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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	HFA High Falls Advisors Rochester, New York	$308K	+$189K	2	0.11%	Increased
3352	PCMC Private Capital Management (Colorado) Denver, Colorado	$308K	+$206K	2	0.23%	Increased
3353	RFO RiverGlades Family Offices Naples, Florida	$305K	+$309K	1	0.31%	New
3354	EP Elkhorn Partners Omaha, Nebraska	$304K	$0	1	0.24%	Maintained
3355	SFS Summit Financial Strategies Columbus, Ohio	$304K	+$3.02K	1	0.14%	Increased
3356	RTS Round Table Services Westfield, New Jersey	$303K	+$168K	2	0.11%	Increased
3357	CM Columbus Macro New Castle, Pennsylvania	$299K	-$21.9K	1	0.08%	Reduced
3358	DSA Droms Strauss Advisors St. Louis, Missouri	$298K	-$769K	2	0.2%	Reduced
3359	PPWM PFG Private Wealth Management Lutz, Florida	$298K	+$330K	1	0.28%	New
3360	RHFI Reilly Herbert Faulkner III	$298K	-$135K	1	0.12%	Reduced
3361	SC Schoolcraft Capital Boulder, Colorado	$296K	$0	1	0.15%	Maintained
3362	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$295K	$0	1	0.27%	Maintained
3363	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$294K	$0	1	0.3%	Maintained
3364	SI SimpliFi Inc San Diego, California	$294K	$0	1	0.15%	Maintained
3365	LSC Lyon Street Capital Sausalito, California	$293K	-$1.12M	1	0.59%	Reduced
3366	PIA Powell Investment Advisors Miami, Florida	$289K	$0	1	0.28%	Maintained
3367	WCWM Willow Creek Wealth Management Sebastopol, California	$289K	-$3.44K	1	0.13%	Reduced
3368	PSC Prentiss Smith & Co Brattleboro, Vermont	$288K	-$15K	1	0.18%	Reduced
3369	CST Charles Schwab Trust Henderson, Nevada	$287K	-$233K	1	0.1%	Reduced
3370	SCM Stumpf Capital Management Scottsdale, Arizona	$287K	+$241K	1	0.51%	New
3371	G Gainplan Bloomfield Hills, Michigan	$284K	+$238K	1	0.18%	New
3372	Mesirow Financial Investment Management Chicago, Illinois	$284K	-$32.1K	1	1.34%	Reduced
3373	SA Silversage Advisors Irvine, California	$283K	-$3.44K	1	0.29%	Reduced
3374	CW Cabot-Wellington Boston, Massachusetts	$281K	$0	1	0.19%	Maintained
3375	LWA Lowe Wealth Advisors Columbia, Maryland	$277K	-$7.86K	4	0.16%	Reduced