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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	SCA Sage Capital Advisors Sioux Falls, South Dakota	$321K	+$4.17K	1	0.24%	Increased
3127	FC Forte Capital Rochester, New York	$320K	-$2.03K	1	0.13%	Reduced
3128	PCM Poehling Capital Management Madison, Wisconsin	$317K	-$88.1K	1	0.31%	Reduced
3129	GAM Garrison Asset Management Fayetteville, Arkansas	$316K	-$156K	1	0.19%	Reduced
3130	ODG O'Dell Group Cincinnati, Ohio	$316K	+$750	2	0.23%	Increased
3131	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$312K	$0	2	0.3%	Maintained
3132	LFDLE La Financiere de L'Echiquier Paris, France	$312K	+$342K	1	0.06%	New
3133	SFG StrategIQ Financial Group Merrillville, Indiana	$312K	-$19K	2	0.11%	Reduced
3134	LC Lavaca Capital Houston, Texas	$311K	+$366K	9	0.31%	New
3135	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$308K	-$206K	1	0.25%	Reduced
3136	TI Telemetry Investments New York	$308K	+$246K	2	0.2%	Increased
3137	DIP DT Investment Partners Chadds Ford, Pennsylvania	$305K	-$3.08M	1	0.05%	Reduced
3138	Simon Quick Advisors Morristown, New Jersey	$305K	+$310K	3	0.11%	Increased
3139	PFA Pinnacle Family Advisors Springfield, Missouri	$304K	-$69.1K	1	0.2%	Reduced
3140	BA Bristol Advisors Conshohocken, Pennsylvania	$303K	+$377K	1	0.36%	New
3141	PP PDS Planning Dublin, Ohio	$300K	+$4.6K	3	0.26%	Increased
3142	PRC Pearl River Capital Niles, Michigan	$300K	+$348K	16	1.39%	New
3143	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$299K	-$205K	1	0.16%	Reduced
3144	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$298K	-$2.04M	1	0.09%	Reduced
3145	DSAM Dock Street Asset Management Palm Beach, Florida	$297K	+$85.7K	1	0.11%	Increased
3146	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$296K	-$69.4K	1	0.16%	Reduced
3147	SHJ Sharkey, Howes & Javer Denver, Colorado	$296K	+$26.6K	4	0.19%	Increased
3148	F Filament Seattle, Washington	$295K	-$121K	1	0.11%	Reduced
3149	PCFFS Pacific Center for Financial Services San Ramon, California	$293K	-$9.96K	7	0.16%	Reduced
3150	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$289K	-$369K	1	0.2%	Reduced