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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
3576	BWM BCGM Wealth Management Lafayette, Indiana	$727K	+$721K	1	0.43%	New
3577	NFP Novak Financial Planning Bel Air, Maryland	$726K	-$129K	2	0.36%	Reduced
3578	ACM Ategra Capital Management Vienna, Virginia	$726K	+$10.8K	1	0.35%	Increased
3579	HCM HMS Capital Management Nashville, Tennessee	$725K	-$451K	1	0.33%	Reduced
3580	Jasper Ridge Partners Menlo Park, California	$725K	$0	1	0.04%	Maintained
3581	JWM JFG Wealth Management Denver, Colorado	$725K	+$739K	2	0.32%	New
3582	SC Steph & Co Marinette, Wisconsin	$724K	+$485K	4	0.47%	Increased
3583	SWM Selective Wealth Management Forest, Virginia	$719K	-$44.7K	8	0.57%	Reduced
3584	AL ADE LLC Baltimore, Maryland	$718K	+$43.8K	10	0.65%	Increased
3585	BCM Bienville Capital Management New York	$717K	$0	2	0.06%	Maintained
3586	CVM Cheviot Value Management Beverly Hills, California	$713K	-$41.8K	2	0.18%	Reduced
3587	HPC Hobart Private Capital Charlotte, North Carolina	$712K	-$5.88K	1	0.29%	Reduced
3588	BTP Bloom Tree Partners New York	$712K	+$708K	1	0.07%	New
3589	JC JBF Capital Aspen, Colorado	$712K	+$343K	4	0.16%	Increased
3590	BWA Beam Wealth Advisors Covington, Louisiana	$708K	$0	2	0.61%	Maintained
3591	PM Parametrica Management Wanchai, Hong Kong	$707K	-$186K	2	0.52%	Reduced
3592	MGAM McGowan Group Asset Management Dallas, Texas	$706K	+$16.8K	2	0.11%	Increased
3593	KIG Kowal Investment Group Brookfield, Wisconsin	$705K	+$23.1K	1	0.25%	Increased
3594	IA IFG Advisors St. Louis, Missouri	$704K	-$87.9K	2	0.34%	Reduced
3595	FA Fiducient Advisors Chicago, Illinois	$703K	$0	2	0.22%	Maintained
3596	HWM HFR Wealth Management Niskayuna, New York	$702K	+$703K	2	0.21%	New
3597	BWA Bordeaux Wealth Advisors Menlo Park, California	$700K	+$256K	1	0.4%	Increased
3598	DCM Dean Capital Management Overland Park, Kansas	$700K	+$721K	1	0.64%	New
3599	HA Harbor Advisors West Palm Beach, Florida	$699K	$0	2	0.14%	Maintained
3600	AA Addison Advisors Middlebury, Vermont	$696K	+$702K	8	0.56%	New