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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
3776	BPW BlueDoor Private Wealth Beverly, Massachusetts	$4.06M	+$18.2K	5	1.71%	Increased
3777	AGC ARP Global Capital Dubai,	$4.06M	-$738K	1	1.75%	Reduced
3778	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$4.05M	-$9.03K	2	3.63%	Reduced
3779	FA Fortis Advisors Wayne, Pennsylvania	$4.05M	+$101K	3	1.89%	Increased
3780	UM Ulysses Management New York	$4.05M	+$1.71M	2	0.8%	Increased
3781	ATC Adirondack Trust Company Saratoga Springs, New York	$4.05M	-$188K	19	1.21%	Reduced
3782	KOC Koss-Olinger Consulting Gainesville, Florida	$4.04M	-$5.58M	2	0.31%	Reduced
3783	GCWM Guided Capital Wealth Management Houston, Texas	$4.04M	-$56.8K	2	2.36%	Reduced
3784	RWM Riverbend Wealth Management Myrtle Beach, South Carolina	$4.04M	+$479K	6	2.03%	Increased
3785	HFS Howard Financial Services Dallas, Texas	$4.04M	-$989K	5	0.44%	Reduced
3786	SWM Sandro Wealth Management Fairfield, New Jersey	$4.03M	-$833K	4	2.91%	Reduced
3787	NIM Niles Investment Management Plantation, Florida	$4.03M	+$3.53M	1	3.26%	Increased
3788	FUBT First United Bank & Trust Oakland, Maryland	$4.03M	-$22.9K	12	1.16%	Reduced
3789	GWA Gratus Wealth Advisors Virginia Beach, Virginia	$4.02M	+$425K	8	0.51%	Increased
3790	MLM Mount Lucas Management Newtown, Pennsylvania	$4.01M	-$200K	5	1.43%	Reduced
3791	EPI Eddie Patel Inc Chicago, Illinois	$4M	+$117K	4	2.39%	Increased
3792	5NPW 55 North Private Wealth Winter Park, Florida	$3.99M	+$1.05M	10	0.79%	Increased
3793	CPA Capital Performance Advisors Walnut Creek, California	$3.99M	-$4.91M	7	0.26%	Reduced
3794	BAM Broyhill Asset Management Charlotte, North Carolina	$3.99M	+$459K	4	3.54%	Increased
3795	PL PeakShares LLC Tampa, Florida	$3.98M	+$1.19M	8	2.96%	Increased
3796	TPWM Twelve Points Wealth Management Concord, Massachusetts	$3.98M	+$304K	5	0.8%	Increased
3797	WPIC White Pine Investment Company Livonia, Michigan	$3.98M	+$29.5K	2	0.85%	Increased
3798	QOP Quinn Opportunity Partners Charlottesville, Virginia	$3.97M	-$226K	2	0.18%	Reduced
3799	AWM Able Wealth Management Toms River, New Jersey	$3.97M	+$2.43M	3	0.91%	Increased
3800	AWA A4 Wealth Advisors Huntersville, North Carolina	$3.96M	+$1.49M	2	2.63%	Increased