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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
2751	AIA Arbor Investment Advisors Winston Salem, North Carolina	$393K	+$21.8K	1	0.21%	Increased
2752	TAM Tealwood Asset Management Minneapolis, Minnesota	$390K	+$132K	1	0.16%	Increased
2753	SBA Seven Bridges Advisors New York	$388K	-$1.14M	2	0.4%	Reduced
2754	CP Corbenic Partners Bethlehem, Pennsylvania	$385K	-$33.6K	5	0.41%	Reduced
2755	AC Avenir Corporation Alexandria, Virginia	$382K	$0	1	0.03%	Maintained
2756	PFC Poplar Forest Capital Pasadena, California	$379K	$0	1	0.03%	Maintained
2757	SLT St Louis Trust Saint Louis, Missouri	$379K	-$10.6K	1	0.18%	Reduced
2758	FPIS Financial Planning & Information Services De Pere, Wisconsin	$376K	$0	1	0.15%	Maintained
2759	Edgewood Management Greenwich, Connecticut	$373K	$0	1	0%	Maintained
2760	EP Elkhorn Partners Omaha, Nebraska	$372K	+$7.67K	1	0.23%	Increased
2761	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$371K	-$12.2M	1	0.02%	Reduced
2762	DVM Dreman Value Management West Palm Beach, Florida	$367K	-$1.45M	6	0.21%	Reduced
2763	ECM Engine Capital Management New York	$367K	+$377K	1	0.25%	New
2764	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$366K	-$80.4K	7	0.11%	Reduced
2765	DSN D. Scott Neal Lexington, Kentucky	$362K	+$74.8K	3	0.26%	Increased
2766	PCFFS Pacific Center for Financial Services San Ramon, California	$360K	+$347K	7	0.27%	New
2767	Cerity Partners New York	$356K	+$342K	1	0.49%	New
2768	QC QCM Cayman Houston, Texas	$356K	+$109K	1	0.7%	Increased
2769	Check Capital Management Costa Mesa, California	$353K	-$33.1K	1	0.03%	Reduced
2770	EEG E.E. Geduld	$351K	+$380K	1	0.2%	New
2771	GFG Gray Financial Group Atlanta, Georgia	$351K	-$44.2K	1	0.14%	Reduced
2772	SFG StrategIQ Financial Group Merrillville, Indiana	$348K	+$100K	1	0.17%	Increased
2773	RWM Raffa Wealth Management Washington, District of Columbia	$337K	+$28K	26	0.18%	Increased
2774	MFS McNamara Financial Services Marshfield, Massachusetts	$337K	+$2.19K	1	0.19%	Increased
2775	NPPM North Point Portfolio Managers Orange Village, Ohio	$337K	-$21.2K	1	0.06%	Reduced