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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
2726	JWM Janiczek Wealth Management Denver, Colorado	$478K	$0	1	0.27%	Maintained
2727	ACM AlphaStar Capital Management Cornelius, North Carolina	$472K	+$492K	1	0.47%	New
2728	RCS Retirement Capital Strategies San Jose, California	$472K	-$120K	1	0.25%	Reduced
2729	MFWM Motley Fool Wealth Management Alexandria, Virginia	$471K	-$249K	1	0.04%	Reduced
2730	FPIS Financial Planning & Information Services De Pere, Wisconsin	$467K	$0	1	0.16%	Maintained
2731	KM Kalos Management Alpharetta, Georgia	$466K	+$469K	2	0.3%	New
2732	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$461K	+$14.7K	6	0.25%	Increased
2733	PL Parkwood LLC Cleveland, Ohio	$459K	-$1.51M	2	0.07%	Reduced
2734	WIM Wittenberg Investment Management Carlisle, Massachusetts	$449K	$0	1	0.19%	Maintained
2735	SAM Solaris Asset Management New York	$442K	+$7.28K	4	0.26%	Increased
2736	PTCG Pring Turner Capital Group Alamo, California	$435K	-$2.54K	1	0.43%	Reduced
2737	HCM Horrell Capital Management Little Rock, Arkansas	$434K	$0	5	0.24%	Maintained
2738	FFS Founders Financial Securities Towson, Maryland	$431K	+$16.4K	1	0.15%	Increased
2739	LTI Laffer Tengler Investments Nashville, Tennessee	$427K	-$166K	1	0.11%	Reduced
2740	PO Private Ocean San Rafael, California	$417K	+$11.1K	6	0.25%	Increased
2741	BJ Brouwer & Janachowski Mill Valley, California	$408K	-$371K	1	0.08%	Reduced
2742	EPP ETF Portfolio Partners Leawood, Kansas	$404K	$0	1	0.29%	Maintained
2743	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$403K	-$17.9K	1	0.06%	Reduced
2744	PCFFS Pacific Center for Financial Services San Ramon, California	$400K	$0	7	0.26%	Maintained
2745	CF Corrigan Financial Middletown, Rhode Island	$396K	+$20.4K	1	0.35%	Increased
2746	Edgewood Management Greenwich, Connecticut	$395K	$0	1	0%	Maintained
2747	CC Capital Counsel New York	$391K	-$121K	1	0.04%	Reduced
2748	NVIM New Vernon Investment Management Highland Park, Illinois	$391K	$0	1	0.43%	Maintained
2749	RIA RPG Investment Advisory Pleasanton, California	$391K	+$136K	10	0.1%	Increased
2750	HCM HM Capital Management Clayton, Missouri	$386K	+$51.7K	1	0.34%	Increased