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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	FC Fayerweather Charles	$1.65M	-$41.4K	3	5.6%	Reduced
2252	CCM Cupps Capital Management Chicago, Illinois	$1.64M	-$79.4K	3	0.15%	Reduced
2253	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.64M	-$2.73K	3	1.29%	Reduced
2254	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.63M	+$23.9K	3	0.17%	Increased
2255	SAM Security Asset Management New York	$1.62M	+$1.62M	2	1.61%	New
2256	PIM Parasol Investment Management Westmont, Illinois	$1.62M	+$229K	8	1.12%	Increased
2257	POA Pergamon Offshore Advisors New York	$1.61M	+$1.57M	3	1.51%	New
2258	NEPPG New England Professional Planning Group Westerly, Rhode Island	$1.6M	+$1.65M	2	2.36%	New
2259	CP Cinque Partners Los Angeles, California	$1.6M	-$1.06M	1	0.94%	Reduced
2260	I2I Insight 2811 Inc Chicago, Illinois	$1.58M	+$237K	2	0.77%	Increased
2261	AIM Arcadia Investment Management Kalamazoo, Michigan	$1.56M	-$28.2K	1	0.44%	Reduced
2262	AIM Advantage Investment Management Cedar Rapids, Iowa	$1.54M	+$1.53M	13	1.15%	New
2263	TC TradeLink Capital Chicago, Illinois	$1.53M	-$215K	10	2.03%	Reduced
2264	HighPoint Advisor Group Downers Grove, Illinois	$1.52M	+$1.57M	1	2.8%	New
2265	SCM Stanley Capital Management Houston, Texas	$1.52M	+$1.61M	1	1.35%	New
2266	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$1.51M	+$1.46M	3	0.9%	New
2267	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$1.51M	+$18.6K	1	0.61%	Increased
2268	CIA Capital Impact Advisors Boston, Massachusetts	$1.51M	+$1.47M	2	0.71%	Increased
2269	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.51M	$0	3	0.6%	Maintained
2270	MCA Mercer Capital Advisers Little Silver, New Jersey	$1.5M	+$1.46M	6	1.32%	New
2271	SAA Southeast Asset Advisors Thomasville, Georgia	$1.5M	$0	2	0.54%	Maintained
2272	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.5M	+$1.05M	4	0.5%	Increased
2273	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.49M	+$1.51M	1	1.38%	New
2274	JGC J. Goldman & Co New York	$1.49M	-$6.61M	1	0.18%	Reduced
2275	KIG Kessler Investment Group Columbus, Indiana	$1.49M	+$234K	2	2.43%	Increased