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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
3826	BW Blalock Williams Alexander City, Alabama	$3.87M	+$304K	7	2.51%	Increased
3827	SCP Silverleafe Capital Partners Germantown, Tennessee	$3.86M	-$2.69M	2	1.05%	Reduced
3828	MWM Meadowbrook Wealth Management Garden City, New York	$3.86M	+$57.7K	3	4.16%	Increased
3829	SIA Serenity Investment Advisors Chicago, Illinois	$3.86M	+$4.89M	1	1.65%	New
3830	GHC Great Hill Capital New York	$3.86M	-$398K	1	0.09%	Reduced
3831	AA Altrafin AG Zurich,	$3.86M	-$1.16M	1	1.51%	Reduced
3832	PIC Portland Investment Counsel Burlington, Ontario, Canada	$3.86M	+$690K	4	1.08%	Increased
3833	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$3.85M	+$512K	9	0.77%	Increased
3834	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$3.85M	+$3.04M	1	0.44%	Increased
3835	UWS Unique Wealth Strategies Burr Ridge, Illinois	$3.85M	+$15.1K	4	1.4%	Increased
3836	PWA Primoris Wealth Advisors North Palm Beach, Florida	$3.85M	-$515K	4	1.76%	Reduced
3837	CWWM Clear Wave Wealth Management Red Bank, New Jersey	$3.85M	+$1.34M	7	0.71%	Increased
3838	VV Verbena Value Westport, Connecticut	$3.85M	+$4.5M	1	0.64%	New
3839	TC Town Capital Bel Air, Maryland	$3.85M	+$1.43M	1	2.44%	Increased
3840	FPCP Fort Point Capital Partners San Francisco, California	$3.84M	-$159K	8	0.27%	Reduced
3841	LAM Lewis Asset Management Lafayette, California	$3.84M	+$498K	7	1.35%	Increased
3842	MFPI Midwest Financial Partners Investments St. Cloud, Minnesota	$3.84M	-$12K	5	1.59%	Reduced
3843	MWM M3 Wealth Management Cincinnati, Ohio	$3.82M	+$30.8K	2	2.48%	Increased
3844	SA SJBenen ADVISORY Chapel Hill, North Carolina	$3.82M	$0	1	2.17%	Maintained
3845	APC Aspire Private Capital Cornelius, North Carolina	$3.82M	+$436K	5	0.79%	Increased
3846	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$3.82M	-$283K	6	2.36%	Reduced
3847	AWA Alta Wealth Advisors Woburn, Massachusetts	$3.81M	-$598K	5	1.03%	Reduced
3848	GAG Goodman Advisory Group Needham, Massachusetts	$3.81M	+$1.21M	1	0.87%	Increased
3849	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$3.8M	+$2.66M	5	1.24%	Increased
3850	NWM Nova Wealth Management Bonita Springs, Florida	$3.79M	+$1.18M	16	2.09%	Increased