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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	TCM Towercrest Capital Management Newtown, Pennsylvania	$225K	-$89.5K	1	0.06%	Reduced
3427	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$221K	-$822K	4	0.09%	Reduced
3428	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$220K	-$7.01K	1	0.1%	Reduced
3429	BC Brio Consultants San Francisco, California	$220K	+$184K	1	0.07%	New
3430	TWM Tolleson Wealth Management Dallas, Texas	$219K	+$184K	1	0.1%	New
3431	IWA Independence Wealth Advisors Mclean, Virginia	$218K	$0	1	0.52%	Maintained
3432	IWAG Integer Wealth Advisors Group Cartersville, Georgia	$218K	-$50K	1	0.22%	Reduced
3433	LWA Lenox Wealth Advisors New York	$216K	-$174K	9	0.03%	Reduced
3434	CPC Consolidated Planning Corp Atlanta, Georgia	$214K	$0	1	0.21%	Maintained
3435	MA MYDA Advisors Woodmere, New York	$213K	-$291K	1	0.13%	Reduced
3436	WAM Wilsey Asset Management San Diego, California	$213K	$0	1	0.09%	Maintained
3437	SCM Smith Capital Management Little Rock, Arkansas	$212K	+$215K	1	0.14%	New
3438	TIM Tortoise Investment Management White Plains, New York	$212K	-$92.2K	11	0.05%	Reduced
3439	BIP Blueprint Investment Partners Greensboro, North Carolina	$211K	+$222K	1	0.13%	New
3440	EOCM Energy Opportunities Capital Management Austin, Texas	$210K	+$204K	1	0.83%	New
3441	BAMG Brand Asset Management Group Chesterfield, Missouri	$208K	-$329K	5	0.13%	Reduced
3442	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$208K	-$290K	1	0.06%	Reduced
3443	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$206K	+$200K	1	0.29%	New
3444	FA Fortis Advisors Wayne, Pennsylvania	$206K	-$93.2K	3	0.2%	Reduced
3445	PWM PRW Wealth Management Quincy, Massachusetts	$206K	+$200K	1	0.16%	New
3446	SDH Sloy Dahl & Holst Vancouver, Washington	$206K	+$173K	1	0.1%	New
3447	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$205K	+$218K	1	0.13%	New
3448	NRI NFP Retirement Inc Aliso Viejo, California	$204K	+$171K	1	0.15%	New
3449	LC Landaas & Company Milwaukee, Wisconsin	$204K	$0	1	0.16%	Maintained
3450	LIM Loudon Investment Management West Lebanon, New Hampshire	$204K	+$171K	1	0.18%	New