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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
3801	ICA Infrastructure Capital Advisors New York	$250K	+$230K	1	0.08%	New
3802	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$250K	-$122K	3	0.04%	Reduced
3803	TIM Tortoise Investment Management White Plains, New York	$249K	+$8.28K	10	0.06%	Increased
3804	MCP Mirador Capital Partners Pleasanton, California	$247K	-$66.4K	1	0.07%	Reduced
3805	HA Harbor Advisors West Palm Beach, Florida	$246K	-$211K	1	0.06%	Reduced
3806	VIA Vantis Investment Advisers Miami, Florida	$245K	+$223K	1	0.18%	New
3807	IWA Independence Wealth Advisors Mclean, Virginia	$244K	$0	1	0.55%	Maintained
3808	NAM Nexpoint Asset Management Dallas, Texas	$244K	$0	1	0.08%	Maintained
3809	AFS Aft Forsyth & Sober Valrico, Florida	$243K	+$202K	1	0.19%	New
3810	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$242K	+$234K	1	0.08%	New
3811	RBC Roble Belko & Company Sewickley, Pennsylvania	$242K	+$89	9	0.06%	Increased
3812	IAP Indie Asset Partners Carmel, Indiana	$241K	+$242K	1	0.28%	New
3813	NRI NFP Retirement Inc Aliso Viejo, California	$241K	+$216K	1	0.15%	New
3814	HR Hardy Reed Tupelo, Mississippi	$239K	-$3.63K	1	0.05%	Reduced
3815	G GenTrust Miami, Florida	$236K	+$179K	1	0.02%	New
3816	WFA Wade Financial Advisory Campbell, California	$236K	$0	1	0.16%	Maintained
3817	WFA West Financial Advisors Des Moines, Iowa	$236K	+$215K	2	0.08%	New
3818	QCM Quest Capital Management Dallas, Texas	$234K	+$24.1K	1	0.05%	Increased
3819	GSC Ground Swell Capital Folly Beach, South Carolina	$233K	+$225K	1	0.89%	New
3820	OPWM Oakwell Private Wealth Management Austin, Texas	$233K	+$234K	1	0.18%	New
3821	IP Isthmus Partners Madison, Wisconsin	$232K	+$208K	1	0.05%	New
3822	MWM Maltin Wealth Management Ridgewood, New Jersey	$232K	-$154K	1	0.16%	Reduced
3823	AA Aufman Associates Sewickley, Pennsylvania	$231K	+$134K	1	0.21%	Increased
3824	HIP Harrell Investment Partners Austin, Texas	$230K	+$207K	1	0.09%	New
3825	DSAM Dock Street Asset Management Palm Beach, Florida	$229K	$0	1	0.05%	Maintained