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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	CCM CWH Capital Management Spokane, Washington	$211K	+$217K	1	0.1%	New
3052	BIA Barry Investment Advisors New Bedford, Massachusetts	$209K	+$861	1	0.08%	Increased
3053	CFC Coyle Financial Counsel Glenview, Illinois	$208K	+$214K	8	0.19%	New
3054	ZF Zhang Financial Portage, Michigan	$207K	-$22.1K	1	0.11%	Reduced
3055	GIM Greystone Investment Management Cincinnati, Ohio	$206K	$0	1	0.09%	Maintained
3056	PW Peninsula Wealth San Francisco, California	$204K	+$203K	1	0.12%	New
3057	JMG Financial Group Downers Grove, Illinois	$203K	+$193K	1	0.02%	New
3058	LFA Landmark Financial Advisors Bowling Green, Kentucky	$203K	-$1K	1	0.13%	Reduced
3059	Simon Quick Advisors Morristown, New Jersey	$203K	-$293K	6	0.09%	Reduced
3060	Dynasty Wealth Management St. Petersburg, Florida	$201K	+$206K	1	0.42%	New
3061	FFG Ford Financial Group Fresno, California	$201K	+$7.07K	1	0.15%	Increased
3062	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$200K	+$205K	1	0.06%	New
3063	BFG Barber Financial Group Lenexa, Kansas	$198K	+$29.5K	1	0.06%	Increased
3064	CG Corundum Group Colorado Springs, Colorado	$198K	+$16.2K	1	0.24%	Increased
3065	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$197K	-$74.1K	3	0.08%	Reduced
3066	LYV Live Your Vision West Conshohocken, Pennsylvania	$195K	+$149K	3	0.06%	Increased
3067	BAMG Brand Asset Management Group Chesterfield, Missouri	$191K	+$202K	4	0.15%	New
3068	AC Avenir Corporation Alexandria, Virginia	$178K	$0	1	0.02%	Maintained
3069	WCG Wall Capital Group Phoenix, Arizona	$178K	+$182K	1	0.1%	New
3070	RMSCM R.M. Sincerbeaux Capital Management New York	$174K	-$8.4K	1	0.15%	Reduced
3071	SFA Stewardship Financial Advisors Stockbridge, Georgia	$172K	$0	1	0.09%	Maintained
3072	IF Ironwood Financial Tucson, Arizona	$171K	$0	2	0.1%	Maintained
3073	Rothschild & Co Wealth Management (UK) London, United Kingdom	$171K	+$56.4K	3	0.01%	Increased
3074	Weiss Asset Management Boston, Massachusetts	$168K	-$30.8K	1	0.02%	Reduced
3075	DFIG Dragon Financial & Investment Group San Mateo, California	$167K	-$9.67K	1	0.19%	Reduced