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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
3801	AIA Alera Investment Advisors Deerfield, Illinois	$396K	+$27.1K	1	0.12%	Increased
3802	RBC Roble Belko & Company Sewickley, Pennsylvania	$394K	+$242	9	0.09%	Increased
3803	PAM PVG Asset Management Golden, Colorado	$393K	+$391K	1	1.22%	New
3804	CF Copperwynd Financial Scottsdale, Arizona	$391K	$0	1	0.17%	Maintained
3805	FWM Filbrandt Wealth Management Middleton, Wisconsin	$385K	-$10.4K	5	0.22%	Reduced
3806	EE EWG Elevate Roseville, California	$383K	+$1.21K	1	0.15%	Increased
3807	TIM Total Investment Management Scottsdale, Arizona	$381K	-$110K	1	0.07%	Reduced
3808	PCMC Private Capital Management (Colorado) Denver, Colorado	$380K	+$212K	2	0.17%	Increased
3809	BPCA Bank Pictet & Cie (Asia) Singapore	$379K	+$30.9K	1	0.11%	Increased
3810	Legacy Financial Group (Iowa) Des Moines, Iowa	$378K	-$5.4K	1	0.11%	Reduced
3811	NAG Northstar Advisory Group Northfield, New Jersey	$378K	+$40.6K	1	0.24%	Increased
3812	T TrueFG Cedar Park, Texas	$378K	$0	1	0.19%	Maintained
3813	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$376K	-$8.07K	2	0.09%	Reduced
3814	LAS Lloyd Advisory Services Suwanee, Georgia	$374K	+$6.1K	9	0.19%	Increased
3815	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$374K	-$87.9K	1	0.04%	Reduced
3816	KCPG Kavar Capital Partners Group Leawood, Kansas	$373K	+$112K	1	0.09%	Increased
3817	FTA Financial & Tax Architects St Louis, Missouri	$372K	-$112K	1	0.18%	Reduced
3818	TA Tectonic Advisors Frisco, Texas	$372K	$0	1	0.08%	Maintained
3819	MAM Marquette Asset Management Minneapolis, Minnesota	$371K	+$269K	4	0.08%	Increased
3820	MIM Meridiem Investment Management London, United Kingdom	$370K	-$56K	2	0.01%	Reduced
3821	AIA Armor Investment Advisors Raleigh, North Carolina	$368K	-$256K	1	0.22%	Reduced
3822	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$367K	+$23.1K	8	0.43%	Increased
3823	WFA Websterrogers Financial Advisors Florence, South Carolina	$367K	$0	1	0.09%	Maintained
3824	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$362K	+$42.4K	1	0.08%	Increased
3825	BMD Better Money Decisions Santa Fe, New Mexico	$359K	+$62.6K	11	0.32%	Increased