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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
2826	TP Tranquility Partners Brentwood, Tennessee	$1.26M	+$1.26M	2	1.36%	New
2827	AAIM American Assets Investment Management San Diego, California	$1.25M	$0	1	0.2%	Maintained
2828	AIS AlphaOne Investment Services West Chester, Pennsylvania	$1.25M	-$920K	3	0.97%	Reduced
2829	MCM McRae Capital Management Morristown, New Jersey	$1.25M	+$10.2K	2	0.5%	Increased
2830	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.25M	-$55.6K	1	0.88%	Reduced
2831	AC Addison Capital Conshohocken, Pennsylvania	$1.24M	+$930K	3	0.87%	Increased
2832	WA Wealth Architects Mountain View, California	$1.23M	+$24.6K	4	0.37%	Increased
2833	PIMG Patriot Investment Management Group Knoxville, Tennessee	$1.23M	+$80.6K	4	0.17%	Increased
2834	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$1.23M	$0	1	1.04%	Maintained
2835	NF Nikulski Financial Bettendorf, Iowa	$1.23M	-$78.2K	2	1.04%	Reduced
2836	PI Pachira Investments Dana Point, California	$1.22M	+$134K	1	1.36%	Increased
2837	CA Crewe Advisors Salt Lake City, Utah	$1.22M	-$27.2K	9	0.4%	Reduced
2838	NG Northstar Group New York	$1.22M	-$30.7K	3	0.51%	Reduced
2839	BWM Baystate Wealth Management Boston, Massachusetts	$1.21M	+$20.4K	13	0.16%	Increased
2840	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.21M	+$53.4K	10	0.25%	Increased
2841	AC Avestar Capital New York	$1.21M	-$21.7K	15	0.77%	Reduced
2842	BCFA BP Capital Fund Advisors Dallas, Texas	$1.2M	-$301K	1	0.89%	Reduced
2843	PL Polianta Ltd St Helier, Jersey	$1.2M	+$1M	1	0.52%	New
2844	EWM Elmwood Wealth Management Berkeley, California	$1.2M	-$3.75K	5	1.06%	Reduced
2845	KLCM KG&L Capital Management Saint Francisville, Louisiana	$1.2M	+$271K	2	1.14%	Increased
2846	BIA BHK Investment Advisors Birmingham, Alabama	$1.19M	-$174K	3	0.68%	Reduced
2847	MCA Mercer Capital Advisers Little Silver, New Jersey	$1.18M	$0	6	0.77%	Maintained
2848	WP WealthShield Partners Cary, North Carolina	$1.18M	+$19.1K	2	0.69%	Increased
2849	STB S&T Bank Indiana, Pennsylvania	$1.18M	-$21.1K	1	0.26%	Reduced
2850	SSG Summit Securities Group New York	$1.18M	-$1.41M	2	0.14%	Reduced