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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
2176	UBV United Bank (Virginia) Vienna, Virginia	$500K	+$484K	1	5.09%	New
2177	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$497K	+$465K	2	1.22%	New
2178	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$497K	+$478K	3	0.09%	New
2179	DMC Drexel Morgan & Co Radnor, Pennsylvania	$495K	+$482K	2	0.82%	New
2180	JIP Jaffetilchin Investment Partners Tampa, Florida	$492K	+$467K	1	0.34%	New
2181	MI Mercer Investments Boston, Massachusetts	$488K	+$482K	2	0.97%	New
2182	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$486K	+$484K	1	0.14%	New
2183	Pathstone Family Office Englewood, New Jersey	$485K	+$468K	6	0.56%	New
2184	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$482K	+$487K	1	0.07%	New
2185	FCM Firsthand Capital Management San Jose, California	$476K	+$471K	2	0.47%	New
2186	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$475K	+$474K	1	1.3%	New
2187	VIMU Veritas Investment Management (UK) London, United Kingdom	$475K	+$474K	1	0.41%	New
2188	DCM Daruma Capital Management New York	$471K	+$476K	1	0.02%	New
2189	VCAM Valentine Capital Asset Management Danville, California	$468K	+$473K	1	0.15%	New
2190	DCC Dow Chemical Company Midland, Michigan	$464K	+$462K	1	0.04%	New
2191	WPSC W.P. Stewart & Co New York	$461K	+$428K	1	0.02%	New
2192	DI Dalton Investments Las Vegas, Nevada	$460K	+$452K	2	0.11%	New
2193	WCP Welch Capital Partners Harrison, New York	$456K	+$461K	1	0.16%	New
2194	FIM FourPoints Investment Managers Paris, France	$454K	+$459K	1	0.05%	New
2195	RMC Regis Management Company Menlo Park, California	$451K	+$450K	1	0.15%	New
2196	BRA Bender Robert & Associates Pasadena, California	$446K	+$413K	1	0.38%	New
2197	TCM TD Capital Management Memphis, Tennessee	$437K	+$434K	3	0.11%	New
2198	HS Huntington Steele Oaks, Pennsylvania	$429K	+$427K	1	0.23%	New
2199	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$423K	+$422K	1	0.53%	New
2200	BFPW BOK Financial Private Wealth Denver, Colorado	$419K	+$417K	1	0.09%	New