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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
3676	FFG Ford Financial Group Fresno, California	$492K	-$494K	1	0.19%	Reduced
3677	BWA Beam Wealth Advisors Covington, Louisiana	$491K	-$246K	1	0.42%	Reduced
3678	FI Financial Insights Tacoma, Washington	$489K	-$295K	1	0.45%	Reduced
3679	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$488K	-$365K	1	0.1%	Reduced
3680	Lineweaver Wealth Advisors Valley View, Ohio	$486K	+$276K	1	0.15%	Increased
3681	SFP Sterling Financial Planning Sparta, New Jersey	$486K	+$56K	9	0.31%	Increased
3682	DAM Doheny Asset Management Los Angeles, California	$482K	-$599K	2	0.34%	Reduced
3683	SCM Seascape Capital Management Portsmouth, New Hampshire	$482K	-$1.39M	1	0.25%	Reduced
3684	Aveo Capital Partners Englewood, Colorado	$480K	+$214K	2	0.1%	Increased
3685	MCA Morris Capital Advisors Malvern, Pennsylvania	$480K	-$36.1K	1	0.38%	Reduced
3686	CGIM Cannon Global Investment Management Davie, Florida	$479K	-$341K	1	0.72%	Reduced
3687	TC Tacita Capital Toronto, Ontario, Canada	$479K	$0	5	0.29%	Maintained
3688	3F 360 Financial Wayzata, Minnesota	$472K	-$28.1K	1	0.24%	Reduced
3689	Ninepoint Partners Toronto, Ontario, Canada	$472K	-$188K	1	0.13%	Reduced
3690	AAM Arabesque Asset Management London, United Kingdom	$469K	+$23.6K	2	0.16%	Increased
3691	SCG Sonata Capital Group Seattle, Washington	$468K	-$457K	1	0.21%	Reduced
3692	Trilogy Capital Irvine, California	$466K	-$6.02K	2	0.04%	Reduced
3693	EW Element Wealth Ridgeland, Mississippi	$465K	-$3.42K	2	0.37%	Reduced
3694	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$462K	+$13.7K	8	0.21%	Increased
3695	SWRP Summit Wealth & Retirement Planning San Ramon, California	$461K	+$475K	1	0.17%	New
3696	White Lighthouse Investment Management Bedford, Massachusetts	$460K	+$14.5K	2	0.12%	Increased
3697	PD Planning Directions Glen Mills, Pennsylvania	$457K	+$12.3K	1	0.33%	Increased
3698	AWM Capital Phoenix, Arizona	$456K	+$447K	1	0.34%	New
3699	Baltimore-Washington Financial Advisors Columbia, Maryland	$454K	-$31K	1	0.04%	Reduced
3700	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$453K	+$139K	7	0.14%	Increased