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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
2951	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$677K	+$3.8K	1	0.32%	Increased
2952	II Ibex Investors Denver, Colorado	$672K	+$93.4K	3	0.11%	Increased
2953	BFG Barber Financial Group Lenexa, Kansas	$670K	+$349K	2	0.14%	Increased
2954	NC Noked Capital Tel Aviv, Israel	$659K	+$728K	1	0.55%	New
2955	NI Noked Israel Ramat Hasharon, Israel	$659K	+$728K	1	0.55%	New
2956	IA Independence Advisors Wayne, Pennsylvania	$658K	-$227K	2	0.22%	Reduced
2957	SAS Stelac Advisory Services New York	$658K	+$122K	2	0.32%	Increased
2958	RGIA Rainier Group Investment Advisory Bellevue, Washington	$657K	+$42.8K	1	0.31%	Increased
2959	HCM Harvest Capital Management Concord, New Hampshire	$652K	-$226K	3	0.24%	Reduced
2960	SL Salomon & Ludwin Richmond, Virginia	$652K	+$642K	4	0.15%	New
2961	TCB Texas Capital Bancshares Dallas, Texas	$649K	-$88.3K	2	1.48%	Reduced
2962	WBG Wharton Business Group Malvern, Pennsylvania	$643K	$0	1	0.08%	Maintained
2963	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$641K	-$30.1K	11	0.4%	Reduced
2964	JFA JNBA Financial Advisors Bloomington, Minnesota	$635K	-$168K	8	0.14%	Reduced
2965	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$632K	-$45.5K	2	0.47%	Reduced
2966	DW Domani Wealth Lancaster, Pennsylvania	$628K	-$39.4K	2	0.29%	Reduced
2967	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$627K	$0	1	0.62%	Maintained
2968	TFCP Twin Focus Capital Partners Boston, Massachusetts	$615K	+$282K	1	0.28%	Increased
2969	MWP Moller Wealth Partners	$614K	+$367K	2	0.4%	Increased
2970	PWM Paulson Wealth Management Wheaton, Illinois	$611K	-$581K	3	0.5%	Reduced
2971	DCM Dimension Capital Management Coral Gables, Florida	$610K	-$440K	3	0.3%	Reduced
2972	MAM Marquette Asset Management Minneapolis, Minnesota	$610K	+$134K	2	0.23%	Increased
2973	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$608K	-$17.7K	1	0.38%	Reduced
2974	JMH J.M. Hartwell New York	$608K	-$278K	1	0.13%	Reduced
2975	BCP Berkeley Capital Partners Milton, Georgia	$604K	-$214K	1	0.34%	Reduced