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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
3351	1NWS 1 North Wealth Services Annapolis, Maryland	$116K	+$115K	6	0.08%	New
3352	EWA ERTS Wealth Advisors Marquette, Michigan	$112K	-$210K	1	0.06%	Reduced
3353	AC Avenir Corporation Alexandria, Virginia	$110K	$0	1	0.01%	Maintained
3354	TW Towerpoint Wealth Sacramento, California	$110K	$0	1	0.07%	Maintained
3355	CCM Cutler Capital Management Worcester, Massachusetts	$109K	+$106K	1	0.04%	New
3356	TCM TD Capital Management Memphis, Tennessee	$106K	-$282	5	0.02%	Reduced
3357	SA SRH Advisors Salina, Kansas	$101K	-$18.9K	6	0.34%	Reduced
3358	HR Hardy Reed Tupelo, Mississippi	$97K	$0	1	0.04%	Maintained
3359	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$95K	$0	1	0.09%	Maintained
3360	AP Advisors Preferred Rockville, Maryland	$93K	-$197K	1	0.02%	Reduced
3361	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$92K	+$94	1	0.07%	Increased
3362	CC Cornerstone Capital Palo Alto, California	$91K	$0	1	0.01%	Maintained
3363	OAJ Ogorek Anthony Joseph Williamsville, New York	$90K	+$47	5	0.05%	Increased
3364	ZIG Zuckerman Investment Group Chicago, Illinois	$89K	$0	1	0.02%	Maintained
3365	WCM Wealthcare Capital Management Richmond, Virginia	$88K	$0	5	0.01%	Maintained
3366	AWM Avondale Wealth Management West Lake Hills, Texas	$82K	-$3.58K	3	0.14%	Reduced
3367	AWW Alan W. Weber	$61K	$0	1	0.03%	Maintained
3368	CC Colrain Capital Boston, Massachusetts	$59K	$0	1	0.06%	Maintained
3369	AWA Artemis Wealth Advisors New York	$57.1K	$0	1	0.03%	Maintained
3370	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$51K	-$15.3K	3	0.03%	Reduced
3371	KCM Kempner Capital Management Galveston, Texas	$46K	$0	1	0.03%	Maintained
3372	DMK David M. Knott	$42K	$0	1	0.02%	Maintained
3373	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$41K	$0	1	0%	Maintained
3374	IFA Interactive Financial Advisors New Lenox, Illinois	$38K	-$11K	1	0.02%	Reduced
3375	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$36K	$0	1	0.01%	Maintained