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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
2976	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$337K	-$263K	1	0.15%	Reduced
2977	DSN D. Scott Neal Lexington, Kentucky	$330K	+$102K	1	0.18%	Increased
2978	VR Viridian RIA Bothell, Washington	$328K	-$95.6K	1	0.16%	Reduced
2979	SHJ Sharkey, Howes & Javer Denver, Colorado	$326K	-$8.8K	4	0.18%	Reduced
2980	PCFFS Pacific Center for Financial Services San Ramon, California	$324K	$0	8	0.19%	Maintained
2981	SFC SYM Financial Corp Winona Lake, Indiana	$324K	-$74.6K	1	0.19%	Reduced
2982	TA Trellis Advisors Ellensburg, Washington	$324K	+$78.4K	1	0.3%	Increased
2983	RW REDW Wealth Albuquerque, New Mexico	$317K	$0	1	0.23%	Maintained
2984	PEA Pacific Edge Advisors Corona Del Mar, California	$316K	-$208K	1	0.17%	Reduced
2985	LWA Lenox Wealth Advisors New York	$315K	-$103K	9	0.07%	Reduced
2986	LI LVZ Inc Holland, Michigan	$315K	$0	1	0.08%	Maintained
2987	NCM Northwest Capital Management Lake Oswego, Oregon	$308K	$0	1	0.38%	Maintained
2988	WA WP Advisors San Francisco, California	$303K	+$307K	3	0.29%	New
2989	SMH Sanders Morris Harris Houston, Texas	$299K	+$56K	1	0.14%	Increased
2990	BAM Boyar Asset Management New York	$298K	$0	1	0.22%	Maintained
2991	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$293K	$0	1	0.22%	Maintained
2992	SGS Sterling Global Strategies Carlsbad, California	$293K	$0	1	1.89%	Maintained
2993	MA MYDA Advisors Woodmere, New York	$292K	-$543K	2	0.13%	Reduced
2994	JCP Jabre Capital Partners Geneva, Switzerland	$288K	-$2.25M	1	0.02%	Reduced
2995	Klingman & Associates New York	$287K	$0	1	0.06%	Maintained
2996	CIA CSat Investment Advisory Detroit, Michigan	$286K	+$302K	13	0.15%	New
2997	Alesco Advisors Pittsford, New York	$285K	$0	1	0.02%	Maintained
2998	AEPG American Economic Planning Group Warren, New Jersey	$282K	+$9.18K	1	0.1%	Increased
2999	CFA Capstone Financial Advisors Downers Grove, Illinois	$280K	-$3.33K	1	0.08%	Reduced
3000	VBFG Vishria Bird Financial Group Memphis, Tennessee	$280K	+$287K	1	0.26%	New