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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	CIG Cairn Investment Group Vancouver, Washington	$800K	+$820K	2	0.79%	New
3177	CG Corundum Group Colorado Springs, Colorado	$800K	+$226K	3	0.84%	Increased
3178	OMIC Old Mission Investment Co Traverse City, Michigan	$799K	+$264K	3	0.72%	Increased
3179	FPFS First Personal Financial Services Charlotte, North Carolina	$798K	-$879K	12	0.26%	Reduced
3180	PFA Pettinga Financial Advisors Evansville, Indiana	$798K	-$32.2K	2	0.43%	Reduced
3181	MA MANA Advisors New York	$793K	-$636K	3	2.64%	Reduced
3182	SL Stevard LLC Chicago, Illinois	$793K	+$809K	3	0.5%	New
3183	Foundations Investment Advisors Phoenix, Arizona	$791K	-$81.4K	3	0.1%	Reduced
3184	PG Prostatis Group Hanover, Maryland	$784K	+$791K	2	0.71%	New
3185	TCM Tuttle Capital Management Riverside, Connecticut	$784K	-$10.2M	1	0.3%	Reduced
3186	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$781K	+$795K	1	0.7%	New
3187	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$781K	+$240K	2	0.41%	Increased
3188	IA Independence Advisors Wayne, Pennsylvania	$781K	-$42.4K	3	0.19%	Reduced
3189	OIM Opus Investment Management Worcester, Massachusetts	$779K	$0	1	0.13%	Maintained
3190	World Investment Advisors Santa Barbara, California	$779K	-$85.9K	3	0.3%	Reduced
3191	ME McIlrath & Eck Arlington, Washington	$777K	+$41.3K	11	0.37%	Increased
3192	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$776K	$0	5	2.37%	Maintained
3193	SFG StrategIQ Financial Group Merrillville, Indiana	$776K	+$274K	3	0.2%	Increased
3194	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$775K	-$439K	2	0.52%	Reduced
3195	FWCM First Western Capital Management Los Angeles, California	$774K	$0	3	12.29%	Maintained
3196	ACM Armbruster Capital Management Pittsford, New York	$773K	+$105K	3	0.3%	Increased
3197	CA Centerpoint Advisors Needham, Massachusetts	$769K	-$11.8K	9	0.57%	Reduced
3198	CF Copperwynd Financial Scottsdale, Arizona	$765K	$0	2	0.41%	Maintained
3199	DLG Daniel L. Goodwin	$762K	-$31K	1	0.33%	Reduced
3200	ICM Islay Capital Management Lubbock, Texas	$754K	+$761K	5	0.72%	New