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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
5551	SHM Sagard Holdings Management Toronto, Ontario, Canada	$87.4K	+$79.6K	3	0.24%	New
5552	SBFM S-Bank Fund Management Helsinki, Finland	$86.9K	+$93.5K	1	0.01%	New
5553	Guinness Asset Management London, United Kingdom	$85.6K	+$86.9K	1	0%	New
5554	FAM Fulcrum Asset Management London, United Kingdom	$85K	+$91.4K	1	0.02%	New
5555	L1 Capital Melbourne VIC 3000, Australia	$83.8K	+$75.6K	1	0.01%	New
5556	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$82.8K	+$1.76K	6	0.1%	Increased
5557	PIS POM Investment Strategies Raleigh, North Carolina	$81.2K	+$15.9K	4	0.06%	Increased
5558	WAM Warberg Asset Management Winnetka, Illinois	$79.8K	+$36.1K	2	0.01%	Increased
5559	1NWS 1 North Wealth Services Annapolis, Maryland	$78.6K	-$11K	4	0.03%	Reduced
5560	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$77.7K	+$15.6K	4	0.04%	Increased
5561	T TOBAM Paris, France	$75K	-$68.4K	1	0.03%	Reduced
5562	CAWM Capital A Wealth Management New Castle, Pennsylvania	$68.5K	-$1.06M	11	0.77%	Reduced
5563	LAS Lloyd Advisory Services Suwanee, Georgia	$67.9K	+$36.1K	1	0.03%	New
5564	CI CAZ Investments Houston, Texas	$65.3K	+$6.51K	2	0.37%	Increased
5565	NCM Northwest Capital Management Lake Oswego, Oregon	$64.4K	-$39.1K	6	0.03%	Reduced
5566	HHGA Halbert Hargrove Global Advisors Long Beach, California	$61.4K	-$2.58M	6	0%	Reduced
5567	EAM Eukles Asset Management Cincinnati, Ohio	$51.9K	+$21.6K	6	0.02%	Increased
5568	AIA Arcadia Investment Advisors Eagle, Idaho	$46.7K	+$2.53K	2	0.02%	Increased
5569	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$45K	-$8.86K	4	0.02%	Reduced
5570	JJ Johnson & Johnson New Brunswick, New Jersey	$42.6K	$0	1	0.01%	Maintained
5571	JIC Juniper Investment Company New York	$41.9K	$0	1	0.02%	Maintained
5572	MC Montag & Caldwell Atlanta, Georgia	$41.5K	-$37.9K	1	0.01%	Reduced
5573	LC Luminist Capital Grand Rapids, Michigan	$41.2K	+$1.32K	2	0.04%	Increased
5574	MIM Manitou Investment Management Toronto, Ontario, Canada	$38.4K	$0	1	0.01%	Maintained
5575	PS PayPay Securities Tokyo, Japan	$32.9K	-$14.7K	10	1.61%	Reduced