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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
2251	BMM Berkshire Money Management Dalton, Massachusetts	$276K	+$275K	1	0.13%	New
2252	LFG LifePlan Financial Group Dayton, Ohio	$276K	+$275K	3	0.31%	New
2253	SG Somerset Group Wayzata, Minnesota	$271K	+$270K	1	0.2%	New
2254	Oberweis Asset Management Lisle, Illinois	$268K	+$267K	1	0.08%	New
2255	PTA Pear Tree Advisors Lincoln, Massachusetts	$260K	+$259K	1	0.35%	New
2256	CL CIM LLC Albany, New York	$259K	+$262K	1	0.17%	New
2257	SJL Shayne & Jacobs LLC Nashville, Tennessee	$259K	+$258K	1	0.23%	New
2258	Zevenbergen Capital Investments Edmonds, Washington	$256K	+$255K	1	0.01%	New
2259	FI FCM Investments Dallas, Texas	$255K	+$249K	3	0.11%	New
2260	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$254K	+$246K	1	0.18%	New
2261	EGA Emerging Global Advisors New York	$252K	+$242K	1	0.1%	New
2262	PA Planning Alternatives Birmingham, Michigan	$252K	+$251K	1	0.14%	New
2263	GI Glovista Investments Jersey City, New Jersey	$251K	+$250K	1	0.06%	New
2264	WCM Wealthcare Capital Management Richmond, Virginia	$251K	+$238K	3	0.05%	New
2265	TFCP Twin Focus Capital Partners Boston, Massachusetts	$247K	+$246K	1	0.25%	New
2266	RVP Relative Value Partners Northbrook, Illinois	$245K	+$244K	1	0.04%	New
2267	W.H. Reaves & Co Jersey City, New Jersey	$243K	+$243K	1	0.01%	New
2268	GJCM Grand Jean Capital Management San Francisco, California	$242K	+$242K	1	0.09%	New
2269	DBG De Burlo Group Boston, Massachusetts	$239K	+$238K	1	0.07%	New
2270	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$236K	+$235K	1	0.35%	New
2271	BCM BP Capital Management Dallas, Texas	$232K	+$231K	1	0.23%	New
2272	VDBMI Van Den Berg Management I Austin, Texas	$222K	+$208K	1	0.02%	New
2273	AC Avenir Corporation Alexandria, Virginia	$221K	+$221K	1	0.02%	New
2274	WCM Weatherstone Capital Management Denver, Colorado	$219K	+$209K	1	0.09%	New
2275	PTC Provident Trust Company Waukesha, Wisconsin	$216K	+$218K	1	0.02%	New