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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
2451	CI CAZ Investments Houston, Texas	$741K	+$689K	1	0.53%	New
2452	CHP Cable Hill Partners Portland, Oregon	$738K	+$712K	14	0.73%	New
2453	New York Life Investment Management New York	$736K	+$105K	2	0.09%	Increased
2454	VFP Verus Financial Partners Richmond, Virginia	$735K	+$1.48K	2	0.39%	Increased
2455	KBG Kahn Brothers Group New York	$734K	-$7.71K	2	0.13%	Reduced
2456	CC Cornerstone Capital Palo Alto, California	$731K	$0	2	0.19%	Maintained
2457	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$723K	-$25.2K	1	1.03%	Reduced
2458	GC Gratry & Company Beachwood, Ohio	$723K	+$293K	1	0.24%	Increased
2459	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$710K	$0	1	0.06%	Maintained
2460	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$708K	-$123	2	0.01%	Reduced
2461	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$708K	$0	2	1.2%	Maintained
2462	AGA Accuvest Global Advisors Provo, Utah	$703K	+$517K	1	0.15%	Increased
2463	HS Huntington Steele Oaks, Pennsylvania	$703K	-$3.81K	2	0.29%	Reduced
2464	Annex Advisory Services Brookfield, Wisconsin	$701K	+$137K	2	0.22%	Increased
2465	UFA US Financial Advisors Braintree, Massachusetts	$688K	+$680K	6	0.61%	New
2466	LFA Landmark Financial Advisors Bowling Green, Kentucky	$687K	+$689K	1	0.71%	New
2467	NIS National Investment Services Milwaukee, Wisconsin	$685K	-$7.1M	2	6.49%	Reduced
2468	SFM Signature Financial Management Norfolk, Virginia	$667K	-$164K	1	0.47%	Reduced
2469	Chicago Partners Investment Group Chicago, Illinois	$664K	+$664K	5	0.28%	New
2470	Edgewood Management Greenwich, Connecticut	$656K	$0	2	0.01%	Maintained
2471	AHS Aspiriant Holdings S3 Los Angeles, California	$651K	+$28.2K	2	0.27%	Increased
2472	JDR Jay D. Rosenbaum	$651K	+$661K	1	0.14%	New
2473	AWM Affinity Wealth Management Wilmington, Delaware	$649K	+$648K	2	0.52%	New
2474	CWM Cabot Wealth Management Salem, Massachusetts	$641K	+$123	1	0.16%	Increased
2475	RTS Round Table Services Westfield, New Jersey	$641K	$0	1	0.51%	Maintained