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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
3301	ODIJL One Day In July LLC Burlington, Vermont	$79K	+$98.4K	1	0.07%	New
3302	1NWS 1 North Wealth Services Annapolis, Maryland	$77K	+$87.3K	6	0.06%	New
3303	TCM TD Capital Management Memphis, Tennessee	$74K	-$17.6K	5	0.02%	Reduced
3304	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$71K	$0	1	0%	Maintained
3305	FAM Foresters Asset Management Toronto, Ontario, Canada	$67K	-$78.6K	1	0.04%	Reduced
3306	AWM Avondale Wealth Management West Lake Hills, Texas	$65K	-$5.03K	3	0.05%	Reduced
3307	IAS INR Advisory Services Media, Pennsylvania	$65K	+$71K	2	0.01%	New
3308	KCM Kempner Capital Management Galveston, Texas	$63K	-$3.27M	1	0.04%	Reduced
3309	WCM Wealthcare Capital Management Richmond, Virginia	$63K	$0	5	0.01%	Maintained
3310	OAJ Ogorek Anthony Joseph Williamsville, New York	$62K	+$1.76K	5	0.05%	Increased
3311	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$59K	$0	1	4.13%	Maintained
3312	TCS Texas Children's Houston, Texas	$59K	+$65.4K	2	0.08%	New
3313	CC Colrain Capital Boston, Massachusetts	$53K	-$2.13M	2	0.07%	Reduced
3314	AWA Artemis Wealth Advisors New York	$48.4K	$0	1	0.02%	Maintained
3315	EWA Evolution Wealth Advisors Aventura, Florida	$46K	+$54.5K	3	0.02%	New
3316	ZB Zions Bancorporation Salt Lake City, Utah	$45K	-$4.57M	4	0.03%	Reduced
3317	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$42K	-$1.23K	3	0.03%	Reduced
3318	RBC Roble Belko & Company Sewickley, Pennsylvania	$42K	$0	3	0.02%	Maintained
3319	VEA Virtus ETF Advisers New York	$39K	+$849	2	0.01%	Increased
3320	DMK David M. Knott	$35K	-$226K	1	0.02%	Reduced
3321	Harding Loevner Bridgewater, New Jersey	$34K	+$18.5K	1	0%	Increased
3322	NCM Next Capital Management New York	$34K	+$36.1K	2	0.03%	New
3323	SPL Smart Portfolios LLC Seattle, Washington	$33K	-$26.5K	3	0.03%	Reduced
3324	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$32K	-$1.5K	1	0%	Reduced
3325	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$30K	$0	1	0.01%	Maintained