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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
3551	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$199K	+$52	1	0.13%	Increased
3552	AIM Arcadia Investment Management Kalamazoo, Michigan	$198K	+$72K	5	0.05%	Increased
3553	AJ Ashburton (Jersey) St Helier, Jersey	$196K	-$8.65K	4	0.08%	Reduced
3554	RBC Roble Belko & Company Sewickley, Pennsylvania	$196K	-$3.25K	4	0.05%	Reduced
3555	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$196K	+$183K	3	0.13%	New
3556	LAM Lapides Asset Management Greenwich, Connecticut	$195K	+$202K	1	0.1%	New
3557	ARG Advisory Resource Group Tulsa, Oklahoma	$182K	-$212K	1	0.1%	Reduced
3558	TIA Traphagen Investment Advisors Oradell, New Jersey	$180K	-$214K	1	0.04%	Reduced
3559	SBA Secrest Blakey & Associates Raleigh, North Carolina	$179K	-$1.41M	1	0.39%	Reduced
3560	JSAM J. Safra Asset Management New York	$177K	+$166K	1	0.18%	New
3561	WGA Weather Gauge Advisory Williamsburg, Virginia	$174K	-$2.43K	1	0.15%	Reduced
3562	HA Harbor Advisors West Palm Beach, Florida	$173K	$0	1	0.05%	Maintained
3563	1NWS 1 North Wealth Services Annapolis, Maryland	$168K	+$43.9K	6	0.1%	Increased
3564	TCCM Timber Creek Capital Management Boston, Massachusetts	$167K	$0	4	0.1%	Maintained
3565	MG MilWealth Group Milwaukee, Wisconsin	$166K	-$2.07K	2	0.13%	Reduced
3566	AAM Alpine Associates Management Palm Beach, Florida	$165K	+$159K	1	0.01%	New
3567	BC Barnett & Company Chattanooga, Tennessee	$165K	-$21.1K	7	0.1%	Reduced
3568	SRC Sage Rhino Capital Menlo Park, California	$165K	-$3.72K	1	0.09%	Reduced
3569	AWA Artemis Wealth Advisors New York	$164K	+$112K	4	0.06%	Increased
3570	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$163K	-$12.7K	1	0.07%	Reduced
3571	WCM Wealthcare Capital Management Richmond, Virginia	$163K	+$73.1K	16	0.02%	Increased
3572	NCM Next Capital Management New York	$161K	$0	1	0.12%	Maintained
3573	PCM Price Capital Management Lafayette, Louisiana	$159K	-$5.85M	4	0.07%	Reduced
3574	EWA Evolution Wealth Advisors Aventura, Florida	$158K	-$94.1K	12	0.04%	Reduced
3575	FC Fairpointe Capital Chicago, Illinois	$150K	-$310K	1	0.01%	Reduced