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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	BWM BCS Wealth Management Johnson City, Tennessee	$562K	+$19.8K	1	0.24%	Increased
4352	OWM Opes Wealth Management Menlo Park, California	$562K	-$6.84K	2	0.11%	Reduced
4353	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$562K	-$250K	2	0.12%	Reduced
4354	PSC Prentiss Smith & Co Brattleboro, Vermont	$560K	-$65.2K	1	0.36%	Reduced
4355	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$560K	+$232K	2	0.33%	Increased
4356	OCM Objective Capital Management Pepper Pike, Ohio	$559K	+$527K	2	0.33%	New
4357	VH Visionary Horizons Knoxville, Tennessee	$558K	-$148K	2	0.37%	Reduced
4358	WCF West Coast Financial Santa Barbara, California	$558K	+$26.7K	2	0.06%	Increased
4359	AMG Asset Management Group Stamford, Connecticut	$558K	+$211K	2	0.1%	Increased
4360	ACM Adelante Capital Management Alameda, California	$557K	+$523K	1	0.04%	New
4361	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$555K	-$26K	2	0.29%	Reduced
4362	CAG Curtis Advisory Group Santa Barbara, California	$555K	$0	1	0.16%	Maintained
4363	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$554K	+$102K	5	0.19%	Increased
4364	BIM Breakwater Investment Management Seattle, Washington	$553K	+$182K	8	0.23%	Increased
4365	AIA Arbor Investment Advisors Winston Salem, North Carolina	$553K	$0	2	0.07%	Maintained
4366	CAM Cobblestone Asset Management Richmond, Virginia	$552K	$0	1	0.33%	Maintained
4367	AIS American Investment Services Great Barrington, Massachusetts	$551K	+$226K	2	0.09%	Increased
4368	RFG RFP Financial Group Atlanta, Georgia	$551K	-$423K	1	0.18%	Reduced
4369	ACM AUA Capital Management Camp Hill, Pennsylvania	$550K	-$11.6K	2	0.32%	Reduced
4370	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$549K	-$10.3K	2	0.1%	Reduced
4371	CCM Connective Capital Management Palo Alto, California	$548K	+$447K	1	0.5%	New
4372	EAM Everstar Asset Management Mooresville, North Carolina	$548K	+$499K	1	0.38%	New
4373	AWM AAF Wealth Management Westborough, Massachusetts	$548K	+$305K	2	0.28%	Increased
4374	BAM BOS Asset Management Springfield, Illinois	$547K	-$3.73K	1	0.2%	Reduced
4375	TIM Total Investment Management Scottsdale, Arizona	$547K	-$12.6K	2	0.06%	Reduced