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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
3101	RW REDW Wealth Albuquerque, New Mexico	$528K	+$52.1K	2	0.31%	Increased
3102	EPP ETF Portfolio Partners Leawood, Kansas	$527K	$0	1	0.3%	Maintained
3103	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$527K	-$39.5K	2	0.21%	Reduced
3104	IHL Investment House LLC Redondo Beach, California	$526K	-$152K	2	0.05%	Reduced
3105	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$525K	+$19.9K	1	0.05%	Increased
3106	MPW MA Private Wealth San Carlos, California	$524K	+$3.93K	1	0.15%	Increased
3107	PRC Pearl River Capital Niles, Michigan	$523K	-$233K	11	1.5%	Reduced
3108	SM Senvest Management New York	$520K	+$515K	1	0.04%	New
3109	EP Elkhorn Partners Omaha, Nebraska	$519K	+$26.3K	2	0.3%	Increased
3110	OMIC Old Mission Investment Co Traverse City, Michigan	$517K	+$512K	2	0.49%	New
3111	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$515K	+$175K	2	0.26%	Increased
3112	TF Trek Financial Scottsdale, Arizona	$515K	-$51K	2	0.07%	Reduced
3113	CH Canton Hathaway Providence, Rhode Island	$513K	+$164K	6	0.28%	Increased
3114	CCM Contrarian Capital Management Greenwich, Connecticut	$512K	+$516K	1	0.05%	New
3115	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$509K	-$46.1K	1	0.29%	Reduced
3116	AIP Ahrens Investment Partners Lafayette, Louisiana	$506K	+$265K	2	0.22%	Increased
3117	KCPG Kavar Capital Partners Group Leawood, Kansas	$500K	-$164K	2	0.2%	Reduced
3118	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$498K	-$291K	1	0.68%	Reduced
3119	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$497K	$0	1	0.09%	Maintained
3120	OA Oak Associates Akron, Ohio	$495K	$0	1	0.03%	Maintained
3121	FIM Fernwood Investment Management Quincy, Massachusetts	$490K	+$214K	1	0.24%	Increased
3122	FFG Frisch Financial Group Melville, New York	$490K	-$339K	2	0.3%	Reduced
3123	Advisory Alpha Holland, Michigan	$488K	+$481K	15	0.14%	New
3124	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$487K	$0	1	0.12%	Maintained
3125	BFPW BOK Financial Private Wealth Denver, Colorado	$486K	+$344K	2	0.07%	Increased