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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
3451	VWA VERITY Wealth Advisors Sausalito, United States	$204K	$0	1	0.22%	Maintained
3452	WCM Washburn Capital Management Vero Beach, Florida	$204K	-$1.69K	1	0.19%	Reduced
3453	EFL ERn Financial LLC Middleton, Wisconsin	$203K	+$191K	1	0.1%	New
3454	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$202K	+$169K	1	0.13%	New
3455	MAG Mayfair Advisory Group Birmingham, Alabama	$201K	+$213K	1	0.65%	New
3456	RWRC R.W. Roge & Company Bohemia, New York	$201K	+$208K	1	0.17%	New
3457	MWP Moller Wealth Partners	$200K	$0	1	0.09%	Maintained
3458	ZF Zhang Financial Portage, Michigan	$200K	+$176K	1	0.08%	New
3459	AIA Armor Investment Advisors Raleigh, North Carolina	$191K	$0	1	0.17%	Maintained
3460	RBC Roble Belko & Company Sewickley, Pennsylvania	$191K	+$19.6K	5	0.06%	Increased
3461	CANC Culbertson A N & Co Charlottesville, Virginia	$179K	+$2.63K	1	0.05%	Increased
3462	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$176K	-$7.35M	1	0.03%	Reduced
3463	GS Gagnon Securities New York	$175K	-$154K	1	0.04%	Reduced
3464	OMC Overbrook Management Corp New York	$171K	-$1.31M	1	0.04%	Reduced
3465	UAM UAS Asset Management New York	$171K	-$3.2M	1	0.06%	Reduced
3466	GG Gleason Group Prospect, Kentucky	$169K	-$6.17K	4	0.1%	Reduced
3467	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$162K	-$112K	1	0.12%	Reduced
3468	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$161K	-$1.04K	1	0.47%	Reduced
3469	Fenimore Asset Management Cobleskill, New York	$158K	$0	1	0.01%	Maintained
3470	WFA Wade Financial Advisory Campbell, California	$157K	$0	1	0.14%	Maintained
3471	MIM Macroview Investment Management Bethesda, Maryland	$156K	-$37.8K	6	0.33%	Reduced
3472	FEG Financial Enhancement Group Anderson, Indiana	$154K	+$26.8K	5	0.04%	Increased
3473	Sageworth Trust Lancaster, Pennsylvania	$153K	+$12.7K	12	0.02%	Increased
3474	SFC SYM Financial Corp Winona Lake, Indiana	$152K	$0	1	0.12%	Maintained
3475	SAM Summit Asset Management Memphis, Tennessee	$149K	-$227K	1	0.07%	Reduced