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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	AWA Alaska Wealth Advisors Anchorage, Alaska	$226K	-$6.82K	1	0.05%	Reduced
3402	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$225K	+$94	7	0.09%	Increased
3403	CPC Consolidated Planning Corp Atlanta, Georgia	$225K	$0	1	0.17%	Maintained
3404	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$225K	+$113K	4	0.14%	Increased
3405	AIA Alera Investment Advisors Deerfield, Illinois	$222K	-$14.5K	1	0.09%	Reduced
3406	AFS Axiom Financial Strategies New Albany, Indiana	$221K	-$27.3K	1	0.13%	Reduced
3407	ZF Zhang Financial Portage, Michigan	$220K	$0	1	0.08%	Maintained
3408	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$219K	+$210K	1	0.06%	New
3409	PWM Paulson Wealth Management Wheaton, Illinois	$216K	-$214K	1	0.14%	Reduced
3410	LC Landaas & Company Milwaukee, Wisconsin	$215K	$0	1	0.16%	Maintained
3411	PBF Petix & Botte Financial La Mesa, California	$214K	+$227K	1	0.17%	New
3412	RCA Reitz Capital Advisors Freeland, Michigan	$214K	+$133K	1	0.19%	Increased
3413	RWRC R.W. Roge & Company Bohemia, New York	$214K	$0	1	0.16%	Maintained
3414	OWIM Old West Investment Management Los Angeles, California	$213K	$0	1	0.05%	Maintained
3415	SC Solstein Capital Menlo Park, California	$213K	-$17K	6	0.48%	Reduced
3416	CVM Cheviot Value Management Beverly Hills, California	$212K	-$8.84K	1	0.07%	Reduced
3417	OMIC Old Mission Investment Co Traverse City, Michigan	$212K	-$585	1	0.13%	Reduced
3418	FAM Flaharty Asset Management Clearwater, Florida	$211K	-$366K	1	0.07%	Reduced
3419	NPPM North Point Portfolio Managers Orange Village, Ohio	$211K	+$205K	1	0.04%	New
3420	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$210K	$0	1	0.12%	Maintained
3421	IWAG Integer Wealth Advisors Group Cartersville, Georgia	$208K	$0	1	0.19%	Maintained
3422	IWA Independence Wealth Advisors Mclean, Virginia	$207K	$0	1	0.53%	Maintained
3423	PWG Private Wealth Group Tampa, Florida	$207K	+$197K	1	0.17%	New
3424	PCC Park Circle Company Baltimore, Maryland	$206K	+$200K	3	0.23%	Increased
3425	QCM Quest Capital Management Dallas, Texas	$206K	-$313K	1	0.06%	Reduced