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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
4176	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$283K	+$272K	5	0.1%	New
4177	RCI RS Crum Inc Newport Beach, California	$282K	$0	1	0.16%	Maintained
4178	SFG Sowa Financial Group Lincoln, Rhode Island	$282K	-$11.1K	1	0.17%	Reduced
4179	Oberweis Asset Management Lisle, Illinois	$281K	-$87.5K	1	0.06%	Reduced
4180	AC Annandale Capital Dallas, Texas	$280K	$0	1	0.11%	Maintained
4181	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$280K	+$138K	1	0.14%	Increased
4182	AWM Aprio Wealth Management Atlanta, Georgia	$278K	+$15.8K	1	0.11%	Increased
4183	KMC Kirr Marbach & Co Columbus, Indiana	$278K	-$307K	1	0.07%	Reduced
4184	LWA Lowe Wealth Advisors Columbia, Maryland	$278K	$0	5	0.13%	Maintained
4185	CM Capital Management Glen Allen, Virginia	$277K	$0	1	0.06%	Maintained
4186	AL ACAS LLC Rancho Santa Fe, California	$276K	$0	1	0.37%	Maintained
4187	Mesirow Financial Investment Management Chicago, Illinois	$275K	-$161K	1	0.93%	Reduced
4188	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$273K	-$33K	8	0.08%	Reduced
4189	CFG Claremont Financial Group Claremont, California	$273K	+$60.7K	2	1.17%	Increased
4190	SFS Summit Financial Strategies Columbus, Ohio	$271K	-$41.3K	1	0.05%	Reduced
4191	WCM Washburn Capital Management Vero Beach, Florida	$271K	+$249K	1	0.18%	Increased
4192	HIF Hill Island Financial Grand Rapids, Michigan	$270K	+$826	1	0.1%	Increased
4193	SFC SYM Financial Corp Winona Lake, Indiana	$270K	$0	1	0.12%	Maintained
4194	VBFG Vishria Bird Financial Group Memphis, Tennessee	$270K	$0	1	0.15%	Maintained
4195	Check Capital Management Costa Mesa, California	$268K	+$281K	1	0.01%	New
4196	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$268K	+$1.29K	1	0.21%	Increased
4197	CF Corrigan Financial Middletown, Rhode Island	$267K	+$95	1	0.08%	Increased
4198	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$267K	+$9.99K	9	0.18%	Increased
4199	APA Astoria Portfolio Advisors New York	$266K	-$159K	1	0.21%	Reduced
4200	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$266K	$0	1	0.08%	Maintained