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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
2701	RSS Rosenblum Silverman Sutton San Francisco, California	$1.08M	$0	1	0.37%	Maintained
2702	LC Landaas & Company Milwaukee, Wisconsin	$1.08M	+$460K	7	0.86%	Increased
2703	PNAA Pictet North America Advisors Geneva 73, Switzerland	$1.08M	-$10.7K	3	0.16%	Reduced
2704	RHFI Reilly Herbert Faulkner III	$1.08M	$0	2	0.59%	Maintained
2705	EMB Elefante Mark B	$1.07M	+$12.5K	2	5.13%	Increased
2706	IHL Investment House LLC Redondo Beach, California	$1.07M	-$46.2K	3	0.12%	Reduced
2707	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$1.06M	+$6.23K	2	0.93%	Increased
2708	LFS Legacy Financial Strategies Overland Park, Kansas	$1.05M	+$32.7K	2	0.94%	Increased
2709	RCG Ruggie Capital Group Tavares, Florida	$1.05M	+$569	8	0.53%	Increased
2710	FBT First Bank & Trust Brookings, South Dakota	$1.04M	+$123K	7	0.8%	Increased
2711	SAS Stelac Advisory Services New York	$1.04M	+$189K	2	0.29%	Increased
2712	TDC Thompson Davis & Co Richmond, Virginia	$1.04M	-$55.8K	15	2.47%	Reduced
2713	Miracle Mile Advisors Los Angeles, California	$1.04M	-$14.4K	2	0.1%	Reduced
2714	CGL Clarius Group LLC Seattle, Washington	$1.03M	+$312K	3	0.43%	Increased
2715	NWM Northwest Wealth Management Spencer, Iowa	$1.03M	-$3.54K	8	0.78%	Reduced
2716	HCM HM Capital Management Clayton, Missouri	$1.02M	+$43.7K	2	0.79%	Increased
2717	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.02M	+$3.67K	4	0.27%	Increased
2718	MM Midas Management New York	$1.02M	$0	1	0.48%	Maintained
2719	PA Probity Advisors Dallas, Texas	$1.02M	+$23.2K	2	0.36%	Increased
2720	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.01M	-$12.7K	7	0.49%	Reduced
2721	WCM Weatherstone Capital Management Denver, Colorado	$1.01M	-$53.1K	3	0.81%	Reduced
2722	RC Reik & Co New York	$1.01M	-$15.5K	1	0.31%	Reduced
2723	NWS Newport Wealth Strategies Irvine, California	$1M	-$619K	2	1.16%	Reduced
2724	SIA Starfire Investment Advisers Southfield, Michigan	$1M	+$133	3	0.51%	Increased
2725	TFO Tarbox Family Office Newport Beach, California	$1M	-$120K	13	0.39%	Reduced