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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
4351	TCM Towercrest Capital Management Newtown, Pennsylvania	$237K	+$204K	1	0.05%	New
4352	AWC Abundance Wealth Counselors State College, Pennsylvania	$237K	+$203K	1	0.06%	New
4353	TC Trilogy Capital Irvine, California	$237K	+$224K	1	0.02%	New
4354	NA Nottingham Advisors Amherst, New York	$237K	+$224K	1	0.03%	New
4355	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$236K	+$225K	6	0.09%	New
4356	RPCA Running Point Capital Advisors El Segundo, California	$235K	+$202K	1	0.14%	New
4357	HIS Horizon Investment Services Hammond, Indiana	$235K	+$202K	1	0.17%	New
4358	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$234K	$0	7	0.29%	Maintained
4359	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$234K	+$168K	4	2.05%	Increased
4360	I IMPACTfolio Denver, Colorado	$233K	+$238K	1	0.22%	New
4361	HIC Hartline Investment Corp Winnetka, Illinois	$233K	-$534K	1	0.05%	Reduced
4362	RS Retirement Solution Redmond, Washington	$231K	-$122K	1	0.13%	Reduced
4363	SMF Sterling Manor Financial Saratoga Springs, New York	$230K	+$219K	1	0.26%	New
4364	T TNF Billings, Montana	$229K	-$5.74K	1	0.1%	Reduced
4365	SA Stewardship Advisors Mount Joy, Pennsylvania	$229K	+$225K	1	0.09%	New
4366	MIM Meridiem Investment Management London, United Kingdom	$228K	-$46K	2	0.01%	Reduced
4367	SWM Salvus Wealth Management Red Bank, New Jersey	$227K	+$223K	1	0.21%	New
4368	SWM Sanctuary Wealth Management Pocatello, Idaho	$226K	+$203K	4	0.26%	New
4369	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$226K	+$211K	1	0.03%	New
4370	WFA West Financial Advisors Des Moines, Iowa	$225K	-$101K	2	0.06%	Reduced
4371	AIA Arbor Investment Advisors Winston Salem, North Carolina	$223K	+$208K	1	0.05%	New
4372	OCM Orchard Capital Management Chicago, Illinois	$223K	-$5.51M	1	0.07%	Reduced
4373	MAM Marquette Asset Management Minneapolis, Minnesota	$222K	+$1.79K	4	0.07%	Increased
4374	RTL Red Tortoise LLC Atlanta, Georgia	$222K	+$210K	13	0.15%	New
4375	MCG McCollum Christoferson Group Amherst, New York	$222K	+$213K	1	0.07%	New