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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
5376	HC Hoese & Co Glencoe, Minnesota	$46K	+$24.3K	2	0.04%	Increased
5377	HHGA Halbert Hargrove Global Advisors Long Beach, California	$43.7K	+$45.3K	5	0%	New
5378	NA Nordwand Advisors Radnor, Pennsylvania	$43.6K	$0	2	0.02%	Maintained
5379	BFS Bare Financial Services Gap, Pennsylvania	$42.3K	+$22K	2	0.02%	Increased
5380	BDL Banque de Luxembourg Luxembourg	$37.9K	+$36.9K	1	0.02%	New
5381	MIM Manitou Investment Management Toronto, Ontario, Canada	$37.3K	$0	1	0.01%	Maintained
5382	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$36.6K	+$36K	1	0.01%	New
5383	AIA Arcadia Investment Advisors Eagle, Idaho	$35.8K	$0	2	0.02%	Maintained
5384	JIC Juniper Investment Company New York	$35.4K	+$31.4K	1	0.01%	New
5385	FAI Fiduciary Advisors Inc St. Louis, Missouri	$35.3K	+$32.9K	2	0.04%	New
5386	MS Mizuho Securities Tokyo, Japan	$33.8K	+$148	1	0.51%	Increased
5387	EAM Eukles Asset Management Cincinnati, Ohio	$33.2K	-$511K	5	0.01%	Reduced
5388	MCM MidAtlantic Capital Management Richmond, Virginia	$33K	$0	3	0.02%	Maintained
5389	PS PayPay Securities Tokyo, Japan	$32.8K	+$10.6K	10	1.42%	Increased
5390	Antipodes Partners Royal Exchange, Australia	$28.2K	-$2.26M	1	0%	Reduced
5391	RJA Ross\Johnson & Associates Plymouth, Minnesota	$28.1K	+$26.2K	3	0.65%	New
5392	Sumitomo Mitsui Financial Group Tokyo, Japan	$28.1K	+$20.1K	1	0%	Increased
5393	MFG Mendota Financial Group Madison, Wisconsin	$25.5K	-$70.8K	3	0.02%	Reduced
5394	DMKJ David M. Knott Jr	$25K	$0	1	0.01%	Maintained
5395	FC Family CFO Los Altos, California	$21.5K	+$22.5K	1	0.01%	New
5396	LC Luminist Capital Grand Rapids, Michigan	$21.2K	+$16.3K	1	0.04%	New
5397	NS NBC Securities Birmingham, Alabama	$20.8K	-$24.8M	20	1.9%	Reduced
5398	PAM Pinpoint Asset Management Hong Kong	$19.4K	+$17.1K	2	0%	Increased
5399	FC Fiduciary Counselling Saint Paul, Minnesota	$18.3K	+$19.6K	1	0.05%	New
5400	CWM Cedar Wealth Management Walnut Creek, California	$13.6K	-$240K	2	0%	Reduced