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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	SHA Seneca House Advisors Richmond, Virginia	$1.05M	+$286K	2	0.99%	Increased
2777	CA Crewe Advisors Salt Lake City, Utah	$1.05M	+$45	6	0.33%	Increased
2778	VDBMI Van Den Berg Management I Austin, Texas	$1.05M	+$289K	1	0.15%	Increased
2779	MCM McRae Capital Management Morristown, New Jersey	$1.04M	-$305K	2	0.54%	Reduced
2780	AIS American Investment Services Great Barrington, Massachusetts	$1.04M	-$413K	2	0.37%	Reduced
2781	IP Isthmus Partners Madison, Wisconsin	$1.04M	-$83.9K	2	0.31%	Reduced
2782	AIA Alera Investment Advisors Deerfield, Illinois	$1.03M	+$1.14M	21	0.63%	New
2783	BLAM Bourne Lent Asset Management Pawling, New York	$1.03M	-$26.8K	3	0.61%	Reduced
2784	ACM Aviance Capital Management Sarasota, Florida	$1.03M	-$677K	2	0.15%	Reduced
2785	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$1.03M	+$1.03M	2	0.88%	New
2786	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$1.03M	+$115K	8	1.03%	Increased
2787	EWM Elmwood Wealth Management Berkeley, California	$1.02M	-$75.8K	6	0.99%	Reduced
2788	GWM GSB Wealth Management Guilford, Connecticut	$1.02M	-$491K	4	5.37%	Reduced
2789	JWM Janiczek Wealth Management Denver, Colorado	$1.02M	+$149K	3	0.52%	Increased
2790	FCA FLC Capital Advisors Palm Desert, California	$1.01M	+$1.09M	2	0.68%	New
2791	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1M	-$4.63M	2	0.33%	Reduced
2792	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$1M	-$7.88K	4	1.08%	Reduced
2793	CL CIM LLC Albany, New York	$999K	+$563K	3	0.44%	Increased
2794	EMB Elefante Mark B	$997K	-$5.66K	2	4.77%	Reduced
2795	NG Northstar Group New York	$994K	-$87.4K	3	0.51%	Reduced
2796	Obermeyer Wealth Partners Aspen, Colorado	$994K	-$363K	2	0.1%	Reduced
2797	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$990K	+$1.08M	10	0.58%	New
2798	Oaktree Capital Management Los Angeles, California	$985K	$0	1	0.02%	Maintained
2799	CAM Costello Asset Management Feasterville, Pennsylvania	$984K	+$1.12M	1	1.27%	New
2800	CG Corundum Group Colorado Springs, Colorado	$977K	+$1.11M	2	0.9%	New