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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
3701	HG Harbor Group Bedford, New Hampshire	$547K	+$84	1	0.36%	Increased
3702	ECM Elgethun Capital Management Sioux Falls, South Dakota	$546K	+$2.81K	2	0.19%	Increased
3703	RF Rollins Financial Atlanta, Georgia	$541K	+$119K	2	0.2%	Increased
3704	MAM MMA Asset Management Conshohocken, Pennsylvania	$540K	+$544K	2	0.41%	New
3705	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$540K	-$2.13K	2	0.59%	Reduced
3706	Meag Munich Ergo Munich, Germany	$536K	-$1.07M	1	0.05%	Reduced
3707	PA PSI Advisors Tampa, Florida	$536K	-$16.1K	2	0.28%	Reduced
3708	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$535K	-$29.6K	2	0.81%	Reduced
3709	SPM Saddle Point Management New York	$533K	+$561K	1	4.2%	New
3710	TA TrueWealth Advisors Birmingham, Alabama	$532K	$0	2	0.31%	Maintained
3711	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$530K	-$12.6K	2	0.31%	Reduced
3712	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$529K	-$32.1K	1	0.17%	Reduced
3713	FFM Fullerton Fund Management Singapore	$529K	-$165K	1	0.04%	Reduced
3714	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$528K	+$140K	1	0.05%	Increased
3715	ML McAdam LLC Philadelphia, Pennsylvania	$527K	+$195K	2	0.06%	Increased
3716	NL NKCFO LLC Geneva, Illinois	$527K	+$463K	1	0.18%	New
3717	EAM Eukles Asset Management Cincinnati, Ohio	$526K	+$29.5K	6	0.29%	Increased
3718	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$521K	-$27.2K	2	0.22%	Reduced
3719	MCA Morris Capital Advisors Malvern, Pennsylvania	$521K	$0	1	0.39%	Maintained
3720	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$519K	-$24.2K	1	0.25%	Reduced
3721	ACM Armbruster Capital Management Pittsford, New York	$518K	$0	2	0.15%	Maintained
3722	WIA Wealthstreet Investment Advisors Dallas, Texas	$518K	-$32.1M	4	2.69%	Reduced
3723	3F 360 Financial Wayzata, Minnesota	$515K	$0	1	0.27%	Maintained
3724	PIFP Partners in Financial Planning Salem, Virginia	$515K	+$512K	1	0.16%	New
3725	LWA Lenox Wealth Advisors New York	$512K	+$55K	12	0.07%	Increased