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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	SI SimpliFi Inc San Diego, California	$309K	$0	1	0.18%	Maintained
3227	ML McAdam LLC Philadelphia, Pennsylvania	$307K	-$3.65K	1	0.09%	Reduced
3228	MWP Moller Wealth Partners	$307K	$0	1	0.16%	Maintained
3229	PWG Private Wealth Group Tampa, Florida	$307K	+$1.82K	1	0.28%	Increased
3230	DRW Securities Chicago, Illinois	$305K	+$287K	1	0.02%	New
3231	OCM Osbon Capital Management Boston, Massachusetts	$305K	+$280K	1	0.32%	New
3232	VBFG Vishria Bird Financial Group Memphis, Tennessee	$304K	$0	1	0.3%	Maintained
3233	TC Trilogy Capital Irvine, California	$303K	+$314K	1	0.03%	New
3234	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$301K	+$16.9K	1	0.18%	Increased
3235	JA JVL Associates Wyoming, Michigan	$297K	$0	1	0.25%	Maintained
3236	AIA Armor Investment Advisors Raleigh, North Carolina	$296K	-$4.43K	1	0.25%	Reduced
3237	ICM Ionic Capital Management New York	$294K	+$262K	1	0.03%	New
3238	SHJ Sharkey, Howes & Javer Denver, Colorado	$291K	$0	3	0.13%	Maintained
3239	MS Mizuho Securities Tokyo, Japan	$290K	-$889K	4	0.38%	Reduced
3240	AP Advisors Preferred Rockville, Maryland	$287K	+$90.3K	4	0.1%	Increased
3241	PA Planning Alternatives Birmingham, Michigan	$287K	+$277K	1	0.05%	New
3242	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$285K	+$8.38K	3	0.18%	Increased
3243	EPA Element Pointe Advisors Miami, Florida	$284K	$0	1	0.16%	Maintained
3244	EWA Evolution Wealth Advisors Aventura, Florida	$281K	+$242K	10	0.12%	Increased
3245	MIM Macroview Investment Management Bethesda, Maryland	$280K	+$3.54K	7	0.73%	Increased
3246	JMG Financial Group Downers Grove, Illinois	$275K	$0	1	0.03%	Maintained
3247	WCM WealthBridge Capital Management Westerville, Ohio	$274K	-$497K	1	0.25%	Reduced
3248	GIA Gargoyle Investment Advisor Englewood, New Jersey	$273K	$0	1	0.3%	Maintained
3249	HCM HGI Capital Management New York	$273K	$0	1	0.12%	Maintained
3250	IF Ironwood Financial Tucson, Arizona	$273K	$0	5	0.13%	Maintained