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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
3276	LYV Live Your Vision West Conshohocken, Pennsylvania	$204K	-$14.5K	3	0.06%	Reduced
3277	RCS Retirement Capital Strategies San Jose, California	$204K	-$7.72K	1	0.1%	Reduced
3278	BC Barnett & Company Chattanooga, Tennessee	$203K	-$6.87K	3	0.12%	Reduced
3279	PS Portfolio Strategies Monsey, New York	$202K	-$35.8K	1	0.16%	Reduced
3280	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$201K	+$187K	1	0.03%	New
3281	HC Hamilton Capital Columbus, Ohio	$201K	+$188K	1	0.09%	New
3282	ZF Zhang Financial Portage, Michigan	$201K	+$187K	1	0.09%	New
3283	Simon Quick Advisors Morristown, New Jersey	$200K	-$109K	5	0.08%	Reduced
3284	B Bridgeworth Birmingham, Alabama	$199K	-$24.7K	1	0.08%	Reduced
3285	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$197K	-$222K	1	0.45%	Reduced
3286	MG MilWealth Group Milwaukee, Wisconsin	$191K	-$10.5K	3	0.17%	Reduced
3287	ECM EII Capital Management New York	$191K	-$76.1K	1	0.11%	Reduced
3288	PCM Perkins Capital Management Wayzata, Minnesota	$191K	-$16.3K	2	0.13%	Reduced
3289	TCCM Timber Creek Capital Management Boston, Massachusetts	$190K	-$9.63K	4	0.13%	Reduced
3290	IWA Inspirion Wealth Advisors Libertyville, Illinois	$188K	-$11.6K	1	0.08%	Reduced
3291	TW Towerpoint Wealth Sacramento, California	$186K	+$176K	1	0.13%	New
3292	EIA Eldridge Investment Advisors Manchester, New Hampshire	$179K	+$169K	1	0.1%	New
3293	SFC SYM Financial Corp Winona Lake, Indiana	$178K	-$17.8K	1	0.11%	Reduced
3294	AP Advisors Preferred Rockville, Maryland	$177K	+$162K	4	0.06%	New
3295	CFS Ceros Financial Services Rockville, Maryland	$177K	+$162K	4	0.06%	New
3296	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$175K	-$7.16K	3	0.05%	Reduced
3297	SRC Sage Rhino Capital Menlo Park, California	$174K	+$164K	1	0.12%	New
3298	CC Claybrook Capital Wellesley, Massachusetts	$172K	-$630K	1	0.09%	Reduced
3299	UFF USA Financial Formulas Ada, Michigan	$172K	-$4.64M	1	0.11%	Reduced
3300	GWA Guidant Wealth Advisors Palatine, Illinois	$170K	+$15.8K	3	0.07%	Increased