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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
3026	RGIA Rainier Group Investment Advisory Bellevue, Washington	$675K	-$203K	1	0.31%	Reduced
3027	SC Schoolcraft Capital Boulder, Colorado	$675K	-$42.7K	2	0.39%	Reduced
3028	RWM Raffa Wealth Management Washington, District of Columbia	$674K	+$647K	17	0.24%	New
3029	B Bridgeworth Birmingham, Alabama	$674K	+$251K	3	0.26%	Increased
3030	CAIMH Central Asset Investments & Management Holdings Hong Kong	$674K	+$651K	1	0.86%	New
3031	MFS Madrona Financial Services Everett, Washington	$669K	-$10.9K	2	0.49%	Reduced
3032	MF Madrona Funds Everett, Washington	$669K	+$634K	2	0.49%	New
3033	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$668K	-$185K	1	0.17%	Reduced
3034	&Partners Nashville, Tennessee	$665K	+$4.65K	2	0.86%	Increased
3035	PWM Paulson Wealth Management Wheaton, Illinois	$663K	-$12.1K	3	0.5%	Reduced
3036	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$661K	-$134K	6	0.44%	Reduced
3037	BT Brandywine Trust Hockessin, Delaware	$655K	$0	1	0.44%	Maintained
3038	FFG Ford Financial Group Fresno, California	$653K	+$3.35K	2	0.42%	Increased
3039	GA Gateway Advisory Westfield, New Jersey	$650K	-$9.4K	2	0.22%	Reduced
3040	HS Horan Securities Cincinnati, United States	$650K	+$11.4K	7	0.72%	Increased
3041	ACM Ategra Capital Management Vienna, Virginia	$644K	$0	2	0.58%	Maintained
3042	DIP DT Investment Partners Chadds Ford, Pennsylvania	$640K	$0	2	0.08%	Maintained
3043	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$640K	$0	2	0.42%	Maintained
3044	DLG Daniel L. Goodwin	$638K	+$94	1	0.29%	Increased
3045	WDL Well Done LLC Holland, Michigan	$636K	-$12K	2	0.16%	Reduced
3046	AIM AIA Investment Management Singapore	$635K	+$633K	9	0.17%	New
3047	AAM Arabesque Asset Management London, United Kingdom	$634K	+$610K	3	0.29%	New
3048	SVCP Silicon Valley Capital Partners San Jose, California	$634K	+$236K	2	0.25%	Increased
3049	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$628K	$0	2	0.52%	Maintained
3050	AWM Alterna Wealth Management Houston, Texas	$627K	+$37.5K	2	0.74%	Increased