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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
2801	Ritholtz Wealth Management New York	$977K	-$1.21M	3	0.22%	Reduced
2802	BCAM Boston Common Asset Management Boston, Massachusetts	$970K	-$200K	1	0.14%	Reduced
2803	LFG LifePlan Financial Group Dayton, Ohio	$970K	-$18.2K	7	0.61%	Reduced
2804	SP SWS Partners Columbus, Ohio	$969K	+$6.61K	3	0.73%	Increased
2805	RC Reik & Co New York	$968K	$0	1	0.29%	Maintained
2806	GIP Greatmark Investment Partners Columbus, Georgia	$964K	+$186K	2	0.35%	Increased
2807	AWW Alan W. Weber	$962K	$0	1	0.49%	Maintained
2808	CA Continuum Advisory Eagle, Idaho	$962K	-$34.8K	4	0.71%	Reduced
2809	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$958K	-$539K	3	0.61%	Reduced
2810	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$957K	+$690K	1	1.22%	Increased
2811	MCF Advisors Covington, Kentucky	$956K	-$28K	10	0.18%	Reduced
2812	CIA Capital Impact Advisors Boston, Massachusetts	$951K	$0	1	0.41%	Maintained
2813	AWM AllSquare Wealth Management Albany, New York	$950K	-$206K	7	0.79%	Reduced
2814	COI Capital One Investing Mclean, Virginia	$950K	+$1.06M	2	0.34%	New
2815	LFS Legacy Financial Strategies Overland Park, Kansas	$945K	-$96.3K	2	0.94%	Reduced
2816	LFA Legacy Financial Advisors Covington, Kentucky	$942K	-$152K	19	0.36%	Reduced
2817	AC Avestar Capital New York	$941K	-$59.2K	18	0.64%	Reduced
2818	AO Allen Operations New York	$940K	+$948K	1	0.46%	New
2819	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$937K	+$1M	1	1.37%	New
2820	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$929K	+$1.02M	1	0.97%	New
2821	SA Sicart Associates New York	$927K	-$1.08M	2	0.45%	Reduced
2822	HCM HM Capital Management Clayton, Missouri	$923K	+$75K	2	0.79%	Increased
2823	HRT Financial New York	$923K	-$13M	3	0.13%	Reduced
2824	S Surevest Los Angeles, California	$921K	+$1.06M	3	0.73%	New
2825	AAIM American Assets Investment Management San Diego, California	$920K	-$1.73M	1	0.17%	Reduced