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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	CAP Columbia Advisory Partners Spokane, Washington	$546K	-$26.1K	2	0.67%	Reduced
3702	D Dentgroup Baton Rouge, Louisiana	$546K	+$549K	2	0.55%	New
3703	FWM Fingerlakes Wealth Management Ithaca, New York	$545K	-$67.6K	2	0.8%	Reduced
3704	WVP Worth Venture Partners Fort Lee, New Jersey	$545K	$0	1	0.33%	Maintained
3705	CHA Cooper/Haims Advisors Victor, New York	$544K	$0	2	0.45%	Maintained
3706	BFG Bouchey Financial Group Troy, New York	$543K	+$418	2	0.08%	Increased
3707	PP PFS Partners Mine Hill, New Jersey	$542K	+$6.06K	7	0.59%	Increased
3708	AF Aldebaran Financial	$542K	$0	1	0.6%	Maintained
3709	CC Callan Capital La Jolla, California	$542K	+$360K	2	0.09%	Increased
3710	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$542K	+$5.01K	1	0.5%	Increased
3711	SF Safeguard Financial Minocqua, Wisconsin	$542K	+$549K	1	0.5%	New
3712	Private Management Group Irvine, California	$542K	+$6.13K	2	0.03%	Increased
3713	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$541K	-$441K	2	0.24%	Reduced
3714	PGWM Pitti Group Wealth Management Victor, New York	$539K	+$59.5K	1	0.74%	Increased
3715	WMA West Michigan Advisors Holland, Michigan	$538K	-$17.7K	2	0.47%	Reduced
3716	Flow Traders U.S. New York	$533K	-$448K	1	0.03%	Reduced
3717	TCWA Ten Capital Wealth Advisors Spokane, Washington	$533K	+$183K	10	0.24%	Increased
3718	AWM Ameliora Wealth Management Zurich, Switzerland	$532K	+$579K	9	0.29%	New
3719	BAM Boyar Asset Management New York	$531K	+$203K	1	0.44%	Increased
3720	CM Cohanzick Management Pleasantville, New York	$526K	-$1.97M	1	0.13%	Reduced
3721	CFO Collective Family Office York, Pennsylvania	$525K	-$272K	2	0.26%	Reduced
3722	LC Lavaca Capital Houston, Texas	$525K	-$834K	1	0.19%	Reduced
3723	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$524K	$0	2	0.2%	Maintained
3724	SSW Stone Summit Wealth Miami, Florida	$524K	-$30K	2	0.32%	Reduced
3725	CWA Capital Wealth Alliance Scottsdale, Arizona	$523K	-$303K	2	0.43%	Reduced