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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
4301	EAM Exos Asset Management New York	$45K	+$6.73K	1	0.02%	Increased
4302	NCA New Century Advisors Chevy Chase, Maryland	$44K	-$1.05M	2	0.05%	Reduced
4303	DCM Disciplina Capital Management Nashville, Tennessee	$42K	+$241	1	0.01%	Increased
4304	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$42K	-$15K	1	0%	Reduced
4305	DMKJ David M. Knott Jr	$41K	+$23.7K	2	0.02%	Increased
4306	FA Financial Avengers Oakland, California	$41K	-$9.4K	3	0.03%	Reduced
4307	CTC (Chicago Trading Company) Chicago, Illinois	$40.7K	+$41.3K	3	0.02%	Increased
4308	YAL Your Advocates Ltd Houston, Texas	$40K	-$6.71K	8	0.02%	Reduced
4309	WA Win Advisors Palm Beach Gardens, Florida	$36K	-$149K	1	0.07%	Reduced
4310	ARIS Advanced Research Investment Solutions Los Angeles, California	$35K	-$9K	5	0.02%	Reduced
4311	LPP Life Planning Partners Jacksonville, Florida	$31K	$0	1	0.03%	Maintained
4312	DP Denver PWM Denver, Colorado	$29K	+$23.8K	1	0.01%	New
4313	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$29K	$0	1	0.02%	Maintained
4314	AIA Arcadia Investment Advisors Eagle, Idaho	$28.4K	$0	3	0.02%	Maintained
4315	AOG Alpha Omega Group Reston, Virginia	$25K	-$207K	1	0.03%	Reduced
4316	DC Darrow Company Needham, Massachusetts	$23K	+$24.5K	2	0.02%	New
4317	IFA Interactive Financial Advisors New Lenox, Illinois	$23K	$0	3	0.01%	Maintained
4318	CIR Clear Investment Research Alpharetta, Georgia	$19K	$0	2	0.04%	Maintained
4319	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$18K	$0	1	0%	Maintained
4320	JWBC John W. Brooker & Co Oakland, California	$16K	$0	2	0.01%	Maintained
4321	GSC Ground Swell Capital Folly Beach, South Carolina	$12K	-$44.7K	1	0.02%	Reduced
4322	PWP Pursue Wealth Partners Clayton, California	$12K	-$1.84M	1	0.01%	Reduced
4323	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$12K	-$5.33K	2	0%	Reduced
4324	BAM Baldrige Asset Management Allentown, Pennsylvania	$11K	+$921	2	0.01%	Increased
4325	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$9K	+$15.7K	1	0.01%	New