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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
2751	SWRP Summit Wealth & Retirement Planning San Ramon, California	$1.1M	+$1.39M	2	0.83%	New
2752	BA Baugh & Associates Atlanta, Georgia	$1.1M	-$75.9K	1	0.95%	Reduced
2753	WCM Windsor Capital Management Phoenix, Arizona	$1.1M	-$658K	3	0.57%	Reduced
2754	GP Geneva Partners Lake Geneva, Wisconsin	$1.1M	-$617K	1	1.27%	Reduced
2755	HFP Holistic Financial Partners Indianapolis, Indiana	$1.1M	-$6.26K	5	1.14%	Reduced
2756	UA Unison Advisors Washington, District of Columbia	$1.09M	+$6.2K	1	0.86%	Increased
2757	TIA Trust Investment Advisors Indianapolis, Indiana	$1.09M	+$17.3K	1	1.38%	Increased
2758	Waverly Advisors Birmingham, Alabama	$1.08M	-$3.55M	4	0.19%	Reduced
2759	KLCM KG&L Capital Management Saint Francisville, Louisiana	$1.08M	+$1.19M	4	1.21%	New
2760	Annex Advisory Services Brookfield, Wisconsin	$1.08M	+$194K	3	0.17%	Increased
2761	Ninepoint Partners Toronto, Ontario, Canada	$1.08M	-$31.1K	1	0.3%	Reduced
2762	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$1.08M	+$1.17M	2	0.11%	New
2763	Integrated Wealth Concepts Waltham, Massachusetts	$1.08M	-$524K	3	0.29%	Reduced
2764	GE General Electric Evendale, Ohio	$1.08M	$0	1	3.07%	Maintained
2765	NF Nikulski Financial Bettendorf, Iowa	$1.07M	-$20.4K	2	1.13%	Reduced
2766	Baystate Wealth Management Boston, Massachusetts	$1.07M	+$43.6K	13	0.16%	Increased
2767	FA FCG Advisors Chatham, New Jersey	$1.06M	-$115K	3	0.4%	Reduced
2768	RHFI Reilly Herbert Faulkner III	$1.06M	-$31.5K	3	0.57%	Reduced
2769	VLC Van Leeuwen & Company Princeton, New Jersey	$1.06M	-$1.69M	1	1.06%	Reduced
2770	BA BKS Advisors Southfield, Michigan	$1.05M	+$128K	3	0.48%	Increased
2771	FCAG First Capital Advisors Group Little Silver, New Jersey	$1.05M	-$18.1K	4	0.79%	Reduced
2772	Private Ocean San Rafael, California	$1.05M	-$134K	8	0.3%	Reduced
2773	CHA Cedar Hill Associates Chicago, Illinois	$1.05M	-$2.09M	3	0.4%	Reduced
2774	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$1.05M	+$1.11M	3	1.27%	New
2775	PAA Peregrine Asset Advisers Portland, Oregon	$1.05M	-$7.4M	2	1.37%	Reduced