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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	DRW Securities Chicago, Illinois	$418K	+$453K	1	0.07%	New
2752	ACM AUA Capital Management Camp Hill, Pennsylvania	$417K	-$771K	5	0.42%	Reduced
2753	FSCM Front Street Capital Management Missoula, Montana	$415K	+$158K	2	0.17%	Increased
2754	ACP Aveo Capital Partners Englewood, Colorado	$412K	-$1.82M	2	0.15%	Reduced
2755	JWM Janiczek Wealth Management Denver, Colorado	$412K	-$6.29K	1	0.24%	Reduced
2756	IF IRON Financial Northbrook, Illinois	$411K	-$20.8K	1	0.3%	Reduced
2757	TCCM Timber Creek Capital Management Boston, Massachusetts	$411K	-$33.2K	7	0.31%	Reduced
2758	HCM Horrell Capital Management Little Rock, Arkansas	$408K	$0	5	0.25%	Maintained
2759	RVPG Relative Value Partners Group	$405K	+$30.1K	1	0.05%	Increased
2760	PS Portfolio Solutions Royal Oak, Michigan	$404K	+$189K	5	0.06%	Increased
2761	FPIS Financial Planning & Information Services De Pere, Wisconsin	$403K	$0	1	0.15%	Maintained
2762	AEPG American Economic Planning Group Warren, New Jersey	$400K	-$7.38K	1	0.16%	Reduced
2763	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$400K	-$3.04K	1	0.07%	Reduced
2764	SA Springowl Associates New York	$399K	+$406K	1	0.4%	New
2765	PA Planning Alternatives Birmingham, Michigan	$393K	-$25K	1	0.08%	Reduced
2766	MFS McNamara Financial Services Marshfield, Massachusetts	$386K	+$2.9K	1	0.2%	Increased
2767	SFG StrategIQ Financial Group Merrillville, Indiana	$386K	+$59.2K	1	0.18%	Increased
2768	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$385K	+$19.1K	7	0.13%	Increased
2769	DSAM Dock Street Asset Management Palm Beach, Florida	$382K	-$16.1K	1	0.18%	Reduced
2770	Edgewood Management Greenwich, Connecticut	$382K	$0	1	0%	Maintained
2771	Old Mission Capital Chicago, Illinois	$381K	+$380K	1	0.04%	New
2772	HCM HM Capital Management Clayton, Missouri	$377K	-$60.2K	1	0.36%	Reduced
2773	AIA Arbor Investment Advisors Winston Salem, North Carolina	$371K	+$434	1	0.19%	Increased
2774	AFA Abacus FCF Advisors Orlando, Florida	$368K	+$113K	3	3.04%	Increased
2775	CRCP Copper Rock Capital Partners Boston, Massachusetts	$368K	-$401K	1	0.02%	Reduced