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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
3126	EWM Evermay Wealth Management Arlington, Virginia	$6.81M	-$280K	21	0.7%	Reduced
3127	P8IP Pier 88 Investment Partners San Francisco, California	$6.81M	+$2.14M	6	1.62%	Increased
3128	EM Excalibur Management Waltham, Massachusetts	$6.81M	+$20.6K	6	2.24%	Increased
3129	LBC Leigh Baldwin & Co Cazenovia, New York	$6.81M	+$699K	7	3.67%	Increased
3130	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$6.8M	+$254K	23	1.38%	Increased
3131	KCM Knoll Capital Management Miami, Florida	$6.8M	$0	2	3.17%	Maintained
3132	LWM Liberty Wealth Management Oakland, California	$6.79M	$0	7	0.85%	Maintained
3133	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$6.78M	-$184K	10	0.38%	Reduced
3134	G GenTrust Miami, Florida	$6.78M	-$2.02M	5	0.26%	Reduced
3135	WFS Widmann Financial Services Bowie, Maryland	$6.78M	-$117K	5	3.64%	Reduced
3136	QFW QTR Family Wealth Lake Mary, Florida	$6.77M	-$338K	9	2.36%	Reduced
3137	NIM Nexus Investment Management Toronto, Ontario, Canada	$6.77M	-$47.5K	2	0.88%	Reduced
3138	BP Broadleaf Partners Hudson, Ohio	$6.77M	-$4.14M	2	1.31%	Reduced
3139	PTFIS Pekao Towarzystwo Funduszy Inwestycyjnych SA Warsaw,	$6.76M	-$3.08M	4	4.3%	Reduced
3140	BA BCM Advisors Lafayette, Louisiana	$6.76M	+$153K	3	1.32%	Increased
3141	EC Enhancing Capital Harrisburg, Pennsylvania	$6.74M	+$261K	6	4.64%	Increased
3142	IIM Ipswich Investment Management Beverly, Massachusetts	$6.74M	-$2.39M	4	1.42%	Reduced
3143	OFS OMC Financial Services Dewitt, New York	$6.74M	+$1.2M	3	2.23%	Increased
3144	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$6.74M	+$1.23M	10	4.56%	Increased
3145	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$6.73M	+$450K	9	0.79%	Increased
3146	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$6.73M	-$874K	47	0.34%	Reduced
3147	NFGCM Norman Fields Gottscho Capital Management New York	$6.73M	-$115K	5	2.04%	Reduced
3148	FCG Fielder Capital Group Nashville, Tennessee	$6.73M	+$690K	10	1.46%	Increased
3149	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$6.72M	+$768K	13	0.39%	Increased
3150	RWM Revisor Wealth Management Akron, Ohio	$6.72M	-$370K	8	1.61%	Reduced