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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
3126	SAM Security Asset Management New York	$400K	$0	1	0.26%	Maintained
3127	RW REDW Wealth Albuquerque, New Mexico	$399K	+$108K	2	0.24%	Increased
3128	SI Sensato Investors San Francisco, California	$399K	-$2.51M	1	0.11%	Reduced
3129	SA Sicart Associates New York	$397K	-$641K	1	0.17%	Reduced
3130	ODG O'Dell Group Cincinnati, Ohio	$394K	+$4.78K	2	0.25%	Increased
3131	AWA Alaska Wealth Advisors Anchorage, Alaska	$393K	+$396K	1	0.04%	New
3132	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$389K	-$56.5K	5	0.25%	Reduced
3133	LTI Laffer Tengler Investments Nashville, Tennessee	$388K	-$2.31K	1	0.1%	Reduced
3134	Walleye Capital New York	$387K	+$384K	6	0.06%	New
3135	FFG Fortem Financial Group Palm Desert, California	$384K	+$360K	2	0.4%	New
3136	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$384K	+$265K	3	0.14%	Increased
3137	HCM Horrell Capital Management Little Rock, Arkansas	$384K	-$1.13K	5	0.2%	Reduced
3138	TIM Total Investment Management Scottsdale, Arizona	$384K	-$13.5K	1	0.09%	Reduced
3139	GPA Guidance Point Advisors Wellesley, Massachusetts	$383K	$0	1	0.23%	Maintained
3140	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$383K	+$19.6K	1	0.28%	Increased
3141	TA TCG Advisors Austin, Texas	$383K	-$97.5K	11	0.35%	Reduced
3142	CH Canton Hathaway Providence, Rhode Island	$382K	-$12K	6	0.22%	Reduced
3143	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$381K	$0	1	0.33%	Maintained
3144	DSAM Dock Street Asset Management Palm Beach, Florida	$380K	$0	1	0.13%	Maintained
3145	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$379K	+$89.6K	9	0.3%	Increased
3146	EPP ETF Portfolio Partners Leawood, Kansas	$379K	$0	1	0.23%	Maintained
3147	TA Trellis Advisors Ellensburg, Washington	$379K	-$3.46K	1	0.34%	Reduced
3148	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$377K	$0	2	0.32%	Maintained
3149	SWM Selective Wealth Management Forest, Virginia	$370K	+$350K	1	0.45%	New
3150	CANC Culbertson A N & Co Charlottesville, Virginia	$366K	-$79.9K	1	0.11%	Reduced