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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
3526	IWA Inspirion Wealth Advisors Libertyville, Illinois	$68K	$0	1	0.02%	Maintained
3527	AWM Adams Wealth Management Logan, Utah	$64K	+$65.8K	10	0.05%	New
3528	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$64K	-$813	1	0.04%	Reduced
3529	AWC Abundance Wealth Counselors State College, Pennsylvania	$63K	+$65.9K	1	0.02%	New
3530	RMSCM R.M. Sincerbeaux Capital Management New York	$63K	+$66.4K	1	0.05%	New
3531	Fund Evaluation Group Cincinnati, Ohio	$62K	$0	1	0.01%	Maintained
3532	OAJ Ogorek Anthony Joseph Williamsville, New York	$59K	-$32.4K	6	0.03%	Reduced
3533	AWW Alan W. Weber	$54K	$0	1	0.02%	Maintained
3534	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$52K	+$11.9K	4	0%	Increased
3535	AIA Arcadia Investment Advisors Eagle, Idaho	$51.6K	+$18.3K	5	0.03%	Increased
3536	HF Halpern Financial Ashburn, Virginia	$49.8K	+$3.66K	4	0.03%	Increased
3537	CCPM Cooper Creek Partners Management New York	$49K	-$8.98M	1	0.01%	Reduced
3538	KCM Kempner Capital Management Galveston, Texas	$49K	$0	1	0.04%	Maintained
3539	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$48K	+$25.8K	4	0.04%	Increased
3540	FP Fiduciary Planning Englewood, Florida	$47K	+$45.6K	7	0.08%	New
3541	QI QV Investors Calgary, Alberta, Canada	$44K	+$45.7K	1	0%	New
3542	MFS McNamara Financial Services Marshfield, Massachusetts	$43K	-$412K	1	0.01%	Reduced
3543	UFF USA Financial Formulas Ada, Michigan	$43K	+$40.4K	7	0.03%	Increased
3544	F F3Logic Burnsville, Minnesota	$38.8K	+$376K	6	0.98%	Increased
3545	HS HighVista Strategies Boston, Massachusetts	$34K	$0	1	0.02%	Maintained
3546	DMK David M. Knott	$29K	$0	1	0.02%	Maintained
3547	YAL Your Advocates Ltd Houston, Texas	$29K	+$382	2	0.02%	Increased
3548	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$25K	-$11.6K	2	0%	Reduced
3549	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$25K	+$446	2	0.02%	Increased
3550	AWA Artemis Wealth Advisors New York	$24.8K	$0	1	0.01%	Maintained