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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
3451	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$153K	+$26.1K	4	0.21%	Increased
3452	BFG Baron Financial Group Fair Lawn, New Jersey	$151K	+$152K	5	0.14%	New
3453	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$147K	$0	1	0.39%	Maintained
3454	WOSD WFA of San Diego San Diego, California	$147K	-$6.35M	1	0.14%	Reduced
3455	AJ Ashburton (Jersey) St Helier, Jersey	$144K	$0	4	0.07%	Maintained
3456	SCM Sterneck Capital Management Kansas City, Missouri	$144K	$0	1	0.12%	Maintained
3457	WPA Winning Points Advisors Boca Raton, Florida	$143K	-$215K	1	0.12%	Reduced
3458	KC KCL Capital New York	$143K	+$143K	1	0.01%	New
3459	HR Hardy Reed Tupelo, Mississippi	$140K	+$15.8K	1	0.04%	Increased
3460	SFC SYM Financial Corp Winona Lake, Indiana	$138K	+$33	1	0.1%	Increased
3461	CPW Catalyst Private Wealth San Mateo, California	$137K	+$136K	6	0.13%	New
3462	SAM Summit Asset Management Memphis, Tennessee	$137K	+$1.33K	1	0.06%	Increased
3463	WFA Wade Financial Advisory Campbell, California	$136K	-$7.48K	1	0.11%	Reduced
3464	KFI Key Financial Inc West Chester, Pennsylvania	$135K	-$188K	1	0.14%	Reduced
3465	M Mirova Paris, France	$133K	-$129K	2	0.02%	Reduced
3466	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$132K	+$33	1	0.09%	Increased
3467	AFA Arlington Financial Advisors Santa Barbara, California	$131K	$0	1	0.07%	Maintained
3468	CANC Culbertson A N & Co Charlottesville, Virginia	$129K	-$36.2K	1	0.03%	Reduced
3469	NA Nottingham Advisors Amherst, New York	$127K	-$489K	1	0.02%	Reduced
3470	RCS Retirement Capital Strategies San Jose, California	$127K	+$41.4K	1	0.06%	Increased
3471	HWM HighMark Wealth Management St. Paul, Minnesota	$125K	-$3.24K	10	0.11%	Reduced
3472	NFG Norris Financial Group Greenville, South Carolina	$124K	-$1.21M	1	0.11%	Reduced
3473	AMG Asset Management Group Stamford, Connecticut	$121K	-$6.79K	1	0.04%	Reduced
3474	NG NWK Group San Francisco, California	$118K	+$26.9K	2	0.06%	Increased
3475	Harding Loevner Bridgewater, New Jersey	$115K	$0	2	0%	Maintained