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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	Circle Wealth Management Summit, New Jersey	$209K	+$198K	1	0.07%	New
3052	EWF Epstein & White Financial San Diego, California	$209K	-$41.4K	1	0.14%	Reduced
3053	IF Ironwood Financial Tucson, Arizona	$209K	+$21.1K	3	0.11%	Increased
3054	TA TMD & Associates Scottsdale, Arizona	$209K	+$200K	1	0.15%	New
3055	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$208K	+$1.07K	4	0.1%	Increased
3056	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$205K	$0	3	0.07%	Maintained
3057	WIM Wittenberg Investment Management Carlisle, Massachusetts	$203K	$0	1	0.08%	Maintained
3058	AMM American Money Management Rancho Santa Fe, California	$202K	+$191K	1	0.12%	New
3059	SMH Sanders Morris Harris Houston, Texas	$202K	-$52.5K	1	0.09%	Reduced
3060	SFC SYM Financial Corp Winona Lake, Indiana	$201K	-$76.9K	1	0.11%	Reduced
3061	ZF Zhang Financial Portage, Michigan	$200K	-$21.1K	1	0.1%	Reduced
3062	SI Sensato Investors San Francisco, California	$194K	+$218K	1	0.03%	New
3063	PTCG Pring Turner Capital Group Alamo, California	$183K	-$3.82K	1	0.23%	Reduced
3064	FFG Ford Financial Group Fresno, California	$181K	+$62	1	0.13%	Increased
3065	CT CPF Texas Plano, Texas	$180K	-$23.9K	2	0.09%	Reduced
3066	TCCM Timber Creek Capital Management Boston, Massachusetts	$176K	-$55K	3	0.11%	Reduced
3067	LFA Landmark Financial Advisors Bowling Green, Kentucky	$169K	+$493	1	0.1%	Increased
3068	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$166K	$0	1	0.05%	Maintained
3069	GWA Guidant Wealth Advisors Palatine, Illinois	$166K	-$1.38K	4	0.07%	Reduced
3070	MIM Macroview Investment Management Bethesda, Maryland	$160K	-$13.3K	7	0.5%	Reduced
3071	CFG CKW Financial Group Honolulu, Hawaii	$158K	$0	3	0.03%	Maintained
3072	Weiss Asset Management Boston, Massachusetts	$156K	+$18.7K	1	0.01%	Increased
3073	CF Corrigan Financial Middletown, Rhode Island	$155K	-$217K	1	0.11%	Reduced
3074	AC Avenir Corporation Alexandria, Virginia	$149K	+$1.66K	1	0.02%	Increased
3075	WCG Wall Capital Group Phoenix, Arizona	$147K	$0	1	0.08%	Maintained