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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	VBFG Vishria Bird Financial Group Memphis, Tennessee	$318K	$0	1	0.32%	Maintained
3177	SM Southport Management Wilson, Wyoming	$318K	$0	1	1.48%	Maintained
3178	CFA Camarda Financial Advisors Fleming Island, Florida	$317K	+$63.9K	12	0.61%	Increased
3179	AC Addison Capital Conshohocken, Pennsylvania	$315K	$0	1	0.24%	Maintained
3180	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$315K	+$302K	11	0.27%	New
3181	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$314K	$0	1	0.27%	Maintained
3182	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$312K	-$6.78K	2	0.15%	Reduced
3183	PEA Pacific Edge Advisors Corona Del Mar, California	$312K	$0	1	0.19%	Maintained
3184	Alesco Advisors Pittsford, New York	$310K	-$13.1K	1	0.02%	Reduced
3185	CMP Courage Miller Partners Norfolk, Virginia	$310K	$0	1	0.18%	Maintained
3186	EI Ellevest Inc New York	$308K	+$33.8K	7	0.15%	Increased
3187	Mesirow Financial Investment Management Chicago, Illinois	$308K	+$329K	1	1.22%	New
3188	VWA VERITY Wealth Advisors Sausalito, United States	$308K	-$16.6K	1	0.31%	Reduced
3189	RWM Raffa Wealth Management Washington, District of Columbia	$308K	+$66.3K	13	0.12%	Increased
3190	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$304K	+$8.47K	1	0.32%	Increased
3191	Thornburg Investment Management Santa Fe, New Mexico	$304K	+$297K	1	0%	New
3192	CWM Capital Wealth Management W. Warwick, Rhode Island	$301K	-$11.4K	1	0.3%	Reduced
3193	AIA Arcadia Investment Advisors Eagle, Idaho	$300K	-$9.24K	2	0.23%	Reduced
3194	CWA Cypress Wealth Advisors San Francisco, California	$297K	+$25.4K	1	0.34%	Increased
3195	ICA Infrastructure Capital Advisors New York	$297K	+$277K	1	0.04%	New
3196	Advisory Alpha Holland, Michigan	$296K	+$270K	12	0.11%	New
3197	HHGA Halbert Hargrove Global Advisors Long Beach, California	$295K	-$603K	1	1.04%	Reduced
3198	PI Parkside Investments Deerfield, Illinois	$294K	+$12.2K	1	0.08%	Increased
3199	MWP Moller Wealth Partners	$292K	-$372K	1	0.13%	Reduced
3200	SFS Summit Financial Strategies Columbus, Ohio	$291K	+$6.75K	1	0.15%	Increased