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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
3826	LWA Lowe Wealth Advisors Columbia, Maryland	$229K	-$36.8K	5	0.12%	Reduced
3827	HIC Hartline Investment Corp Winnetka, Illinois	$228K	-$369K	1	0.03%	Reduced
3828	AFA Arlington Financial Advisors Santa Barbara, California	$227K	$0	1	0.1%	Maintained
3829	SEP Southland Equity Partners Wildwood, Missouri	$226K	+$171K	1	0.15%	New
3830	OMC Overbrook Management Corp New York	$225K	-$291K	1	0.05%	Reduced
3831	LIM Loudon Investment Management West Lebanon, New Hampshire	$224K	-$988K	1	0.18%	Reduced
3832	GG Golden Green Seneca, South Carolina	$222K	+$202K	1	0.21%	New
3833	RIS Retirement Income Solutions Ann Arbor, Michigan	$222K	+$201K	1	0.08%	New
3834	AFS Axiom Financial Strategies New Albany, Indiana	$221K	$0	1	0.13%	Maintained
3835	NCMW Northern Capital Management (Washington) Spokane, Washington	$220K	+$198K	1	0.21%	New
3836	RW Rede Wealth Charlottesville, Virginia	$220K	+$202K	1	0.15%	New
3837	AIA Angeles Investment Advisors Santa Monica, California	$219K	+$196K	1	0.02%	New
3838	CH Canton Hathaway Providence, Rhode Island	$219K	-$351K	5	0.07%	Reduced
3839	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$219K	+$199K	1	0.25%	New
3840	WCM WealthBridge Capital Management Westerville, Ohio	$219K	-$6.25K	1	0.1%	Reduced
3841	RC Rovin Capital Mesa, Arizona	$218K	+$200K	1	0.17%	New
3842	Sageworth Trust Lancaster, Pennsylvania	$218K	+$93.4K	5	0.02%	Increased
3843	APW Austin Private Wealth Austin, Texas	$217K	+$196K	1	0.06%	New
3844	CCI Credit Capital Investments Livingston, New Jersey	$216K	+$180K	1	0.28%	New
3845	MCM Magnolia Capital Management Cold Spring, New York	$215K	+$208K	1	0.22%	New
3846	NC NinePointTwo Capital Los Angeles, California	$214K	+$192K	1	0.09%	New
3847	CA Corrado Advisors Ramsey, New Jersey	$213K	+$193K	1	0.16%	New
3848	DFG Demars Financial Group Spokane Valley, Washington	$211K	-$1.18M	1	0.15%	Reduced
3849	FCM Fortis Capital Management Bellevue, Washington	$211K	-$1.64M	1	0.16%	Reduced
3850	NS Newman & Schimel Deerfield, Illinois	$210K	+$188K	1	0.17%	New