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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	MFP Michael F. Price	$471K	$0	1	0.07%	Maintained
3352	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$470K	+$463K	1	0.28%	New
3353	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$468K	+$184K	2	1.3%	Increased
3354	RWRC R.W. Roge & Company Bohemia, New York	$468K	+$440K	2	0.47%	New
3355	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$465K	+$1.68K	5	0.25%	Increased
3356	PCP Proficio Capital Partners Newton, Massachusetts	$465K	+$191K	2	0.13%	Increased
3357	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$463K	$0	5	0.26%	Maintained
3358	HI Harrington Investments Napa, California	$457K	-$121K	1	0.35%	Reduced
3359	IFO Independent Family Office Albany, New York	$456K	+$496K	1	0.29%	New
3360	PS Pensionfund Sabic Sittard, Netherlands	$455K	-$525K	1	0.13%	Reduced
3361	FCIM Fairview Capital Investment Management Greenbrae, California	$449K	-$5.07K	2	0.02%	Reduced
3362	CWA Clarity Wealth Advisors San Jose, California	$448K	+$439K	1	0.38%	New
3363	ECM EII Capital Management New York	$447K	$0	2	0.12%	Maintained
3364	AIA AIMZ Investment Advisors Los Altos, California	$446K	-$27K	2	0.29%	Reduced
3365	AWM Altus Wealth Management Ft Mitchell, Kentucky	$446K	+$467K	2	0.44%	New
3366	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$441K	-$4.78M	1	0.19%	Reduced
3367	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$439K	+$447K	2	0.44%	New
3368	OWA One Wealth Advisors San Francisco, California	$437K	-$464K	1	0.32%	Reduced
3369	EIA Eldridge Investment Advisors Manchester, New Hampshire	$436K	+$7.8K	2	0.21%	Increased
3370	IWAG Integer Wealth Advisors Group Cartersville, Georgia	$436K	+$486K	1	0.43%	New
3371	Thornburg Investment Management Santa Fe, New Mexico	$436K	$0	1	0%	Maintained
3372	TC TAP Consulting Kirkwood, Missouri	$435K	+$92K	1	0.24%	Increased
3373	FP Fiduciary Planning Englewood, Florida	$434K	+$485K	1	0.4%	New
3374	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$433K	-$207K	1	0.03%	Reduced
3375	LC Lavaca Capital Houston, Texas	$432K	+$230K	2	0.33%	Increased