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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	IWP IAG Wealth Partners Waukesha, Wisconsin	$113K	+$22.9K	8	0.05%	Increased
3477	BCA Biltmore Capital Advisors Princeton, New Jersey	$112K	-$273K	1	0.03%	Reduced
3478	CAM Costello Asset Management Feasterville, Pennsylvania	$111K	-$8.73K	5	0.1%	Reduced
3479	TCM Tao Capital Management San Francisco, California	$108K	+$107K	1	0.03%	New
3480	HCM Horrell Capital Management Little Rock, Arkansas	$105K	+$13K	4	0.05%	Increased
3481	LFA Landmark Financial Advisors Bowling Green, Kentucky	$105K	-$6.4K	1	0.07%	Reduced
3482	MS Marshall & Sullivan Seattle, Washington	$104K	+$107K	2	0.07%	New
3483	FEG Financial Enhancement Group Anderson, Indiana	$103K	-$46.9K	5	0.02%	Reduced
3484	SIM Seaview Investment Managers Miami, Florida	$103K	+$95.5K	2	0.09%	New
3485	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$103K	$0	2	0.06%	Maintained
3486	DI Disciplined Investments Tulsa, Oklahoma	$102K	+$21.2K	7	0.08%	Increased
3487	DI Dalton Investments Las Vegas, Nevada	$101K	$0	1	0.07%	Maintained
3488	AFA Atlanta Financial Associates Atlanta, Georgia	$100K	-$2.89K	1	0.05%	Reduced
3489	KCM Kathmere Capital Management Wayne, Pennsylvania	$100K	+$103K	5	0.02%	New
3490	Sageworth Trust Lancaster, Pennsylvania	$100K	-$60.3K	5	0.01%	Reduced
3491	SBA Secrest Blakey & Associates Raleigh, North Carolina	$99K	+$33	1	0.23%	Increased
3492	LAS Lloyd Advisory Services Suwanee, Georgia	$98K	-$5.63K	10	0.06%	Reduced
3493	RCG Ruggie Capital Group Tavares, Florida	$97K	+$808	3	5.01%	Increased
3494	SA SRH Advisors Salina, Kansas	$96K	-$15.3K	6	0.18%	Reduced
3495	TCM TD Capital Management Memphis, Tennessee	$96K	$0	6	0.01%	Maintained
3496	MCM Mason Capital Management New York	$95K	+$95K	1	0.01%	New
3497	XS XR Securities Chicago, Illinois	$94K	+$98.8K	1	0.01%	New
3498	RTS Round Table Services Westfield, New Jersey	$93K	-$201K	1	0.04%	Reduced
3499	DRW Securities Chicago, Illinois	$90K	-$759K	1	0.01%	Reduced
3500	NCM Next Capital Management New York	$90K	-$1.43K	1	0.06%	Reduced