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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	AWW Alan W. Weber	$51K	$0	1	0.03%	Maintained
3552	HF Halpern Financial Ashburn, Virginia	$49.1K	+$5.96K	4	0.03%	Increased
3553	KCM Kempner Capital Management Galveston, Texas	$48K	$0	1	0.04%	Maintained
3554	AFS Aft Forsyth & Sober Valrico, Florida	$40K	+$38.6K	1	0.28%	New
3555	AIA Arcadia Investment Advisors Eagle, Idaho	$36.1K	$0	3	0.02%	Maintained
3556	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$35K	-$18.9K	2	0.01%	Reduced
3557	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$35K	-$2K	1	0%	Reduced
3558	DMK David M. Knott	$32K	$0	1	0.02%	Maintained
3559	HS HighVista Strategies Boston, Massachusetts	$32K	-$17K	1	0.03%	Reduced
3560	AWA Artemis Wealth Advisors New York	$27.5K	-$4.48K	1	0.01%	Reduced
3561	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$27K	$0	1	0%	Maintained
3562	YAL Your Advocates Ltd Houston, Texas	$27K	-$378	2	0.02%	Reduced
3563	WAMC Western Asset Management Company Pasadena, California	$26K	+$20.3K	6	0%	Increased
3564	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$24K	-$18.5K	2	0.02%	Reduced
3565	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$24K	+$6.09K	2	0.01%	Increased
3566	IFA Interactive Financial Advisors New Lenox, Illinois	$18K	$0	1	0.01%	Maintained
3567	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$18K	+$18.2K	1	0.02%	New
3568	PCC Park Circle Company Baltimore, Maryland	$15K	+$14.1K	1	0.02%	New
3569	PPW Pasadena Private Wealth Pasadena, California	$11K	-$978	1	0%	Reduced
3570	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$10K	$0	1	0.01%	Maintained
3571	BC Belmont Capital Los Angeles, California	$9K	$0	1	0.01%	Maintained
3572	Rothschild & Co Wealth Management (UK) London, United Kingdom	$9K	-$5.3K	1	0%	Reduced
3573	UFF USA Financial Formulas Ada, Michigan	$9K	-$5.8M	3	0.01%	Reduced
3574	OIS Okabena Investment Services Minneapolis, Minnesota	$7K	-$454K	1	0.01%	Reduced
3575	BCM Birch Capital Management Dallas, Texas	$5K	$0	1	0%	Maintained