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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
3051	MFWM Motley Fool Wealth Management Alexandria, Virginia	$227K	-$256K	1	0.02%	Reduced
3052	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$227K	+$208K	1	0.06%	New
3053	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$226K	$0	1	0.1%	Maintained
3054	SMH Sanders Morris Harris Houston, Texas	$226K	-$39.2K	1	0.1%	Reduced
3055	SFA Stewardship Financial Advisors Stockbridge, Georgia	$226K	+$54.9K	1	0.12%	Increased
3056	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$226K	$0	1	0.12%	Maintained
3057	Brinker Capital Investments Berwyn, Pennsylvania	$225K	-$32.2K	7	0.01%	Reduced
3058	NPPM North Point Portfolio Managers Orange Village, Ohio	$225K	-$42.9K	1	0.04%	Reduced
3059	AIP Ahrens Investment Partners Lafayette, Louisiana	$224K	+$212K	1	0.09%	New
3060	KFA Kabarec Financial Advisors Palatine, Illinois	$224K	+$220K	1	0.14%	New
3061	FRM Foundation Resource Management Little Rock, Arkansas	$223K	$0	1	0.04%	Maintained
3062	HWM Highwater Wealth Management Glendale, Colorado	$223K	-$8.72K	1	0.48%	Reduced
3063	OAM Occidental Asset Management Burlingame, California	$221K	-$300K	1	0.11%	Reduced
3064	VCM Vivaldi Capital Management Chicago, Illinois	$220K	+$213K	1	0.18%	New
3065	MCG McCollum Christoferson Group Amherst, New York	$214K	+$219K	1	0.09%	New
3066	TC Trilogy Capital Irvine, California	$212K	+$191K	1	0.03%	New
3067	WAM Wilsey Asset Management San Diego, California	$212K	-$48.2K	1	0.12%	Reduced
3068	SPM Symmetry Peak Management Radnor, Pennsylvania	$211K	-$573K	1	0.17%	Reduced
3069	CG Corundum Group Colorado Springs, Colorado	$210K	-$1.05K	1	0.23%	Reduced
3070	GIM Greystone Investment Management Cincinnati, Ohio	$210K	-$1.18M	1	0.1%	Reduced
3071	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$209K	$0	1	0.02%	Maintained
3072	AF Affiance Financial St. Louis Park, Minnesota	$207K	-$42.3K	1	0.15%	Reduced
3073	ECM Engine Capital Management New York	$207K	-$21.5M	1	0.11%	Reduced
3074	CG CFO4Life Group Coppell, Texas	$205K	-$431K	1	0.16%	Reduced
3075	BIA Barry Investment Advisors New Bedford, Massachusetts	$204K	+$193K	1	0.08%	New