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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	Heritage Investment Group Pompano Beach, Florida	$684K	+$6.16K	2	0.42%	Increased
3577	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$680K	-$4.97K	1	0.37%	Reduced
3578	WAM Walker Asset Management Verona, Missouri	$674K	+$199K	2	0.61%	Increased
3579	WWM Windsor Wealth Management Indianapolis, Indiana	$672K	-$37.9K	2	0.17%	Reduced
3580	Tanager Wealth Management Goring On Thames, United Kingdom	$671K	$0	1	0.53%	Maintained
3581	One Wealth Advisors San Francisco, California	$670K	-$335K	2	0.22%	Reduced
3582	Vestor Capital Chicago, Illinois	$669K	+$21.6K	4	0.09%	Increased
3583	CA Centerpoint Advisors Needham, Massachusetts	$668K	+$129K	13	0.36%	Increased
3584	Hillsdale Investment Management Toronto, Ontario, Canada	$668K	-$5.55M	3	0.06%	Reduced
3585	Hartline Investment Corp Winnetka, Illinois	$667K	+$450K	2	0.55%	Increased
3586	LA Latitude Advisors Vero Beach, Florida	$667K	+$17.5K	2	0.55%	Increased
3587	WC Wynnefield Capital New York	$667K	$0	1	0.35%	Maintained
3588	Impax Asset Management Group London, United Kingdom	$666K	-$256K	1	0%	Reduced
3589	OPPS Obsidian Personal Planning Solutions Rockville, Maryland	$664K	+$9.8K	2	1.22%	Increased
3590	EPP ETF Portfolio Partners Leawood, Kansas	$661K	$0	1	0.29%	Maintained
3591	Comgest Global Investors Paris, France	$659K	$0	1	0.01%	Maintained
3592	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$658K	+$712K	5	4.56%	New
3593	Kohmann Bosshard Financial Services Fairlawn, Ohio	$657K	-$32.4K	2	0.15%	Reduced
3594	HA Harbor Advisors West Palm Beach, Florida	$655K	$0	2	0.18%	Maintained
3595	MPW Monterey Private Wealth Monterey, California	$655K	-$212K	1	0.39%	Reduced
3596	BDWCC B&D White Capital Company Lakeway, Texas	$654K	$0	1	0.24%	Maintained
3597	APW Aurora Private Wealth Rockaway, New Jersey	$653K	-$35.7K	2	0.3%	Reduced
3598	American Financial Advisors Marietta, Georgia	$651K	+$784K	2	0.11%	New
3599	TC Towle & Co Denver, Colorado	$650K	+$9.9K	1	0.11%	Increased
3600	First Pacific Financial Vancouver, Washington	$648K	+$37.1K	1	0.37%	Increased