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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	FMA FNY Managed Accounts New York	$376K	+$188K	14	0.49%	Increased
2752	CW Cabot-Wellington Boston, Massachusetts	$374K	$0	1	0.22%	Maintained
2753	RWM Raffa Wealth Management Washington, District of Columbia	$373K	-$2.78K	6	0.15%	Reduced
2754	LI LVZ Inc Holland, Michigan	$370K	$0	1	0.12%	Maintained
2755	SMH Sanders Morris Harris Houston, Texas	$361K	-$33.5K	1	0.15%	Reduced
2756	Mesirow Financial Investment Management Chicago, Illinois	$355K	-$88.9K	1	1.67%	Reduced
2757	DBG De Burlo Group Boston, Massachusetts	$353K	$0	1	0.08%	Maintained
2758	GCMG Gyroscope Capital Management Group Naples, Florida	$351K	-$11.1M	1	0.18%	Reduced
2759	WCM Wallace Capital Management Dallas, Texas	$348K	$0	1	0.06%	Maintained
2760	CP Corbenic Partners Bethlehem, Pennsylvania	$346K	+$16.2K	6	0.46%	Increased
2761	HA Harbor Advisors West Palm Beach, Florida	$343K	$0	1	0.13%	Maintained
2762	Sentry Investments Toronto, Ontario, Canada	$339K	-$14.5M	1	0%	Reduced
2763	SHJ Sharkey, Howes & Javer Denver, Colorado	$339K	+$86.1K	5	0.18%	Increased
2764	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$336K	+$339K	3	0.31%	New
2765	GG GenWealth Group Maplewood, New Jersey	$327K	$0	1	0.2%	Maintained
2766	AEPG American Economic Planning Group Warren, New Jersey	$326K	+$4.96K	1	0.12%	Increased
2767	BO Bach Option Wanchai, Hong Kong	$324K	+$97K	1	0.23%	Increased
2768	SVCP Silicon Valley Capital Partners San Jose, California	$317K	+$1.86K	1	0.22%	Increased
2769	TIM Total Investment Management Scottsdale, Arizona	$317K	-$246K	1	0.11%	Reduced
2770	WP Wedgewood Partners St Louis, Missouri	$317K	$0	1	0.01%	Maintained
2771	BIMC Benson Investment Management Company Roanoke, Virginia	$316K	-$1.89M	3	0.26%	Reduced
2772	FSCM Front Street Capital Management Missoula, Montana	$316K	$0	1	0.12%	Maintained
2773	Handelsbanken Fonder Stockholm, Sweden	$314K	+$291K	1	0.01%	New
2774	ML McAdam LLC Philadelphia, Pennsylvania	$310K	+$9.55K	1	0.22%	Increased
2775	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$308K	$0	1	0.03%	Maintained