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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
4526	CC Colrain Capital Boston, Massachusetts	$2.07M	-$16.2K	2	0.7%	Reduced
4527	JMA J.M. Arbour Gardiner, Maine	$2.07M	+$928K	3	1.78%	Increased
4528	HNH Hopwood Nicholas Hunter	$2.06M	+$1.19M	2	0.57%	Increased
4529	CA Corecam AG Zurich,	$2.06M	+$1.92M	1	1.76%	Increased
4530	CWA CJM Wealth Advisers Falls Church, Virginia	$2.06M	-$7.91K	4	0.54%	Reduced
4531	ACM Ategra Capital Management Vienna, Virginia	$2.06M	$0	1	0.93%	Maintained
4532	HCP Holt Capital Partners Fort Worth, Texas	$2.06M	+$13.3K	3	0.24%	Increased
4533	PCS Private Client Services Louisville, Kentucky	$2.05M	-$748K	4	0.54%	Reduced
4534	HC Hourglass Capital Houston, Texas	$2.05M	+$441K	2	0.4%	Increased
4535	PB Prosperity Bancshares Houston, Texas	$2.04M	+$168K	11	1.34%	Increased
4536	DF Dedeker Financial St. Louis Park, Minnesota	$2.04M	-$2M	2	1.16%	Reduced
4537	RWM RMG Wealth Management Platteville, Wisconsin	$2.04M	+$58.8K	14	0.21%	Increased
4538	NCM Nitor Capital Management Englewood Cliffs, New Jersey	$2.04M	$0	1	1.38%	Maintained
4539	FCMA Foresight Capital Management Advisors Saline, Michigan	$2.04M	+$128K	2	0.99%	Increased
4540	BDS Banco de Sabadell Miami, Florida	$2.04M	+$335K	1	1.19%	Increased
4541	VAM Virtue Asset Management Barrington, Illinois	$2.03M	+$144K	2	1.43%	Increased
4542	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$2.03M	-$145K	3	0.69%	Reduced
4543	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$2.03M	-$654K	13	6.21%	Reduced
4544	BWP Barlow Wealth Partners Louisville, Kentucky	$2.03M	-$4.67K	5	0.22%	Reduced
4545	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.03M	-$1.7M	2	0.6%	Reduced
4546	T Tidemark San Diego, California	$2.02M	+$133K	19	0.46%	Increased
4547	HA HFG Advisors Cincinatti, Ohio	$2.02M	-$427K	2	1.26%	Reduced
4548	JWWM Johnson & White Wealth Management York, Pennsylvania	$2.02M	+$9.82K	2	0.76%	Increased
4549	DCC Dow Chemical Company Midland, Michigan	$2.02M	$0	1	0.88%	Maintained
4550	CCM Canal Capital Management Richmond, Virginia	$2.02M	+$49.9K	5	0.25%	Increased