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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
3701	CC Cornerstone Capital Palo Alto, California	$357K	+$62.5K	2	0.05%	Increased
3702	BWM Benchmark Wealth Management Old Lyme, Connecticut	$356K	-$19.2K	1	0.27%	Reduced
3703	CIC Chase Investment Counsel Charlottesville, Virginia	$355K	-$135K	1	0.16%	Reduced
3704	T TrueFG Cedar Park, Texas	$355K	$0	1	0.21%	Maintained
3705	JMG Financial Group Downers Grove, Illinois	$352K	$0	1	0.02%	Maintained
3706	MA Mosaic Advisors Houston, Texas	$352K	+$323K	1	0.32%	New
3707	SWP Summit Wealth Partners Orlando, Florida	$352K	-$229K	1	0.1%	Reduced
3708	FWM Filbrandt Wealth Management Middleton, Wisconsin	$350K	-$27.3K	5	0.22%	Reduced
3709	TWM TMD Wealth Management Scottsdale, Arizona	$350K	+$314K	1	0.2%	New
3710	Samlyn Capital New York	$349K	-$23.2M	1	0.01%	Reduced
3711	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$348K	+$11.7K	1	0.04%	Increased
3712	CC Capital Counsel New York	$346K	$0	1	0.02%	Maintained
3713	BAMG Brand Asset Management Group Chesterfield, Missouri	$344K	-$17.6K	6	0.19%	Reduced
3714	AIS American Investment Services Great Barrington, Massachusetts	$341K	+$176K	1	0.1%	Increased
3715	MA Modus Advisors Excelsior, Minnesota	$341K	-$769	1	0.18%	Reduced
3716	FSA Financial Sense Advisors San Diego, California	$339K	-$8.9K	1	0.12%	Reduced
3717	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$339K	$0	1	0.15%	Maintained
3718	WFA Websterrogers Financial Advisors Florence, South Carolina	$339K	+$365K	1	0.1%	New
3719	DSA Droms Strauss Advisors St. Louis, Missouri	$338K	-$830K	1	0.2%	Reduced
3720	PA Planning Alternatives Birmingham, Michigan	$335K	-$14.7K	1	0.06%	Reduced
3721	TA Tectonic Advisors Frisco, Texas	$335K	+$297K	1	0.09%	New
3722	JWS Juncture Wealth Strategies Scottsdale, Arizona	$333K	-$260K	1	0.21%	Reduced
3723	APP Alpha Paradigm Partners Chicago, Illinois	$331K	+$282K	2	0.11%	New
3724	PWS Private Wealth Strategies New Albany, Ohio	$331K	-$8.82K	1	0.1%	Reduced
3725	AIA Alera Investment Advisors Deerfield, Illinois	$330K	+$38.6K	1	0.12%	Increased