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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
2051	Prospera Financial Services Dallas, Texas	$1.08M	+$1.07M	2	0.5%	New
2052	IAS INR Advisory Services Media, Pennsylvania	$1.07M	+$1.07M	1	0.29%	New
2053	JCM Jag Capital Management St Louis, Missouri	$1.07M	+$1.05M	2	0.26%	New
2054	Truepoint Inc Cincinnati, Ohio	$1.06M	+$1.06M	1	0.29%	New
2055	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.05M	+$1.03M	2	0.53%	New
2056	Intact Investment Management Montreal, Quebec, Canada	$1.05M	+$1.05M	2	0.06%	New
2057	CC Cipher Capital New York	$1.04M	+$1.02M	4	2.56%	New
2058	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$1.04M	+$1.04M	2	1.79%	New
2059	AA Ancient Art Austin, Texas	$1.02M	+$1.3M	1	0.28%	New
2060	CCM Carlson Capital Management Northfield, Minnesota	$1.02M	+$991K	2	0.48%	New
2061	G Glenrock New York	$1.01M	+$870K	1	10.77%	New
2062	GMCM Gruber & McBaine Capital Management San Francisco, California	$1.01M	+$1.16M	1	0.34%	New
2063	PIP Perennial Investment Partners Sydney, Australia	$1.01M	+$1.01M	1	0.26%	New
2064	EWP Edmunds White Partners Richmond, Virginia	$1.01M	+$1.14M	1	1.63%	New
2065	LWM Lyons Wealth Management Winter Park, Florida	$1M	+$979K	2	1.02%	New
2066	DM Diker Management New York	$1M	+$1.14M	1	0.31%	New
2067	HF Hoxton Financial Shepherdstown, West Virginia	$991K	+$973K	12	0.56%	New
2068	HCA Horan Capital Advisors Cincinnati, Ohio	$976K	+$1M	1	1.48%	New
2069	RBF Capital San Francisco, California	$975K	+$936K	3	0.28%	New
2070	CC Cadinha & Co Honolulu, Hawaii	$973K	+$979K	2	0.22%	New
2071	DS Dudley & Shanley Palm Beach, Florida	$967K	+$963K	1	0.23%	New
2072	ICAP Independence Capital Asset Partners Denver, Colorado	$967K	+$934K	1	0.17%	New
2073	NA Nottingham Advisors Amherst, New York	$964K	+$961K	1	0.4%	New
2074	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$963K	+$924K	2	0.34%	New
2075	BCM Beddow Capital Management Jackson, Wyoming	$955K	+$951K	1	0.31%	New