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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
2326	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.55M	-$656K	3	0.56%	Reduced
2327	NA Nottingham Advisors Amherst, New York	$1.55M	$0	2	0.29%	Maintained
2328	FA FCG Advisors Chatham, New Jersey	$1.55M	-$63K	2	0.54%	Reduced
2329	PAS Partnervest Advisory Services Santa Barbara, California	$1.55M	-$47.1K	3	0.81%	Reduced
2330	PAM Peak Asset Management Louisville, Colorado	$1.54M	+$6.07K	1	0.73%	Increased
2331	IAM ICM Asset Management Spokane, Washington	$1.54M	+$402K	1	2.4%	Increased
2332	SAM Shamrock Asset Management Dallas, Texas	$1.54M	-$1.63M	5	0.91%	Reduced
2333	Nikko Asset Management Americas New York	$1.53M	-$236K	1	0.18%	Reduced
2334	RPG Risk Paradigm Group Austin, Texas	$1.53M	+$372K	4	1.94%	Increased
2335	LWM LBA Wealth Management Jacksonville, Florida	$1.53M	+$125K	9	0.88%	Increased
2336	IAM Integre Asset Management New York	$1.53M	-$9.65M	3	0.46%	Reduced
2337	Lockheed Martin Investment Management Bethesda, Maryland	$1.53M	-$1.42M	1	0.15%	Reduced
2338	PDM Penn Davis McFarland Dallas, Texas	$1.52M	-$13K	1	0.4%	Reduced
2339	HWP Hefty Wealth Partners Auburn, Indiana	$1.52M	-$945K	5	1.42%	Reduced
2340	CWA Cypress Wealth Advisors San Francisco, California	$1.52M	-$142K	1	0.7%	Reduced
2341	EA Elm Advisors Burlingame, California	$1.51M	+$33.8K	3	1.46%	Increased
2342	CPR CSU Producer Resources Fairfield, Ohio	$1.5M	$0	1	10.32%	Maintained
2343	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.5M	+$36.5K	12	1.37%	Increased
2344	ACM Armbruster Capital Management Pittsford, New York	$1.5M	-$126K	8	1.02%	Reduced
2345	EAM Evanson Asset Management Carmel, California	$1.49M	-$17.2K	2	0.51%	Reduced
2346	MIM Montgomery Investment Management Rockville, Maryland	$1.49M	-$28.9K	1	0.85%	Reduced
2347	MFWM Motley Fool Wealth Management Alexandria, Virginia	$1.48M	+$67.4K	1	0.17%	Increased
2348	EP Elkhorn Partners Omaha, Nebraska	$1.47M	-$58.9K	2	0.9%	Reduced
2349	EC Eachwin Capital New York	$1.47M	-$25.4K	3	1.41%	Reduced
2350	IAS INR Advisory Services Media, Pennsylvania	$1.47M	$0	1	0.27%	Maintained