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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
3226	AAC Acorn Advisory Capital New York	$204K	+$206K	1	0.73%	New
3227	AIA Armor Investment Advisors Raleigh, North Carolina	$204K	$0	1	0.21%	Maintained
3228	HA Harbor Advisors West Palm Beach, Florida	$201K	-$527K	1	0.08%	Reduced
3229	PAM Peak Asset Management Louisville, Colorado	$200K	-$269K	1	0.08%	Reduced
3230	CWA Cypress Wealth Advisors San Francisco, California	$197K	-$24.2K	1	0.27%	Reduced
3231	CFG CKW Financial Group Honolulu, Hawaii	$192K	+$87.3K	3	0.04%	Increased
3232	MWC MKD Wealth Coaches Troy, Michigan	$191K	+$210K	2	0.23%	New
3233	RCG Ruggie Capital Group Tavares, Florida	$189K	+$19.4K	11	0.08%	Increased
3234	UAM UAS Asset Management New York	$189K	-$8.34M	1	0.13%	Reduced
3235	FMP Financial Management Professionals Austin, Texas	$188K	-$11.4K	5	0.12%	Reduced
3236	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$187K	-$19K	1	0.1%	Reduced
3237	LWA Lenox Wealth Advisors New York	$187K	-$96.3K	4	0.04%	Reduced
3238	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$186K	-$4.37M	4	0.18%	Reduced
3239	CFA Capstone Financial Advisors Downers Grove, Illinois	$183K	+$52K	1	0.04%	Increased
3240	IDA Intelligence Driven Advisers Carlsbad, California	$182K	+$226K	1	0.12%	New
3241	LYV Live Your Vision West Conshohocken, Pennsylvania	$182K	+$4.59K	4	0.06%	Increased
3242	AIM Arcadia Investment Management Kalamazoo, Michigan	$178K	-$195K	5	0.06%	Reduced
3243	BC Barnett & Company Chattanooga, Tennessee	$177K	-$121K	4	0.1%	Reduced
3244	BCM Brown Capital Management Baltimore, Maryland	$175K	-$142K	1	0%	Reduced
3245	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$168K	-$6.31K	3	0.09%	Reduced
3246	SIG Sargent Investment Group Bethesda, Maryland	$167K	+$208K	1	0.1%	New
3247	MG MilWealth Group Milwaukee, Wisconsin	$167K	+$186K	4	0.16%	New
3248	TCCM Timber Creek Capital Management Boston, Massachusetts	$163K	+$27.2K	4	0.13%	Increased
3249	TP Truvvo Partners New York	$162K	+$201K	1	0.12%	New
3250	CFA Clarfeld Financial Advisors Tarrytown, New York	$161K	+$179K	9	0.13%	New