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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
3151	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$443K	+$1.94K	6	0.26%	Increased
3152	VIM Veritas Investment Management London, United Kingdom	$443K	-$26.6K	2	0.04%	Reduced
3153	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$440K	+$3.65K	1	0.19%	Increased
3154	CFG CKW Financial Group Honolulu, Hawaii	$437K	+$205K	3	0.09%	Increased
3155	TWM Tolleson Wealth Management Dallas, Texas	$435K	$0	1	0.3%	Maintained
3156	CCM Crabel Capital Management Los Angeles, California	$432K	+$418K	1	0.24%	New
3157	NWM Northwest Wealth Management Spencer, Iowa	$425K	-$582K	1	0.34%	Reduced
3158	CPP Crow Point Partners Boston, Massachusetts	$422K	+$257K	2	0.07%	Increased
3159	BCM Bluefin Capital Management New York	$421K	-$615K	1	0.06%	Reduced
3160	KSCM Kamunting Street Capital Management Miami Beach, Florida	$420K	$0	1	0.41%	Maintained
3161	CC Cypress Capital Franklin, Tennessee	$419K	+$21.5K	1	0.19%	Increased
3162	LWA Lenox Wealth Advisors New York	$415K	+$131K	7	0.07%	Increased
3163	GPA Guidance Point Advisors Wellesley, Massachusetts	$412K	$0	1	0.23%	Maintained
3164	GCMG Gyroscope Capital Management Group Naples, Florida	$410K	-$7.36K	1	0.15%	Reduced
3165	HCM Horrell Capital Management Little Rock, Arkansas	$408K	$0	5	0.2%	Maintained
3166	LIM Loudon Investment Management West Lebanon, New Hampshire	$408K	-$103K	1	0.35%	Reduced
3167	Sageworth Trust Lancaster, Pennsylvania	$407K	-$149K	9	0.05%	Reduced
3168	B Bridgeworth Birmingham, Alabama	$405K	+$180K	2	0.15%	Increased
3169	LC Lavaca Capital Houston, Texas	$404K	-$487K	2	0.31%	Reduced
3170	SAM Security Asset Management New York	$404K	$0	1	0.26%	Maintained
3171	GAM Garrison Asset Management Fayetteville, Arkansas	$403K	-$21.7K	1	0.21%	Reduced
3172	PCFFS Pacific Center for Financial Services San Ramon, California	$402K	+$14.2K	7	0.21%	Increased
3173	TI Telemetry Investments New York	$400K	-$255K	1	0.31%	Reduced
3174	SP Summit Partners Boston, Massachusetts	$398K	$0	1	0.07%	Maintained
3175	ODG O'Dell Group Cincinnati, Ohio	$396K	+$8.84K	2	0.24%	Increased