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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
4451	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$52.7K	$0	3	0.04%	Maintained
4452	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$51.9K	-$6.34K	2	0%	Reduced
4453	JCP JB Capital Partners Armonk, New York	$49.3K	$0	1	0.01%	Maintained
4454	Magellan Asset Management Sydney, Australia	$48.6K	+$366	4	0%	Increased
4455	YAL Your Advocates Ltd Houston, Texas	$48.1K	-$14.6K	7	0.03%	Reduced
4456	IFS Intelligent Financial Strategies Excelsior, Minnesota	$45.5K	$0	1	0.03%	Maintained
4457	IA IFS Advisors Overland Park, Kansas	$45K	$0	5	0.08%	Maintained
4458	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$44.2K	$0	1	0.03%	Maintained
4459	GA Greenspring Advisors Towson, Maryland	$43.3K	-$214K	1	0.01%	Reduced
4460	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$41.8K	$0	1	0.03%	Maintained
4461	NMG New Millennium Group Sandy, Utah	$41.5K	-$184	6	0.04%	Reduced
4462	CG Compass Group New York	$38.1K	$0	1	0.02%	Maintained
4463	HWM Hemington Wealth Management Falls Church, Virginia	$35K	-$255K	1	0.02%	Reduced
4464	AIA Arcadia Investment Advisors Eagle, Idaho	$34.9K	$0	2	0.02%	Maintained
4465	CA Crewe Advisors Salt Lake City, Utah	$33.4K	-$2.29M	9	0.01%	Reduced
4466	MIM Manitou Investment Management Toronto, Ontario, Canada	$32.3K	$0	2	0.01%	Maintained
4467	CWM Cordatus Wealth Management Newtown, Pennsylvania	$31K	-$6.17M	1	0.03%	Reduced
4468	NA Nordwand Advisors Radnor, Pennsylvania	$30.2K	$0	1	0.01%	Maintained
4469	SM Skaana Management Brooklyn, New York	$30.2K	+$8.52K	1	0.01%	Increased
4470	DP Denver PWM Denver, Colorado	$29.8K	+$10.7K	1	0.01%	Increased
4471	CWM Cedar Wealth Management Walnut Creek, California	$29.3K	-$1.88K	4	0.01%	Reduced
4472	GAG Goodman Advisory Group Needham, Massachusetts	$29K	-$5.53K	3	0.01%	Reduced
4473	OFI Invest Asset Management Paris, France	$25K	+$27.3K	1	0%	New
4474	CTC Chai Trust Company Chicago, Illinois	$23.8K	$0	1	0%	Maintained
4475	BFA BBJS Financial Advisors Seattle, Washington	$23.6K	$0	2	0.01%	Maintained