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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	BWP BSW Wealth Partners Boulder, Colorado	$1.07M	+$264K	1	0.83%	Increased
2227	TT Tiedemann Trust Wilmington, Delaware	$1.06M	-$16.3K	2	0.09%	Reduced
2228	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.06M	+$225K	2	0.26%	Increased
2229	DIP DT Investment Partners Chadds Ford, Pennsylvania	$1.05M	+$537K	1	0.34%	Increased
2230	Empirical Wealth Management Seattle, Washington	$1.04M	+$218K	2	0.25%	Increased
2231	KIA King Investment Advisors Houston, Texas	$1.04M	-$91.2K	1	0.47%	Reduced
2232	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$1.03M	+$82.9K	1	0.77%	Increased
2233	ZDA Zweig-DiMenna Associates New York	$1.03M	-$23.1M	4	0.05%	Reduced
2234	AHC Anderson Hoagland & Co St Louis, Missouri	$1.03M	$0	2	0.64%	Maintained
2235	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.02M	-$779K	1	0.14%	Reduced
2236	MWP Moller Wealth Partners	$1.01M	+$6.48K	1	0.48%	Increased
2237	Driehaus Capital Management Chicago, Illinois	$1M	+$991K	1	0.04%	New
2238	LWM Lenox Wealth Management Cincinnati, Ohio	$990K	-$9.01K	4	0.67%	Reduced
2239	NA Nottingham Advisors Amherst, New York	$982K	-$25K	1	0.34%	Reduced
2240	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$978K	+$77.4K	1	0.12%	Increased
2241	RIM Reliant Investment Management Memphis, Tennessee	$969K	+$88.1K	1	0.9%	Increased
2242	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$968K	+$13.7K	2	0.59%	Increased
2243	WI Wedgewood Investors Erie, Pennsylvania	$967K	-$15.8K	3	1%	Reduced
2244	RAM Ramsey Asset Management Reston, Virginia	$957K	$0	1	1.24%	Maintained
2245	SAM Summit Asset Management Memphis, Tennessee	$940K	+$12K	1	0.72%	Increased
2246	T TradeWorx Red Bank, New Jersey	$939K	-$2.68M	4	1.24%	Reduced
2247	GAM Gemmer Asset Management Walnut Creek, California	$938K	+$74.4K	33	0.67%	Increased
2248	MAM Marquette Asset Management Minneapolis, Minnesota	$936K	+$234K	3	0.4%	Increased
2249	Heritage Wealth Advisors Richmond, Virginia	$932K	-$14.7K	2	0.97%	Reduced
2250	MLIM Mountain Lake Investment Management Boca Raton, Florida	$931K	+$357K	1	0.6%	Increased