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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
3426	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$365K	+$69.3K	1	0.4%	Increased
3427	TD Ameritrade Investment Management Omaha, Nebraska	$364K	-$208K	12	0%	Reduced
3428	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$362K	$0	1	0.19%	Maintained
3429	GPA Guidance Point Advisors Wellesley, Massachusetts	$361K	-$19.7K	1	0.18%	Reduced
3430	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$359K	+$52.5K	6	0.19%	Increased
3431	WCWM Willow Creek Wealth Management Sebastopol, California	$358K	$0	1	0.16%	Maintained
3432	IA IFG Advisors St. Louis, Missouri	$356K	-$59.3K	1	0.29%	Reduced
3433	PP PDS Planning Dublin, Ohio	$356K	-$207K	2	0.22%	Reduced
3434	SL Signition LP New York	$355K	-$97K	1	1.77%	Reduced
3435	SM Southport Management Wilson, Wyoming	$354K	$0	1	1.2%	Maintained
3436	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$353K	+$359K	1	0.33%	New
3437	Sageworth Trust Lancaster, Pennsylvania	$352K	-$44.9K	10	0.04%	Reduced
3438	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$349K	+$564	11	0.26%	Increased
3439	AWM Affinity Wealth Management Wilmington, Delaware	$347K	$0	1	0.13%	Maintained
3440	LCM Lucas Capital Management Red Bank, New Jersey	$346K	-$103K	1	0.41%	Reduced
3441	SFC SYM Financial Corp Winona Lake, Indiana	$346K	-$25.8K	2	0.23%	Reduced
3442	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$345K	+$17K	1	0.21%	Increased
3443	VWA VERITY Wealth Advisors Sausalito, United States	$345K	$0	1	0.33%	Maintained
3444	CW Cabot-Wellington Boston, Massachusetts	$342K	$0	1	0.21%	Maintained
3445	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$342K	+$354	1	0.28%	Increased
3446	PCWA Pacific Capital Wealth Advisors Corona, California	$338K	+$331K	1	0.23%	New
3447	MWM Maltin Wealth Management Ridgewood, New Jersey	$335K	+$329K	1	0.22%	New
3448	CWA Capital Wealth Alliance Scottsdale, Arizona	$334K	+$366K	4	0.28%	New
3449	Flossbach Von Storch Cologne, Germany	$331K	+$102K	1	0%	Increased
3450	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$331K	$0	1	0.08%	Maintained