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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
3526	AC Avenir Corporation Alexandria, Virginia	$84K	$0	1	0.01%	Maintained
3527	HCM Horrell Capital Management Little Rock, Arkansas	$84K	-$40.4K	3	0.04%	Reduced
3528	RWA RGT Wealth Advisors Dallas, Texas	$84K	+$83.3K	1	0.02%	New
3529	AIS American Investment Services Great Barrington, Massachusetts	$82K	$0	1	0.03%	Maintained
3530	QWM QP Wealth Management Eatontown, New Jersey	$82K	$0	1	0.11%	Maintained
3531	TW Towerpoint Wealth Sacramento, California	$82K	-$1.01K	1	0.05%	Reduced
3532	DI Disciplined Investments Tulsa, Oklahoma	$81K	-$56.6K	6	0.06%	Reduced
3533	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$80K	$0	3	0.02%	Maintained
3534	CTC (Chicago Trading Company) Chicago, Illinois	$79.3K	+$9.07K	1	0.06%	Increased
3535	SWM Sanctuary Wealth Management Pocatello, Idaho	$78K	+$77K	1	0.08%	New
3536	TIM Triad Investment Management Newport Beach, California	$77K	+$75.8K	1	0.1%	New
3537	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$76K	-$883K	1	0.06%	Reduced
3538	SRC Sage Rhino Capital Menlo Park, California	$75K	-$24.3K	1	0.04%	Reduced
3539	IWA Inspirion Wealth Advisors Libertyville, Illinois	$74K	-$6.78K	1	0.03%	Reduced
3540	RCS Retirement Capital Strategies San Jose, California	$74K	-$46.6K	1	0.04%	Reduced
3541	55I LLC Boston, Massachusetts	$71K	-$444K	1	0.01%	Reduced
3542	DP Denver PWM Denver, Colorado	$71K	+$70.5K	1	0.04%	New
3543	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$71K	+$1.04K	1	0.05%	Increased
3544	SIC Shoker Investment Counsel Oxford, Ohio	$71K	-$374K	1	0.05%	Reduced
3545	CC Cornerstone Capital Palo Alto, California	$70K	$0	1	0.01%	Maintained
3546	ODIJL One Day In July LLC Burlington, Vermont	$69K	-$1.35K	1	0.03%	Reduced
3547	Fund Evaluation Group Cincinnati, Ohio	$68K	+$67.6K	1	0.01%	New
3548	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$68K	$0	3	0.04%	Maintained
3549	VEA Virtus ETF Advisers New York	$65K	-$36.3K	3	0.03%	Reduced
3550	BC Barnett & Company Chattanooga, Tennessee	$59K	+$24.3K	3	0.05%	Increased