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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
3026	OIM Opus Investment Management Worcester, Massachusetts	$600K	$0	1	0.12%	Maintained
3027	SMH Sanders Morris Harris Houston, Texas	$600K	+$599K	2	0.29%	New
3028	PTC Provident Trust Company Waukesha, Wisconsin	$599K	+$30K	1	0.02%	Increased
3029	ER Enlightenment Research Miami, Florida	$597K	-$837K	2	1.16%	Reduced
3030	CA Continuum Advisory Eagle, Idaho	$596K	-$491K	2	0.45%	Reduced
3031	Foundations Investment Advisors Phoenix, Arizona	$587K	+$235K	3	0.1%	Increased
3032	GCIA Gabelli & Co Investment Advisers Rye, New York	$586K	-$697K	2	0.08%	Reduced
3033	JC JBF Capital Aspen, Colorado	$586K	$0	1	0.1%	Maintained
3034	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$584K	-$22.4M	1	0.06%	Reduced
3035	TC TradeLink Capital Chicago, Illinois	$584K	+$537K	2	3.1%	New
3036	BWP BSW Wealth Partners Boulder, Colorado	$577K	-$10.1K	2	0.23%	Reduced
3037	BSG Black Swift Group Boulder, Colorado	$572K	+$572K	1	0.8%	Increased
3038	EWM Elite Wealth Management Kirkland, Washington	$571K	-$2.69K	1	1.06%	Reduced
3039	BHTS Bar Harbor Trust Services Ellsworth, Maine	$570K	+$28.6K	2	0.32%	Increased
3040	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$570K	+$125K	1	0.49%	Increased
3041	NFG Nadler Financial Group Deerfield, Illinois	$567K	+$47.4K	2	0.18%	Increased
3042	W WealthOne Albany, New York	$566K	-$660K	1	0.64%	Reduced
3043	KA Kintegral Advisory New York	$563K	+$283K	1	0.12%	Increased
3044	HI Harrington Investments Napa, California	$554K	$0	1	0.48%	Maintained
3045	NC NewSquare Capital Newtown Square, Pennsylvania	$551K	-$2K	6	0.11%	Reduced
3046	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$547K	-$48.1K	1	0.35%	Reduced
3047	TF Trek Financial Scottsdale, Arizona	$547K	+$352K	2	0.1%	Increased
3048	GA Geller Advisors New York	$546K	+$17.6K	1	0.22%	Increased
3049	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$546K	+$254K	28	0.5%	Increased
3050	MCM Marathon Capital Management Hunt Valley, Maryland	$542K	$0	1	0.24%	Maintained