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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	PM Parametrica Management Wanchai, Hong Kong	$431K	-$273K	2	2.04%	Reduced
2927	CWA Cypress Wealth Advisors San Francisco, California	$426K	+$47.3K	1	0.46%	Increased
2928	Edgewood Management Greenwich, Connecticut	$425K	$0	1	0%	Maintained
2929	WCWM Willow Creek Wealth Management Sebastopol, California	$425K	$0	1	0.24%	Maintained
2930	TIM Total Investment Management Scottsdale, Arizona	$420K	+$344	1	0.1%	Increased
2931	WP Wedgewood Partners St Louis, Missouri	$419K	$0	1	0.02%	Maintained
2932	HPWM Highland Private Wealth Management Bellevue, Washington	$418K	+$428K	1	0.15%	New
2933	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$418K	-$4.13K	1	0.23%	Reduced
2934	Polar Asset Management Partners Toronto, Ontario, Canada	$417K	-$7.38M	1	0.01%	Reduced
2935	ODG O'Dell Group Cincinnati, Ohio	$416K	-$20.1K	2	0.28%	Reduced
2936	RWA RGT Wealth Advisors Dallas, Texas	$415K	-$544K	1	1.33%	Reduced
2937	JAM Jolley Asset Management Rocky Mount, North Carolina	$414K	-$10.3K	6	0.28%	Reduced
2938	MWP Moller Wealth Partners	$406K	-$4.2K	1	0.16%	Reduced
2939	CF Corrigan Financial Middletown, Rhode Island	$405K	+$199K	2	0.3%	Increased
2940	ACC Accident Compensation Corp Wellington, New Zealand	$403K	+$130K	1	0.12%	Increased
2941	AGA Accuvest Global Advisors Provo, Utah	$403K	+$407K	1	0.16%	Increased
2942	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$402K	-$138K	2	0.23%	Reduced
2943	NA Nottingham Advisors Amherst, New York	$402K	+$415K	1	0.06%	New
2944	GG GenWealth Group Maplewood, New Jersey	$400K	$0	1	0.2%	Maintained
2945	ECM EII Capital Management New York	$398K	$0	1	0.21%	Maintained
2946	TF TLWM Financial San Antonio, Texas	$397K	-$2.46K	1	0.25%	Reduced
2947	CG CFO4Life Group Coppell, Texas	$395K	+$220K	2	0.16%	Increased
2948	AIM Arcadia Investment Management Kalamazoo, Michigan	$391K	$0	6	0.11%	Maintained
2949	DMK David M. Knott	$390K	$0	1	0.15%	Maintained
2950	SAM Security Asset Management New York	$388K	-$118K	1	0.27%	Reduced