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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
2226	HBWM Hollow Brook Wealth Management Katonah, New York	$341K	+$340K	1	0.13%	New
2227	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$337K	+$336K	1	0.14%	New
2228	KA Kovack Advisors Ft. Lauderdale, Florida	$331K	+$330K	1	1.95%	New
2229	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$330K	+$328K	1	0.29%	New
2230	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$328K	+$336K	1	0.03%	New
2231	SP Steelhead Partners Seattle, Washington	$325K	+$306K	1	0.03%	New
2232	Aspiriant LLC Los Angeles, California	$318K	+$317K	1	0.05%	New
2233	SGI SAC Global Investors London, United Kingdom	$317K	+$307K	1	0.13%	New
2234	RCA Rex Capital Advisors Providence, Rhode Island	$314K	+$318K	1	0.25%	New
2235	UIM Underhill Investment Management Greenbrae, California	$314K	+$314K	1	0.19%	New
2236	Loews Corp New York	$307K	+$285K	1	0%	New
2237	ArrowMark Colorado Holdings Denver, Colorado	$306K	+$305K	1	0.08%	New
2238	SWA SFMG Wealth Advisors Plano, Texas	$303K	+$302K	1	0.12%	New
2239	Check Capital Management Costa Mesa, California	$301K	+$300K	1	0.04%	New
2240	YCM Yorkville Capital Management New York	$299K	+$299K	1	0.28%	New
2241	OCM Oakwood Capital Management Los Angeles, California	$296K	+$295K	1	0.12%	New
2242	SCM Steward Capital Management Bloomfield Hills, Michigan	$293K	+$291K	1	0.38%	New
2243	CCM Compass Capital Management Minneapolis, Minnesota	$292K	+$274K	1	0.07%	New
2244	Fenimore Asset Management Cobleskill, New York	$285K	+$284K	1	0.02%	New
2245	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$285K	+$284K	1	0.18%	New
2246	BWM Baystate Wealth Management Boston, Massachusetts	$284K	+$277K	4	0.14%	New
2247	Trillium Asset Management Boston, Massachusetts	$283K	+$282K	1	0.03%	New
2248	GMA Goldstein Munger & Associates San Ramon, California	$281K	+$279K	1	0.11%	New
2249	Alesco Advisors Pittsford, New York	$279K	+$278K	1	0.03%	New
2250	WIC Wood Investment Counsel Denver, Colorado	$278K	+$262K	1	0.05%	New