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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	LP LGL Partners Philadelphia, Pennsylvania	$477K	+$10.6K	1	0.19%	Increased
3127	Första AP-fonden Stockholm, Sweden	$475K	-$4.48M	1	0.02%	Reduced
3128	RW REDW Wealth Albuquerque, New Mexico	$475K	+$83.1K	2	0.28%	Increased
3129	KM Kalos Management Alpharetta, Georgia	$474K	-$403	2	0.22%	Reduced
3130	John W. Bristol & Co New York	$473K	$0	1	0.01%	Maintained
3131	CG CFO4Life Group Coppell, Texas	$469K	+$233K	2	0.21%	Increased
3132	AIA AIMZ Investment Advisors Los Altos, California	$468K	-$16.9K	2	0.32%	Reduced
3133	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$465K	$0	1	0.11%	Maintained
3134	PCMC Private Capital Management (Colorado) Denver, Colorado	$464K	-$38.6K	2	0.33%	Reduced
3135	TA Trellis Advisors Ellensburg, Washington	$464K	+$103K	1	0.39%	Increased
3136	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$463K	+$60.5K	1	0.08%	Increased
3137	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$462K	$0	1	0.23%	Maintained
3138	CWM Cedar Wealth Management Walnut Creek, California	$461K	$0	2	0.3%	Maintained
3139	TD Ameritrade Investment Management Omaha, Nebraska	$459K	-$29.7K	13	0%	Reduced
3140	HWA HHM Wealth Advisors Chattanooga, Tennessee	$458K	+$3.1K	1	0.27%	Increased
3141	AIA Arbor Investment Advisors Winston Salem, North Carolina	$455K	$0	1	0.14%	Maintained
3142	WP Wedgewood Partners St Louis, Missouri	$455K	$0	1	0.04%	Maintained
3143	EPP ETF Portfolio Partners Leawood, Kansas	$454K	$0	1	0.24%	Maintained
3144	LIM Longfellow Investment Management Boston, Massachusetts	$452K	-$1.31M	1	0.38%	Reduced
3145	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$452K	+$10.9K	5	0.28%	Increased
3146	SFG StrategIQ Financial Group Merrillville, Indiana	$450K	+$29.9K	2	0.13%	Increased
3147	FCIM Fairview Capital Investment Management Greenbrae, California	$449K	-$31.5M	2	0.02%	Reduced
3148	Fenimore Asset Management Cobleskill, New York	$447K	$0	1	0.01%	Maintained
3149	JIP JBJ Investment Partners Charleston, South Carolina	$445K	-$141K	2	0.16%	Reduced
3150	PCM Poehling Capital Management Madison, Wisconsin	$444K	+$6.25K	1	0.3%	Increased