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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
3376	PEA Pacific Edge Advisors Corona Del Mar, California	$429K	+$95.5K	1	0.26%	Increased
3377	WA Wealth Advisors Rancho Santa Fe, California	$429K	+$449K	1	0.24%	New
3378	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$427K	$0	2	0.3%	Maintained
3379	AAM Arabesque Asset Management London, United Kingdom	$426K	-$223K	2	0.16%	Reduced
3380	CC Cypress Capital Franklin, Tennessee	$422K	+$20.9K	1	0.18%	Increased
3381	VFP Verus Financial Partners Richmond, Virginia	$422K	-$230K	2	0.13%	Reduced
3382	XM XTX Markets New York	$421K	+$414K	1	2.97%	New
3383	CF Corrigan Financial Middletown, Rhode Island	$420K	-$35.7K	2	0.29%	Reduced
3384	OWIM Old West Investment Management Los Angeles, California	$419K	+$456K	1	0.15%	New
3385	CM Capital Management Glen Allen, Virginia	$418K	-$363	1	0.11%	Reduced
3386	DLHL Donald L. Hagan LLC Sarasota, Florida	$416K	-$598K	1	0.36%	Reduced
3387	JC JBF Capital Aspen, Colorado	$416K	$0	1	0.06%	Maintained
3388	TA Trellis Advisors Ellensburg, Washington	$416K	+$1.42K	1	0.33%	Increased
3389	LI LVZ Inc Holland, Michigan	$415K	$0	1	0.08%	Maintained
3390	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$414K	$0	1	0.15%	Maintained
3391	LFA Landmark Financial Advisors Bowling Green, Kentucky	$407K	+$189K	2	0.24%	Increased
3392	WP Wedgewood Partners St Louis, Missouri	$407K	$0	1	0.04%	Maintained
3393	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$404K	+$1.77K	1	0.33%	Increased
3394	DSA Droms Strauss Advisors St. Louis, Missouri	$399K	+$21.9K	2	0.3%	Increased
3395	PCFFS Pacific Center for Financial Services San Ramon, California	$399K	-$8.16K	7	0.18%	Reduced
3396	Cohen & Steers New York	$398K	-$3.25M	1	0%	Reduced
3397	RCM Requisite Capital Management Dallas, Texas	$398K	$0	1	0.14%	Maintained
3398	SCM Stellar Capital Management Phoenix, Arizona	$398K	$0	1	0.23%	Maintained
3399	W WealthOne Albany, New York	$398K	-$259K	1	0.25%	Reduced
3400	LIM Loudon Investment Management West Lebanon, New Hampshire	$397K	$0	1	0.31%	Maintained