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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
3401	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$5.48M	-$16.3K	5	0.89%	Reduced
3402	AWP Avid Wealth Partners San Antonio, Texas	$5.46M	+$2.78M	2	2.65%	Increased
3403	GAAM Grand Alliance Asset Management Central, Hong Kong	$5.46M	+$516K	1	3.28%	Increased
3404	WDG Wealth Dimensions Group Cincinnati, Ohio	$5.45M	+$492K	8	0.98%	Increased
3405	SLWA San Luis Wealth Advisors San Luis Obispo, California	$5.45M	-$2.09M	8	0.82%	Reduced
3406	WBWA William B. Walkup & Associates Columbia, South Carolina	$5.45M	+$2.77K	10	2.62%	Increased
3407	AFW Avantra Family Wealth Mechanicsburg, Pennsylvania	$5.45M	+$276K	9	3.47%	Increased
3408	DR Davis Rea Toronto, Ontario, Canada	$5.44M	-$51.2K	1	1.55%	Reduced
3409	BAM Byrne Asset Management Kingston, New Jersey	$5.44M	-$179K	19	2.94%	Reduced
3410	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$5.44M	+$512K	8	0.41%	Increased
3411	CWM Chesapeake Wealth Management Williamsburg, Virginia	$5.44M	-$161K	6	1.53%	Reduced
3412	GWM Greenline Wealth Management Boca Raton, Florida	$5.43M	+$1.63M	11	4.46%	Increased
3413	NCM NCM Capital Management Ramsey, New Jersey	$5.43M	+$698K	10	1.67%	Increased
3414	DCM Decatur Capital Management Decatur, Georgia	$5.42M	+$2.71M	1	1.84%	Increased
3415	SCM Seascape Capital Management Portsmouth, New Hampshire	$5.42M	+$62K	1	1.3%	Increased
3416	GWS Greykasell Wealth Strategies Danville, California	$5.42M	+$163K	13	1.97%	Increased
3417	HZ Hixon Zuercher Findlay, Ohio	$5.4M	-$3.27M	3	1.58%	Reduced
3418	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$5.4M	+$717K	13	0.43%	Increased
3419	BFG Birch Financial Group Keene, New Hampshire	$5.38M	+$68.3K	4	2.77%	Increased
3420	ACG Allen Capital Group Grand Island, Nebraska	$5.38M	-$270K	9	0.44%	Reduced
3421	KSB Kennebec Savings Bank Augusta, Maine	$5.38M	+$487K	17	4.31%	Increased
3422	FSA Financial Security Advisor Virginia Beach, Virginia	$5.37M	-$236K	5	0.87%	Reduced
3423	DV Trading Chicago, Illinois	$5.37M	+$1.24M	11	0.18%	Increased
3424	EI Ellevest Inc New York	$5.37M	+$1.41M	11	0.63%	Increased
3425	BWP BSW Wealth Partners Boulder, Colorado	$5.36M	-$46.3K	8	0.6%	Reduced