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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	MCG McCollum Christoferson Group Amherst, New York	$248K	$0	1	0.09%	Maintained
3277	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$248K	-$5K	1	0.05%	Reduced
3278	PP PrairieView Partners St. Paul, Minnesota	$244K	+$229K	1	0.06%	New
3279	CA Continuum Advisory Eagle, Idaho	$242K	+$5.36K	1	0.16%	Increased
3280	ZF Zhang Financial Portage, Michigan	$240K	$0	1	0.1%	Maintained
3281	FRM Foundation Resource Management Little Rock, Arkansas	$239K	$0	1	0.05%	Maintained
3282	Impax Asset Management Group London, United Kingdom	$239K	-$1.4M	1	0%	Reduced
3283	GIA Gargoyle Investment Advisor Englewood, New Jersey	$234K	$0	1	0.3%	Maintained
3284	SHJ Sharkey, Howes & Javer Denver, Colorado	$232K	-$70K	1	0.1%	Reduced
3285	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$231K	+$217K	1	0.1%	New
3286	HP Harvey Partners Tarrytown, New York	$231K	$0	1	0.17%	Maintained
3287	DC Derby & Company Newton, Massachusetts	$227K	$0	1	0.11%	Maintained
3288	FEG Financial Enhancement Group Anderson, Indiana	$227K	-$23K	5	0.06%	Reduced
3289	W.H. Reaves & Co Jersey City, New Jersey	$227K	$0	1	0.01%	Maintained
3290	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$222K	+$1.55K	1	0.09%	Increased
3291	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$222K	$0	1	0.73%	Maintained
3292	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$220K	+$715	1	0.1%	Increased
3293	CFS Cannon Financial Strategists Athens, Georgia	$218K	+$205K	1	0.17%	New
3294	MAP Milestone Advisory Partners Southern Pines, North Carolina	$218K	-$2.5K	1	0.12%	Reduced
3295	TWM Tanglewood Wealth Management Houston, Texas	$218K	+$211K	1	0.05%	New
3296	ARGA Investment Management Stamford, Connecticut	$215K	$0	1	0.03%	Maintained
3297	FMP Financial Management Professionals Austin, Texas	$212K	+$25.1K	5	0.08%	Increased
3298	MGAM McGowan Group Asset Management Dallas, Texas	$212K	+$208K	1	0.03%	New
3299	HWM Highwater Wealth Management Glendale, Colorado	$210K	+$198K	1	0.93%	New
3300	NPPM North Point Portfolio Managers Orange Village, Ohio	$210K	$0	1	0.04%	Maintained