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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
3851	SWP Summit Wealth Partners Orlando, Florida	$3.79M	+$1.13M	10	0.54%	Increased
3852	SWM Scissortail Wealth Management Tulsa, Oklahoma	$3.78M	+$973K	4	0.73%	Increased
3853	PA Probity Advisors Dallas, Texas	$3.78M	-$260K	5	0.54%	Reduced
3854	LWA Lantern Wealth Advisors Melville, New York	$3.78M	+$165K	6	1.73%	Increased
3855	FB First Bancorp Damariscotta, Maine	$3.77M	+$101K	10	1.49%	Increased
3856	MAM Marotta Asset Management Charlottesville, Virginia	$3.77M	-$41.1K	3	0.63%	Reduced
3857	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$3.76M	+$242K	6	0.21%	Increased
3858	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$3.76M	-$13.4K	5	2.03%	Reduced
3859	CFA CWS Financial Advisors Kalamazoo, Michigan	$3.76M	-$50.4K	7	0.83%	Reduced
3860	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$3.76M	-$111K	5	0.17%	Reduced
3861	RB Renasant Bank Tupelo, Mississippi	$3.75M	+$509K	7	2.41%	Increased
3862	HA HHLR Advisors Grand Cayman, Cayman Islands	$3.75M	$0	1	0.45%	Maintained
3863	CI CacheTech Inc Logan, Utah	$3.75M	+$1.06M	2	0.61%	Increased
3864	MG McHugh Group Bratenahl, Ohio	$3.75M	+$54.9K	3	1.92%	Increased
3865	Members Trust Tampa, Florida	$3.75M	-$459K	6	0.12%	Reduced
3866	CC Commons Capital Needham, Massachusetts	$3.74M	-$17.7K	5	2.62%	Reduced
3867	SJIM St. Johns Investment Management Jacksonville, Florida	$3.74M	+$53.3K	11	1.42%	Increased
3868	BHA Beech Hill Advisors New York	$3.73M	+$815K	2	1.65%	Increased
3869	BWM Braeburn Wealth Management Muskegon, Michigan	$3.73M	-$1.14M	6	1.6%	Reduced
3870	FI Finivi Inc Westborough, Massachusetts	$3.73M	+$1.93M	7	1.91%	Increased
3871	IPWA International Private Wealth Advisors San Diego, California	$3.73M	+$2.32M	2	1.92%	Increased
3872	CFWMA Center for Wealth Management Advisory Milford, Ohio	$3.73M	+$297K	3	2.34%	Increased
3873	LCG Lynx Capital Group Beachwood, Ohio	$3.72M	-$1.19M	2	1.5%	Reduced
3874	BWM BlackDiamond Wealth Management New York	$3.72M	+$554K	8	1.49%	Increased
3875	MCM MV Capital Management Bethesda, Maryland	$3.72M	+$28K	42	0.33%	Increased