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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
3476	IWA Inspirion Wealth Advisors Libertyville, Illinois	$94K	+$2.35K	1	0.05%	Increased
3477	HWM HighMark Wealth Management St. Paul, Minnesota	$93K	+$69.5K	12	0.11%	Increased
3478	TCM TD Capital Management Memphis, Tennessee	$92K	+$2.74K	6	0.02%	Increased
3479	DI Dalton Investments Las Vegas, Nevada	$91K	$0	1	0.07%	Maintained
3480	CWM Cahaba Wealth Management Atlanta, Georgia	$90K	-$480	1	0.02%	Reduced
3481	OAJ Ogorek Anthony Joseph Williamsville, New York	$90K	+$17.8K	9	0.05%	Increased
3482	PJB Paul John Balson Marina Del Rey, California	$89K	+$120K	1	0.05%	New
3483	RW REDW Wealth Albuquerque, New Mexico	$89K	-$367K	1	0.06%	Reduced
3484	SA SRH Advisors Salina, Kansas	$89K	+$45.2K	6	0.25%	Increased
3485	SM Sabby Management Miami Beach, Florida	$88K	+$143K	1	0.04%	New
3486	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$82K	-$5.28K	1	0.07%	Reduced
3487	ODIJL One Day In July LLC Burlington, Vermont	$82K	+$111K	1	0.04%	New
3488	CC Cornerstone Capital Palo Alto, California	$81K	$0	1	0.02%	Maintained
3489	MSR Main Street Research Lakeville, Connecticut	$81K	-$13.5M	1	0.02%	Reduced
3490	QWM QP Wealth Management Eatontown, New Jersey	$79K	+$129K	1	0.11%	New
3491	GSC G&S Capital Denver, Colorado	$75K	-$753K	5	0.13%	Reduced
3492	CFO CVA Family Office Denver, Colorado	$74K	+$106K	5	0.08%	New
3493	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$68K	$0	3	0.02%	Maintained
3494	WCM Wealthcare Capital Management Richmond, Virginia	$68K	-$76.8K	7	0.01%	Reduced
3495	LSA Lion Street Advisors Austin, Texas	$62K	+$85.2K	9	0.34%	New
3496	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$58K	-$355K	3	0.05%	Reduced
3497	CTC (Chicago Trading Company) Chicago, Illinois	$55.7K	+$58.9K	1	0.05%	Increased
3498	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$48K	+$15.3K	2	0.01%	Increased
3499	HS HighVista Strategies Boston, Massachusetts	$47K	-$4.06M	1	0.04%	Reduced
3500	AWW Alan W. Weber	$45K	$0	1	0.03%	Maintained