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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
3326	RMSCM R.M. Sincerbeaux Capital Management New York	$118K	+$111K	1	0.1%	New
3327	BBL Beck Bode LLC Dedham, Massachusetts	$116K	-$4.72M	1	0.06%	Reduced
3328	CPP Crow Point Partners Boston, Massachusetts	$115K	+$109K	1	0.02%	New
3329	IG Ithaka Group Arlington, Virginia	$115K	-$4.38K	1	0.02%	Reduced
3330	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$114K	+$3.67K	1	0.11%	Increased
3331	HR Hardy Reed Tupelo, Mississippi	$109K	-$4.1K	1	0.04%	Reduced
3332	ZIG Zuckerman Investment Group Chicago, Illinois	$107K	-$4K	1	0.03%	Reduced
3333	BFPW BOK Financial Private Wealth Denver, Colorado	$105K	+$98.8K	1	0.01%	New
3334	LPC Loeb Partners Corp New York	$105K	-$1.49M	3	2.16%	Reduced
3335	TCM TD Capital Management Memphis, Tennessee	$105K	+$11.3K	5	0.02%	Increased
3336	1NWS 1 North Wealth Services Annapolis, Maryland	$104K	+$7.35K	6	0.07%	Increased
3337	CC Cornerstone Capital Palo Alto, California	$102K	-$8.8K	1	0.02%	Reduced
3338	MA MYDA Advisors Woodmere, New York	$98K	$0	1	0.05%	Maintained
3339	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$86K	$0	1	0%	Maintained
3340	AWM Avondale Wealth Management West Lake Hills, Texas	$81K	+$3.85K	3	0.06%	Increased
3341	WCM Wealthcare Capital Management Richmond, Virginia	$75K	-$330	5	0.01%	Reduced
3342	OAJ Ogorek Anthony Joseph Williamsville, New York	$74K	-$895	5	0.05%	Reduced
3343	CC Colrain Capital Boston, Massachusetts	$62K	$0	2	0.07%	Maintained
3344	AWA Artemis Wealth Advisors New York	$57.2K	$0	1	0.03%	Maintained
3345	KCM Kempner Capital Management Galveston, Texas	$55K	$0	1	0.04%	Maintained
3346	NWA New World Advisors Hingham, Massachusetts	$52K	+$48.8K	1	0.04%	New
3347	AWW Alan W. Weber	$51.3K	-$1.02M	1	0.02%	Reduced
3348	FAM Foresters Asset Management Toronto, Ontario, Canada	$51K	-$26.7K	1	0.03%	Reduced
3349	RBC Roble Belko & Company Sewickley, Pennsylvania	$50K	-$753	3	0.02%	Reduced
3350	SPL Smart Portfolios LLC Seattle, Washington	$48K	+$7.76K	4	0.04%	Increased