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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	OC Oppenheimer & Close New York	$2.5M	+$214K	2	2.35%	Increased
2177	SAA Southeast Asset Advisors Thomasville, Georgia	$2.49M	+$53.5K	3	0.82%	Increased
2178	Nicholas Hoffman & Company Atlanta, Georgia	$2.48M	+$2.38M	3	1.44%	New
2179	BCP Berkeley Capital Partners Milton, Georgia	$2.48M	+$17.2K	2	1.74%	Increased
2180	EWM Elite Wealth Management Kirkland, Washington	$2.47M	-$122K	3	4.06%	Reduced
2181	RA Rational Advisors Huntington, New York	$2.46M	-$1.15M	3	1.71%	Reduced
2182	FC Fayerweather Charles	$2.45M	-$2.85K	2	3.42%	Reduced
2183	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$2.45M	-$14.2K	4	2.56%	Reduced
2184	VIMU Veritas Investment Management (UK) London, United Kingdom	$2.44M	+$407K	2	1.13%	Increased
2185	HCA Horan Capital Advisors Cincinnati, Ohio	$2.44M	-$20.2K	2	1.98%	Reduced
2186	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.44M	-$452K	1	2.54%	Reduced
2187	CCB Cutter & Co Brokerage Ballwin, Missouri	$2.44M	+$140K	6	1.04%	Increased
2188	CL CSS LLC Chicago, Illinois	$2.43M	+$89.4K	5	0.16%	Increased
2189	GCIA Gabelli & Co Investment Advisers Rye, New York	$2.43M	-$2.65M	3	0.32%	Reduced
2190	KT Kanaly Trust Houston, Texas	$2.42M	-$78.6K	17	0.49%	Reduced
2191	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$2.41M	+$9.13K	6	0.98%	Increased
2192	Hillsdale Investment Management Toronto, Ontario, Canada	$2.4M	+$449K	13	0.7%	Increased
2193	Waldron Private Wealth Bridgeville, Pennsylvania	$2.4M	+$453K	5	0.88%	Increased
2194	KL KWMG LLC Overland Park, Kansas	$2.38M	-$84.1K	3	1.29%	Reduced
2195	FPB First PREMIER Bank Sioux Falls, South Dakota	$2.37M	+$60.5K	3	1.81%	Increased
2196	AFP Ausdal Financial Partners Davenport, Iowa	$2.37M	-$38.2K	3	1.22%	Reduced
2197	JIP Jaffetilchin Investment Partners Tampa, Florida	$2.37M	+$541K	3	0.72%	Increased
2198	WA Winfield Associates Cleveland, Ohio	$2.37M	+$93K	14	1.54%	Increased
2199	SAM SignalPoint Asset Management Springfield, Missouri	$2.33M	+$43.2K	3	0.97%	Increased
2200	MC Marcus Capital Northbrook, Illinois	$2.32M	-$12.1K	1	2.44%	Reduced