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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
3176	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$400K	$0	1	0.34%	Maintained
3177	LGWM Litman Gregory Wealth Management Larkspur, California	$400K	-$99.3K	7	0.1%	Reduced
3178	ODG O'Dell Group Cincinnati, Ohio	$399K	+$10.7K	2	0.22%	Increased
3179	QCMA Quad Capital Management Advisors New York	$399K	-$861K	1	0.2%	Reduced
3180	IA IFG Advisors St. Louis, Missouri	$398K	+$397K	1	0.37%	New
3181	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$397K	$0	2	0.3%	Maintained
3182	CF Corrigan Financial Middletown, Rhode Island	$396K	+$28.9K	2	0.29%	Increased
3183	GPA Guidance Point Advisors Wellesley, Massachusetts	$395K	-$19.5K	1	0.22%	Reduced
3184	PWA Physician Wealth Advisors Midvale, Utah	$394K	+$353K	1	0.19%	New
3185	FSA Financial Sense Advisors San Diego, California	$392K	+$715	1	0.19%	Increased
3186	AIS AlphaOne Investment Services West Chester, Pennsylvania	$388K	-$909K	1	0.64%	Reduced
3187	FC Fairpointe Capital Chicago, Illinois	$387K	-$67.9K	1	0.02%	Reduced
3188	PCFFS Pacific Center for Financial Services San Ramon, California	$386K	$0	7	0.19%	Maintained
3189	Sageworth Trust Lancaster, Pennsylvania	$386K	-$23.5K	9	0.05%	Reduced
3190	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$385K	+$1.07K	1	0.26%	Increased
3191	TMC Trellus Management Company Delray Beach, Florida	$383K	+$29.7K	2	0.38%	Increased
3192	HCM Horrell Capital Management Little Rock, Arkansas	$382K	$0	5	0.18%	Maintained
3193	CM Capital Management Glen Allen, Virginia	$381K	$0	1	0.1%	Maintained
3194	PWS Paragon Wealth Strategies Jacksonville, Florida	$381K	-$12K	1	0.2%	Reduced
3195	SCM Stellar Capital Management Phoenix, Arizona	$381K	-$750K	1	0.25%	Reduced
3196	PCMC Private Capital Management (Colorado) Denver, Colorado	$376K	-$76.3K	2	0.26%	Reduced
3197	PCM Poehling Capital Management Madison, Wisconsin	$372K	-$7.1K	1	0.27%	Reduced
3198	VBFG Vishria Bird Financial Group Memphis, Tennessee	$372K	+$55.5K	1	0.43%	Increased
3199	EIA Eldridge Investment Advisors Manchester, New Hampshire	$367K	+$200K	2	0.19%	Increased
3200	LCM Lucas Capital Management Red Bank, New Jersey	$366K	+$31.3K	1	0.47%	Increased