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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
2776	Arax Advisory Partners Denver, Colorado	$956K	+$47K	11	0.41%	Increased
2777	CWM Catamount Wealth Management Westport, Connecticut	$956K	-$352K	6	0.53%	Reduced
2778	BW Biegel & Waller Columbia, Maryland	$953K	-$77.7K	2	0.55%	Reduced
2779	LA LexAurum Advisors Overland Park, Kansas	$949K	+$935K	2	0.89%	New
2780	NA Nottingham Advisors Amherst, New York	$947K	-$24.8K	2	0.13%	Reduced
2781	PSC Prentiss Smith & Co Brattleboro, Vermont	$945K	+$66.5K	2	0.46%	Increased
2782	AIA Armor Investment Advisors Raleigh, North Carolina	$938K	+$26.5K	1	0.85%	Increased
2783	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$938K	-$511K	5	0.63%	Reduced
2784	SAM Solaris Asset Management New York	$938K	+$585K	5	0.53%	Increased
2785	SIS Sound Income Strategies Ft Lauderdale, Florida	$938K	+$774K	9	0.61%	New
2786	ODCM Old Dominion Capital Management Charlottesville, Virginia	$934K	-$217K	2	0.9%	Reduced
2787	Waratah Capital Advisors Toronto, Ontario, Canada	$934K	-$5.01K	1	0.11%	Reduced
2788	CM Capital Management Glen Allen, Virginia	$929K	-$153K	2	0.25%	Reduced
2789	JMH J.M. Hartwell New York	$918K	+$208K	2	0.17%	Increased
2790	LFS Legacy Financial Strategies Overland Park, Kansas	$916K	+$890K	2	0.97%	New
2791	GCIA Gabelli & Co Investment Advisers Rye, New York	$915K	-$704K	2	0.12%	Reduced
2792	JFA JNBA Financial Advisors Bloomington, Minnesota	$913K	+$113K	9	0.19%	Increased
2793	IWA Intercontinental Wealth Advisors San Antonio, Texas	$910K	+$135K	3	0.51%	Increased
2794	Miracle Mile Advisors Los Angeles, California	$907K	+$612K	2	0.15%	Increased
2795	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$906K	+$24.4K	2	0.62%	Increased
2796	AIA AIMZ Investment Advisors Los Altos, California	$904K	-$21.6K	3	0.68%	Reduced
2797	SL Summitry LLC Foster City, California	$904K	-$348K	2	0.08%	Reduced
2798	2L 22NW LP Seattle, Washington	$898K	$0	1	0.44%	Maintained
2799	SWMG Signature Wealth Management Group Atlanta, Georgia	$894K	+$844K	9	0.66%	New
2800	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$893K	+$859K	2	0.75%	New