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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
3751	FA Fountainhead AM Warren, New Jersey	$386K	-$129K	1	0.19%	Reduced
3752	LAS Lloyd Advisory Services Suwanee, Georgia	$386K	+$59K	9	0.2%	Increased
3753	VWA VERITY Wealth Advisors Sausalito, United States	$385K	-$64	1	0.34%	Reduced
3754	BMD Better Money Decisions Santa Fe, New Mexico	$382K	+$33.5K	11	0.31%	Increased
3755	MWP Moller Wealth Partners	$381K	-$129	1	0.13%	Reduced
3756	GPA Guidance Point Advisors Wellesley, Massachusetts	$377K	+$78.3K	4	0.14%	Increased
3757	BA Bellwether Advisors Lincoln, Nebraska	$373K	-$1.25M	13	0.12%	Reduced
3758	BWM Benchmark Wealth Management Old Lyme, Connecticut	$366K	$0	1	0.26%	Maintained
3759	RQS Ramsey Quantitative Systems Louisville, Kentucky	$366K	+$133K	1	1.83%	Increased
3760	BWM Blossom Wealth Management San Ramon, Ca, California	$364K	+$84.6K	1	2.16%	Increased
3761	BWA BlueSky Wealth Advisors New Bern, North Carolina	$363K	-$27.9K	1	0.07%	Reduced
3762	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$363K	-$280K	2	0.57%	Reduced
3763	TCM Tuttle Capital Management Riverside, Connecticut	$363K	-$2.61M	1	0.42%	Reduced
3764	CC Constitution Capital Shelton, Connecticut	$361K	-$1.19M	1	0.22%	Reduced
3765	KCPG Kavar Capital Partners Group Leawood, Kansas	$361K	$0	1	0.08%	Maintained
3766	BPCA Bank Pictet & Cie (Asia) Singapore	$360K	-$7.46K	1	0.1%	Reduced
3767	Cowen and Company New York	$359K	+$313K	2	0.02%	New
3768	AIA Alera Investment Advisors Deerfield, Illinois	$357K	-$7.58K	1	0.11%	Reduced
3769	PWS Private Wealth Strategies New Albany, Ohio	$356K	+$28.4K	2	0.09%	Increased
3770	EH EMG Holdings Old Greenwich, Connecticut	$355K	+$355K	1	0.04%	New
3771	SFG Sunburst Financial Group Vestavia Hills, Alabama	$355K	+$86	1	0.22%	Increased
3772	MA Modus Advisors Excelsior, Minnesota	$354K	-$64K	1	0.15%	Reduced
3773	TIM Total Investment Management Scottsdale, Arizona	$352K	+$2.23K	1	0.09%	Increased
3774	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$351K	-$17.7K	1	0.08%	Reduced
3775	KFS Kaizen Financial Strategies Campbell, California	$350K	+$373K	1	0.28%	New