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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
2376	AM Account Management Boxford, Massachusetts	$1.1M	-$2.24K	1	0.88%	Reduced
2377	DS Dudley & Shanley Palm Beach, Florida	$1.1M	-$10.8K	1	0.22%	Reduced
2378	WI Wedgewood Investors Erie, Pennsylvania	$1.1M	$0	3	1.05%	Maintained
2379	LK Lumbard & Kellner Hollis, New Hampshire	$1.09M	-$1.67M	2	0.78%	Reduced
2380	Waldron Private Wealth Bridgeville, Pennsylvania	$1.08M	+$144K	3	0.43%	Increased
2381	HA Harfst & Associates Sheridan, Wyoming	$1.08M	+$1.1M	8	0.6%	New
2382	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.07M	+$21.7K	5	0.66%	Increased
2383	Waverly Advisors Birmingham, Alabama	$1.06M	-$31.2K	8	0.65%	Reduced
2384	NC NewSquare Capital Newtown Square, Pennsylvania	$1.06M	+$21.8K	3	0.31%	Increased
2385	NIM NXG Investment Management Dallas, Texas	$1.06M	-$674K	1	0.03%	Reduced
2386	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.06M	+$67.8K	11	0.55%	Increased
2387	VF Virtu Financial New York	$1.05M	+$1.05M	1	0.09%	New
2388	MFWM Motley Fool Wealth Management Alexandria, Virginia	$1.04M	+$1.06M	1	0.17%	New
2389	Cannell & Spears New York	$1.04M	$0	2	0.12%	Maintained
2390	SC Sasco Capital Fairfield, Connecticut	$1.04M	-$381K	3	0.02%	Reduced
2391	SIM Strategic Investment Management Arlington, Virginia	$1.04M	+$744K	3	0.69%	Increased
2392	PS Presima Securities Montreal, Quebec, Canada	$1.04M	$0	1	0.22%	Maintained
2393	AIM Ada Investment Management New York	$1.04M	+$1.1M	2	1.3%	New
2394	NV Nair Vinay	$1.04M	-$1.83M	2	1.3%	Reduced
2395	GIPM G2 Investment Partners Management New York	$1.04M	+$1.03M	1	0.38%	New
2396	Hills Bank & Trust North Liberty, Iowa	$1.04M	-$347K	1	0.38%	Reduced
2397	Empirical Wealth Management Seattle, Washington	$1.02M	+$104K	2	0.24%	Increased
2398	GCA GSI Capital Advisors Newport Beach, California	$1.02M	+$1.16M	1	1.12%	New
2399	Conestoga Capital Advisors Wayne, Pennsylvania	$1.02M	+$7.61K	3	0.07%	Increased
2400	BCM Boyle Capital Management West Des Moines, Iowa	$1.02M	-$68.6K	1	1.02%	Reduced