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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
2101	VWM Vector Wealth Management Minneapolis, Minnesota	$804K	+$793K	2	0.59%	New
2102	SCM Seamans Capital Management Boston, Massachusetts	$800K	+$763K	1	0.86%	New
2103	Accredited Investors Edina, Minnesota	$796K	+$785K	2	0.31%	New
2104	AAP Ardsley Advisory Partners Stamford, Connecticut	$792K	+$756K	1	0.17%	New
2105	GCA GSI Capital Advisors Newport Beach, California	$791K	+$854K	1	0.84%	New
2106	ECM Everence Capital Management Goshen, Indiana	$790K	+$776K	1	0.36%	New
2107	TF Trutina Financial Bellevue, Washington	$781K	+$710K	2	0.63%	New
2108	LI Lafayette Investments Ashton, Maryland	$780K	+$770K	2	0.37%	New
2109	NFG Nadler Financial Group Deerfield, Illinois	$780K	+$777K	1	0.55%	New
2110	PRCM Pine River Capital Management Minnetonka, Minnesota	$776K	+$719K	1	0.01%	New
2111	SNS Financial Group Minneapolis, Minnesota	$772K	+$769K	1	0.29%	New
2112	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$769K	+$788K	1	0.7%	New
2113	NYLT New York Life Trust New York	$768K	+$745K	5	3.54%	New
2114	HSA Holt-Smith Advisors Madison, Wisconsin	$767K	+$764K	1	1.08%	New
2115	NC NewSquare Capital Newtown Square, Pennsylvania	$767K	+$764K	2	0.38%	New
2116	AIM ADAR Investment Management Englewood, New Jersey	$766K	+$721K	1	0.18%	New
2117	KFA Kelleher Financial Advisors New York	$765K	+$744K	2	0.47%	New
2118	RA Riverside Advisors Atlanta, Georgia	$762K	+$724K	1	5.19%	New
2119	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$754K	+$751K	1	0.12%	New
2120	SAM Selway Asset Management	$748K	+$745K	1	0.46%	New
2121	AW ACG Wealth Atlanta, Georgia	$741K	+$738K	1	0.29%	New
2122	BIM Barton Investment Management West Conshohocken, Pennsylvania	$734K	+$731K	1	0.38%	New
2123	PWAG Polaris Wealth Advisory Group San Rafael, California	$732K	+$729K	1	0.29%	New
2124	MWP Moller Wealth Partners	$723K	+$721K	1	0.53%	New
2125	OTF Opus Trading Fund Jericho, New York	$717K	+$665K	1	1.38%	New