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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
3001	CWM Cedar Wealth Management Walnut Creek, California	$258K	+$4.45K	3	0.16%	Increased
3002	RIM Redwood Investment Management Scottsdale, Arizona	$255K	+$293K	1	0.08%	New
3003	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$252K	$0	1	0.07%	Maintained
3004	WIM Wittenberg Investment Management Carlisle, Massachusetts	$251K	$0	1	0.11%	Maintained
3005	BC Barnett & Company Chattanooga, Tennessee	$250K	+$46.4K	3	0.13%	Increased
3006	Mesirow Financial Investment Management Chicago, Illinois	$248K	-$3.81K	1	1.04%	Reduced
3007	AC Addison Capital Conshohocken, Pennsylvania	$246K	-$223K	1	0.2%	Reduced
3008	JA JVL Associates Wyoming, Michigan	$246K	+$261K	1	0.25%	New
3009	SMH Sanders Morris Harris Houston, Texas	$242K	+$77.3K	1	0.1%	Increased
3010	TA Trellis Advisors Ellensburg, Washington	$242K	-$221K	1	0.23%	Reduced
3011	HPC Hobart Private Capital Charlotte, North Carolina	$242K	+$249K	1	0.21%	New
3012	FPC Falcon Point Capital San Francisco, California	$237K	-$14.2K	1	0.05%	Reduced
3013	KFA Kabarec Financial Advisors Palatine, Illinois	$237K	+$1.02K	1	0.15%	Increased
3014	ZF Zhang Financial Portage, Michigan	$234K	+$758	1	0.12%	Increased
3015	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$230K	-$71.4K	5	0.12%	Reduced
3016	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$230K	$0	1	0.16%	Maintained
3017	ZIG Zuckerman Investment Group Chicago, Illinois	$230K	+$226K	1	0.06%	New
3018	DSN D. Scott Neal Lexington, Kentucky	$229K	+$126K	2	0.13%	Increased
3019	PTCG Pring Turner Capital Group Alamo, California	$228K	$0	1	0.24%	Maintained
3020	MFWM Motley Fool Wealth Management Alexandria, Virginia	$223K	-$10.7K	1	0.02%	Reduced
3021	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$223K	$0	1	0.12%	Maintained
3022	FRM Foundation Resource Management Little Rock, Arkansas	$220K	$0	1	0.04%	Maintained
3023	DSAM Dock Street Asset Management Palm Beach, Florida	$218K	+$220K	1	0.08%	New
3024	RT Reliance Trust Atlanta, Georgia	$218K	+$206K	1	4.5%	New
3025	FLII First Long Island Investors Jericho, New York	$216K	+$207K	1	0.03%	New