset Management Feasterville, Pennsylvania	$9.56M	+$3.31M	26	2.87%	Increased
2692	AC Aristides Capital Louisville, Kentucky	$9.56M	-$2.71M	7	1.86%	Reduced
2693	NFG Northbridge Financial Group Tampa, Florida	$9.56M	+$1.86M	9	3.67%	Increased
2694	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$9.56M	+$31.5K	6	2.36%	Increased
2695	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$9.54M	-$400K	8	1.89%	Reduced
2696	SIC Shoker Investment Counsel Oxford, Ohio	$9.54M	+$1.43M	5	2.39%	Increased
2697	NF Nvest Financial Portsmouth, New Hampshire	$9.53M	+$542K	5	3.01%	Increased
2698	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$9.52M	+$371K	3	1.18%	Increased
2699	PGFG Pine Grove Financial Group Woodbury, Minnesota	$9.5M	+$1.73M	5	0.96%	Increased
2700	FWM Foguth Wealth Management Brighton, Michigan	$9.49M	+$4.34M	5	1.08%	Increased