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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
3076	PSC Prentiss Smith & Co Brattleboro, Vermont	$488K	-$11.7K	1	0.31%	Reduced
3077	FIG FundX Investment Group San Francisco, California	$486K	-$18.4K	1	0.16%	Reduced
3078	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$484K	$0	1	0.26%	Maintained
3079	MAP Moody Aldrich Partners Marblehead, Massachusetts	$478K	+$439K	2	0.13%	New
3080	PWM PRW Wealth Management Quincy, Massachusetts	$478K	-$70.1K	18	0.44%	Reduced
3081	AIA Arbor Investment Advisors Winston Salem, North Carolina	$477K	+$481K	1	0.15%	New
3082	WP Wedgewood Partners St Louis, Missouri	$476K	$0	1	0.03%	Maintained
3083	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$469K	-$624K	1	0.12%	Reduced
3084	TCM Towercrest Capital Management Newtown, Pennsylvania	$469K	+$6.16K	1	0.14%	Increased
3085	BC Brio Consultants San Francisco, California	$463K	+$2.31K	1	0.21%	Increased
3086	DCM Dynamic Capital Management St. Helier, Jersey	$463K	+$231K	2	1.67%	Increased
3087	LP LGL Partners Philadelphia, Pennsylvania	$462K	+$433K	1	0.18%	New
3088	VIMU Veritas Investment Management (UK) London, United Kingdom	$462K	-$860K	1	0.14%	Reduced
3089	JF JSF Financial Los Angeles, California	$461K	-$119K	1	0.51%	Reduced
3090	WCWM Willow Creek Wealth Management Sebastopol, California	$461K	$0	1	0.23%	Maintained
3091	SC Sasco Capital Fairfield, Connecticut	$458K	-$125K	1	0.04%	Reduced
3092	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$458K	+$462K	1	0.33%	New
3093	VIM Veritas Investment Management London, United Kingdom	$456K	-$165K	2	0.04%	Reduced
3094	TWM Tolleson Wealth Management Dallas, Texas	$455K	$0	1	0.31%	Maintained
3095	CA Cumberland Advisors Sarasota, Florida	$452K	+$423K	2	0.16%	New
3096	FPIS Financial Planning & Information Services De Pere, Wisconsin	$452K	$0	1	0.2%	Maintained
3097	AIA AIMZ Investment Advisors Los Altos, California	$448K	-$12.5K	2	0.31%	Reduced
3098	MF Manchester Financial Westlake Village, California	$448K	+$209K	2	0.22%	Increased
3099	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$448K	-$5.27K	2	0.23%	Reduced
3100	FAM Flaharty Asset Management Clearwater, Florida	$447K	-$10.4K	1	0.18%	Reduced