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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
2926	FFO Fiduciary Family Office Boca Raton, Florida	$7.95M	+$218K	6	1.99%	Increased
2927	CF Carlson Financial Canby, Oregon	$7.95M	+$1.5M	12	4.06%	Increased
2928	CAWM Capital Advisors Wealth Management Yakima, Washington	$7.95M	+$380K	8	0.93%	Increased
2929	LI LMCG Investments Boston, Massachusetts	$7.95M	+$3.76M	4	0.43%	Increased
2930	RAM Riggs Asset Management Dallas, Pennsylvania	$7.94M	-$10.6M	5	1.42%	Reduced
2931	NWMG National Wealth Management Group Cincinnati, Ohio	$7.94M	-$1.33M	10	2.45%	Reduced
2932	MA Modus Advisors Excelsior, Minnesota	$7.93M	+$2.46M	3	1.96%	Increased
2933	WC Westwind Capital Las Cruces, New Mexico	$7.93M	+$2.09M	1	1.88%	Increased
2934	CL CIM LLC Albany, New York	$7.93M	+$4.21M	5	1.03%	Increased
2935	TLCM Twin Lakes Capital Management Redwood Shores, California	$7.92M	-$112K	8	3.03%	Reduced
2936	Bracebridge Capital LLC Boston, Massachusetts	$7.92M	+$7.87M	1	0.14%	New
2937	CMI Clare Market Investments Dallas, Texas	$7.91M	-$1.81M	9	1.44%	Reduced
2938	NME Notis-McConarty Edward	$7.91M	-$497K	1	3.42%	Reduced
2939	AOWM Alpha Omega Wealth Management Richmond, Virginia	$7.9M	-$919	5	1.2%	Reduced
2940	SGI Swan Global Investments Durango, Colorado	$7.89M	+$7.93M	3	0.23%	Increased
2941	TGAM TBH Global Asset Management Brentwood, Tennessee	$7.89M	+$137K	8	1.45%	Increased
2942	CIEC Crédit Industriel et Commercial Paris France, France	$7.88M	-$687K	2	0.51%	Reduced
2943	OC Oarsman Capital Milwaukee, Wisconsin	$7.88M	-$2.86M	11	0.83%	Reduced
2944	CAIM Catherine Avery Investment Management Longboat Key, Florida	$7.87M	+$4.63M	6	3.44%	Increased
2945	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$7.87M	+$12.5K	5	2.62%	Increased
2946	ESC Eurizon SLJ Capital London,	$7.86M	+$4.35M	5	2.9%	Increased
2947	SIAG Safeguard Investment Advisory Group Corona, California	$7.86M	+$3.79M	9	1.81%	Increased
2948	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$7.85M	+$37.8K	7	1.48%	Increased
2949	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$7.84M	+$1.49M	8	1.14%	Increased
2950	MFC Mechanics Financial Corp Mansfield, Ohio	$7.84M	+$468K	12	2.8%	Increased