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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	FWP Firethorn Wealth Partners Augusta, Georgia	$472K	-$5.72K	2	0.44%	Reduced
3777	DAM Doheny Asset Management Los Angeles, California	$471K	+$512K	2	0.47%	New
3778	CVM Cheviot Value Management Beverly Hills, California	$470K	-$207K	2	0.13%	Reduced
3779	NF Norwood Financial Honesdale, Pennsylvania	$468K	+$62.2K	7	0.83%	Increased
3780	PIFP Partners in Financial Planning Salem, Virginia	$465K	+$132	1	0.13%	Increased
3781	CCA Cadent Capital Advisors Tulsa, Oklahoma	$463K	+$1.14K	2	0.26%	Increased
3782	JSAM J. Safra Asset Management New York	$462K	$0	1	0.03%	Maintained
3783	HIC Harvey Investment Company Louisville, Kentucky	$459K	-$59.5K	1	0.07%	Reduced
3784	BA Ballew Advisors Jackson, Mississippi	$458K	+$3K	1	0.41%	Increased
3785	PCMC Private Capital Management (Colorado) Denver, Colorado	$458K	+$142K	1	0.17%	Increased
3786	SA Shilanski & Associates Anchorage, Alaska	$458K	-$1.59M	1	0.17%	Reduced
3787	BCAM Boston Common Asset Management Boston, Massachusetts	$456K	$0	1	0.02%	Maintained
3788	GGI Godsey & Gibb Inc Richmond, Virginia	$456K	+$396K	3	0.36%	Increased
3789	CYG Clean Yield Group Norwich, Vermont	$455K	$0	7	0.21%	Maintained
3790	CMI Clare Market Investments Dallas, Texas	$455K	-$11.5K	1	0.2%	Reduced
3791	FAG Financial Advisory Group Houston, Texas	$452K	-$11.7K	1	0.1%	Reduced
3792	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$451K	-$33.9K	1	0.34%	Reduced
3793	SRSA S.R. Schill & Associates Mercer Island, Washington	$451K	-$132K	1	0.24%	Reduced
3794	WP Wedgewood Partners St Louis, Missouri	$451K	+$157K	1	0.08%	Increased
3795	ACA Apis Capital Advisors New York	$450K	-$2.71M	1	0.68%	Reduced
3796	AWA Artemis Wealth Advisors New York	$450K	$0	2	0.12%	Maintained
3797	CC Copperleaf Capital Raleigh, North Carolina	$449K	-$27.1K	1	0.49%	Reduced
3798	PG Proffitt & Goodson Knoxville, Tennessee	$448K	+$6.59K	4	0.1%	Increased
3799	T TRUADVICE Sarasota, Florida	$447K	+$15.5K	1	0.25%	Increased
3800	LC Landaas & Company Milwaukee, Wisconsin	$444K	$0	2	0.28%	Maintained