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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
2776	EP Elkhorn Partners Omaha, Nebraska	$322K	$0	1	0.2%	Maintained
2777	TAM Tealwood Asset Management Minneapolis, Minnesota	$321K	+$128K	1	0.12%	Increased
2778	PFC Poplar Forest Capital Pasadena, California	$310K	-$14.4K	1	0.03%	Reduced
2779	LI LVZ Inc Holland, Michigan	$309K	$0	1	0.11%	Maintained
2780	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$309K	-$212K	1	0.21%	Reduced
2781	GG GenWealth Group Maplewood, New Jersey	$308K	+$302K	1	0.21%	New
2782	HA Harbor Advisors West Palm Beach, Florida	$303K	$0	1	0.12%	Maintained
2783	LYV Live Your Vision West Conshohocken, Pennsylvania	$303K	-$19.5K	6	0.11%	Reduced
2784	ACR Alpine Capital Research St. Louis, Missouri	$301K	+$325K	1	0.03%	New
2785	SLT St Louis Trust Saint Louis, Missouri	$300K	$0	1	0.14%	Maintained
2786	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$297K	$0	1	0.03%	Maintained
2787	NPPM North Point Portfolio Managers Orange Village, Ohio	$282K	$0	1	0.05%	Maintained
2788	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$279K	-$11.2K	3	0.2%	Reduced
2789	DA DSC Advisors Chicago, Illinois	$275K	+$3.02K	1	0.09%	Increased
2790	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$272K	+$78.2K	1	0.13%	Increased
2791	CG Corundum Group Colorado Springs, Colorado	$271K	+$29.7K	1	0.6%	Increased
2792	DIP DT Investment Partners Chadds Ford, Pennsylvania	$270K	+$264K	1	0.05%	New
2793	SFA Stewardship Financial Advisors Stockbridge, Georgia	$270K	-$9.87K	1	0.16%	Reduced
2794	PFM Phillips Financial Management Fort Wayne, Indiana	$269K	+$303K	1	0.06%	New
2795	Element Capital Management New York	$268K	+$295K	1	0.05%	New
2796	ML McAdam LLC Philadelphia, Pennsylvania	$268K	+$265K	1	0.22%	New
2797	MGAM McGowan Group Asset Management Dallas, Texas	$265K	-$6.72K	1	0.05%	Reduced
2798	SJIC St. James Investment Company Southlake, Texas	$265K	+$277K	1	0.03%	New
2799	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$264K	$0	1	0.12%	Maintained
2800	Miracle Mile Advisors Los Angeles, California	$264K	-$149K	1	0.05%	Reduced