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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
2351	ACM Armbruster Capital Management Pittsford, New York	$1.47M	-$25.7K	8	0.95%	Reduced
2352	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.46M	+$13.7K	3	0.92%	Increased
2353	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.46M	-$557K	2	2.95%	Reduced
2354	Hills Bank & Trust North Liberty, Iowa	$1.46M	-$12.8K	2	0.54%	Reduced
2355	PCA Peddock Capital Advisors Braintree, Massachusetts	$1.46M	+$31.9K	4	0.93%	Increased
2356	IAS INR Advisory Services Media, Pennsylvania	$1.46M	$0	1	0.27%	Maintained
2357	WCM Weik Capital Management Wyomissing, Pennsylvania	$1.45M	+$5.4K	3	0.87%	Increased
2358	PIM Parasol Investment Management Westmont, Illinois	$1.45M	-$15.1K	5	1.51%	Reduced
2359	BWM Biltmore Wealth Management Tempe, Arizona	$1.45M	-$1.06M	1	1.22%	Reduced
2360	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.45M	-$84.4K	11	1.6%	Reduced
2361	LWM LBA Wealth Management Jacksonville, Florida	$1.45M	-$134K	8	0.81%	Reduced
2362	MIM Montgomery Investment Management Rockville, Maryland	$1.44M	-$26K	1	0.7%	Reduced
2363	BP BBR Partners New York	$1.44M	+$598K	3	0.24%	Increased
2364	BLAM Bourne Lent Asset Management Pawling, New York	$1.44M	+$22.6K	1	1.13%	Increased
2365	VHMC Value Holdings Management Company Hampton Bays, New York	$1.44M	-$111K	2	0.92%	Reduced
2366	KLI Kelman-Lazarov Inc Memphis, Tennessee	$1.43M	-$178K	3	0.82%	Reduced
2367	FPCP Fort Point Capital Partners San Francisco, California	$1.43M	-$525K	3	0.69%	Reduced
2368	Nikko Asset Management Americas New York	$1.42M	-$45.7K	1	0.14%	Reduced
2369	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.42M	-$2.49K	4	1.87%	Reduced
2370	EM Emancipation Management New York	$1.42M	-$325K	1	1.73%	Reduced
2371	TIA Trust Investment Advisors Indianapolis, Indiana	$1.41M	-$76.4K	1	1.66%	Reduced
2372	EAM Evanson Asset Management Carmel, California	$1.41M	-$75.8K	2	0.42%	Reduced
2373	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.4M	$0	1	0.19%	Maintained
2374	OIM Orca Investment Management Roseburg, Oregon	$1.39M	-$613K	1	1.36%	Reduced
2375	Mizuho Securities USA New York	$1.39M	+$1.39M	2	0.22%	New