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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
3251	FMP Financial Management Professionals Austin, Texas	$232K	-$2.73K	5	0.09%	Reduced
3252	PP PDS Planning Dublin, Ohio	$232K	-$107K	2	0.18%	Reduced
3253	PAM PVG Asset Management Golden, Colorado	$231K	+$223K	1	0.21%	New
3254	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$231K	+$233K	1	0.2%	New
3255	ES Equitec Specialists Chicago, Illinois	$230K	-$91.2K	1	0.04%	Reduced
3256	CFA Capstone Financial Advisors Downers Grove, Illinois	$229K	-$21.5K	1	0.04%	Reduced
3257	QCMA Quad Capital Management Advisors New York	$229K	-$29.7K	1	0.26%	Reduced
3258	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$229K	+$231K	1	0.19%	New
3259	CG CFO4Life Group Coppell, Texas	$227K	-$678K	1	0.11%	Reduced
3260	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$225K	$0	1	0.11%	Maintained
3261	FRM Foundation Resource Management Little Rock, Arkansas	$225K	+$211K	1	0.05%	New
3262	KLI Kelman-Lazarov Inc Memphis, Tennessee	$224K	+$226K	1	0.12%	New
3263	LPWM Lake Point Wealth Management Rockwall, Texas	$223K	-$455K	6	0.08%	Reduced
3264	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$220K	-$131K	1	0.11%	Reduced
3265	CCM Community Capital Management Plantation, Florida	$219K	+$204K	1	0.26%	New
3266	IC Intel Corp Santa Clara, California	$218K	+$298K	1	0.07%	New
3267	MCG McCollum Christoferson Group Amherst, New York	$218K	-$44.2K	1	0.08%	Reduced
3268	SPM Symmetry Peak Management Radnor, Pennsylvania	$217K	+$227K	1	0.05%	New
3269	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$216K	+$217K	1	0.11%	New
3270	DC Derby & Company Newton, Massachusetts	$214K	+$199K	1	0.12%	New
3271	SRCM Swift Run Capital Management Charlottesville, Virginia	$212K	+$190K	1	0.2%	New
3272	NPPM North Point Portfolio Managers Orange Village, Ohio	$211K	+$213K	1	0.04%	New
3273	W.H. Reaves & Co Jersey City, New Jersey	$210K	+$209K	1	0.01%	New
3274	CC Caxton Corporation Princeton, New Jersey	$208K	+$186K	1	0.19%	New
3275	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$207K	+$2.43K	4	0.1%	Increased