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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
2801	CCFM Clear Creek Financial Management Silverdale, Washington	$1.33M	+$1.3M	3	0.57%	New
2802	WCM Windsor Capital Management Phoenix, Arizona	$1.33M	-$8.96K	3	0.61%	Reduced
2803	BLAM Bourne Lent Asset Management Pawling, New York	$1.32M	-$55.3K	3	0.64%	Reduced
2804	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$1.32M	-$108K	13	1.39%	Reduced
2805	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.32M	-$17.3K	2	0.84%	Reduced
2806	ESBC E.S. Barr & Co Lexington, Kentucky	$1.32M	-$147K	2	0.13%	Reduced
2807	PD Planning Directions Glen Mills, Pennsylvania	$1.32M	-$51K	1	1.34%	Reduced
2808	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$1.32M	-$17.2K	4	0.99%	Reduced
2809	LA LexAurum Advisors Overland Park, Kansas	$1.32M	+$180K	3	0.81%	Increased
2810	FNC First National Corp Rockland, Massachusetts	$1.31M	-$289K	3	0.54%	Reduced
2811	PO Private Ocean San Rafael, California	$1.31M	+$57.3K	9	0.35%	Increased
2812	SI Sensato Investors San Francisco, California	$1.31M	+$866K	1	0.4%	Increased
2813	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$1.31M	+$33.3K	4	1.2%	Increased
2814	WAG Winthrop Advisory Group Boston, Massachusetts	$1.3M	+$154K	3	0.54%	Increased
2815	FA FCG Advisors Chatham, New Jersey	$1.29M	+$124K	4	0.41%	Increased
2816	CHP Cable Hill Partners Portland, Oregon	$1.29M	-$210K	4	0.45%	Reduced
2817	AHC Anderson Hoagland & Co St Louis, Missouri	$1.29M	+$333K	1	0.8%	Increased
2818	QCMA Quad Capital Management Advisors New York	$1.28M	+$994K	1	0.61%	Increased
2819	WI Wedgewood Investors Erie, Pennsylvania	$1.27M	-$30.5K	3	1.82%	Reduced
2820	CWM Centric Wealth Management Chicago, Illinois	$1.27M	+$403K	4	1.11%	Increased
2821	ACM ADI Capital Management New York	$1.27M	+$1.21M	2	5.58%	New
2822	FGAM Financial Gravity Asset Management Lakeway, Texas	$1.27M	-$104K	22	1.04%	Reduced
2823	AWM AllSquare Wealth Management Albany, New York	$1.27M	+$54.7K	7	0.94%	Increased
2824	LFG LifePlan Financial Group Dayton, Ohio	$1.26M	$0	7	0.61%	Maintained
2825	HCM Hollencrest Capital Management Newport Beach, California	$1.26M	-$493K	3	0.16%	Reduced