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
2301	EMA Efficient Market Advisors San Diego, California	$88K	+$87.5K	1	0.03%	New
2302	LWA Lenox Wealth Advisors New York	$86K	+$85.2K	6	0.1%	New
2303	DMK David M. Knott	$83.5K	+$83.1K	1	0.02%	New
2304	AIB Allied Irish Banks Dublin 4, Ireland	$71K	+$69.6K	1	5.94%	New
2305	MWAM Mariner Wealth Advisors (Madison) Overland Park, Kansas	$56K	+$54.3K	3	0.02%	New
2306	JT Jump Trading Chicago, Illinois	$54K	+$53.1K	2	0.02%	New
2307	CCM Credo Capital Management Baltimore, Maryland	$51K	+$49.1K	3	0.04%	New
2308	MIM Macroview Investment Management Bethesda, Maryland	$39K	+$37.2K	5	0.04%	New
2309	CP Corbenic Partners Bethlehem, Pennsylvania	$38K	+$37.9K	1	0.04%	New
2310	AFS Aft Forsyth & Sober Valrico, Florida	$35K	+$34.7K	1	0.01%	New
2311	EU Emory University Atlanta, Georgia	$34K	+$32.8K	2	0.02%	New
2312	PFG Piershale Financial Group Barrington, Illinois	$33K	+$30.4K	3	0.06%	New
2313	CEMP Compass Efficient Model Portfolios Brentwood, Tennessee	$26K	+$25.9K	2	0.02%	New
2314	PFG Pacific Financial Group Bellevue, Washington	$25K	+$23.8K	1	0.05%	New
2315	IFWM Institute for Wealth Management Denver, Colorado	$16K	+$16.2K	1	0.01%	New
2316	RIM Ranger International Management Lake Forest, Illinois	$14K	+$13.6K	1	0.01%	New
2317	NMLIC Northwestern Mutual Life Insurance Company Milwaukee, Wisconsin	$5K	+$5.25K	2	0%	New
2318	KIG Kessler Investment Group Columbus, Indiana	$4K	+$3.76K	1	0.01%	New