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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
3726	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$523K	-$131K	1	0.64%	Reduced
3727	PSF Pacific Sun Financial Los Angeles, California	$523K	+$31.7K	2	0.37%	Increased
3728	Signature Estate & Investment Advisors Los Angeles, California	$523K	-$185K	2	0.02%	Reduced
3729	FC Fusion Capital Mt. Pleasant, South Carolina	$520K	-$34K	1	0.34%	Reduced
3730	BPCA Bank Pictet & Cie (Asia) Singapore	$520K	$0	1	0.21%	Maintained
3731	MTWM Masso Torrence Wealth Management Marlton, New Jersey	$518K	+$122K	2	0.46%	Increased
3732	C CEDRUS Littleton, Colorado	$517K	+$37.3K	2	0.49%	Increased
3733	BBL Beck Bode LLC Dedham, Massachusetts	$517K	-$468K	1	0.11%	Reduced
3734	FCFC First Citizens Financial Corp Mason City, Iowa	$517K	+$4.88K	2	0.51%	Increased
3735	HI Harper Investing Santa Clara, California	$517K	+$30.5K	1	0.53%	Increased
3736	KWA KCS Wealth Advisory Los Angeles, California	$517K	+$50.7K	1	0.24%	Increased
3737	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$516K	$0	2	1.73%	Maintained
3738	DA Drake & Associates Waukesha, Wisconsin	$515K	+$27.1K	2	0.29%	Increased
3739	PWM PRW Wealth Management Quincy, Massachusetts	$515K	+$275K	2	0.25%	Increased
3740	JI Jeereddi Investments Los Angeles, California	$514K	-$46.6K	1	1.17%	Reduced
3741	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$514K	+$8.35K	2	0.22%	Increased
3742	CFA Compass Financial Advisors Fort Wayne, Indiana	$511K	+$1.69K	2	0.76%	Increased
3743	JEST JTC Employer Solutions Trustee St Helier, Jersey	$511K	$0	7	0.08%	Maintained
3744	RWA Rainsberger Wealth Advisors Colorado Springs, Colorado	$511K	+$601K	2	0.35%	New
3745	SAM Shikiar Asset Management New York	$510K	+$35.5K	2	0.21%	Increased
3746	AW Apricus Wealth Beaufort, South Carolina	$509K	-$266K	1	0.51%	Reduced
3747	LCM Lynwood Capital Management Toronto, Ontario, Canada	$509K	-$1.36M	1	0.56%	Reduced
3748	RCG Regatta Capital Group El Segundo, California	$509K	$0	2	0.21%	Maintained
3749	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$508K	$0	1	0.31%	Maintained
3750	ACM Armbruster Capital Management Pittsford, New York	$506K	$0	2	0.14%	Maintained