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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
2926	HCM Harvest Capital Management Concord, New Hampshire	$424K	-$278K	1	0.16%	Reduced
2927	OWIM Old West Investment Management Los Angeles, California	$422K	-$327K	1	0.24%	Reduced
2928	VR Viridian RIA Bothell, Washington	$416K	+$414K	1	0.2%	New
2929	SVCP Silicon Valley Capital Partners San Jose, California	$413K	+$2.03K	1	0.24%	Increased
2930	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$412K	+$6.76K	1	0.25%	Increased
2931	TIM Total Investment Management Scottsdale, Arizona	$410K	+$338	1	0.1%	Increased
2932	WP Wedgewood Partners St Louis, Missouri	$409K	$0	1	0.02%	Maintained
2933	FSCM Front Street Capital Management Missoula, Montana	$408K	$0	1	0.16%	Maintained
2934	MWP Moller Wealth Partners	$407K	-$98.6K	1	0.18%	Reduced
2935	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$405K	+$38.7K	1	0.27%	Increased
2936	GG GenWealth Group Maplewood, New Jersey	$399K	$0	1	0.21%	Maintained
2937	CWM Capital Wealth Management W. Warwick, Rhode Island	$397K	$0	1	0.37%	Maintained
2938	GI Glovista Investments Jersey City, New Jersey	$397K	-$536K	2	0.09%	Reduced
2939	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$397K	$0	1	0.37%	Maintained
2940	SFC SYM Financial Corp Winona Lake, Indiana	$393K	-$571K	1	0.24%	Reduced
2941	RIS Retirement Income Solutions Ann Arbor, Michigan	$391K	+$121K	2	0.24%	Increased
2942	AFA Arlington Financial Advisors Santa Barbara, California	$389K	+$19.3K	1	0.26%	Increased
2943	DMK David M. Knott	$387K	-$77.4K	1	0.16%	Reduced
2944	IWA Inspirion Wealth Advisors Libertyville, Illinois	$386K	-$118K	1	0.19%	Reduced
2945	LTI Laffer Tengler Investments Nashville, Tennessee	$376K	-$101K	1	0.09%	Reduced
2946	CWA Cypress Wealth Advisors San Francisco, California	$376K	-$53.6K	1	0.41%	Reduced
2947	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$375K	-$24.5K	9	0.28%	Reduced
2948	AIP Ahrens Investment Partners Lafayette, Louisiana	$375K	+$179K	2	0.16%	Increased
2949	OPWM Oak Point Wealth Management Portage, Michigan	$363K	-$1.7M	6	0.37%	Reduced
2950	RWM Raffa Wealth Management Washington, District of Columbia	$359K	+$18.1K	9	0.13%	Increased