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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
3176	AEPG American Economic Planning Group Warren, New Jersey	$254K	-$12.2K	1	0.08%	Reduced
3177	GF Goodman Financial Houston, Texas	$254K	-$12K	1	0.14%	Reduced
3178	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$252K	-$116K	2	0.14%	Reduced
3179	AIC Ayalon Insurance Company Ramat Gan, Israel	$251K	+$66.9K	3	0.2%	Increased
3180	ZIM ZPR Investment Management Orange City, Florida	$251K	+$261K	2	0.5%	New
3181	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$250K	+$268K	1	0.31%	New
3182	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$250K	+$4.55K	1	0.05%	Increased
3183	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$249K	-$459K	1	0.14%	Reduced
3184	SFS Summit Financial Strategies Columbus, Ohio	$248K	-$187K	1	0.14%	Reduced
3185	MS Mizuho Securities Tokyo, Japan	$247K	+$275K	3	0.02%	New
3186	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$244K	-$140K	1	0.02%	Reduced
3187	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$242K	-$82.7K	8	0.22%	Reduced
3188	RW REDW Wealth Albuquerque, New Mexico	$241K	-$69.1K	1	0.17%	Reduced
3189	LWA Lowe Wealth Advisors Columbia, Maryland	$239K	-$117K	4	0.16%	Reduced
3190	EI Ellevest Inc New York	$238K	+$271K	5	0.12%	New
3191	ES Equitec Specialists Chicago, Illinois	$238K	+$296K	1	0.07%	New
3192	PWA Peterson Wealth Advisors Orem, Utah	$238K	-$25.6K	1	0.19%	Reduced
3193	RWM Reston Wealth Management Reston, Virginia	$238K	+$255K	1	0.23%	New
3194	VWA VERITY Wealth Advisors Sausalito, United States	$237K	+$296K	1	0.27%	New
3195	VAM Visionary Asset Management Houston, Texas	$237K	-$3.25M	1	0.09%	Reduced
3196	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$236K	+$294K	1	0.1%	New
3197	KA Kintegral Advisory New York	$235K	+$255K	1	0.07%	New
3198	NCM Neumann Capital Management Foster City, California	$235K	-$24.2K	1	0.18%	Reduced
3199	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$230K	-$246K	1	0.89%	Reduced
3200	LGWM Litman Gregory Wealth Management Larkspur, California	$230K	-$57K	4	0.07%	Reduced