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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	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$303K	-$177K	1	0.13%	Reduced
3827	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$303K	+$305K	1	2.73%	New
3828	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$302K	-$30.7K	1	0.09%	Reduced
3829	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$299K	+$20.3K	1	0.07%	Increased
3830	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$298K	-$110K	1	0.15%	Reduced
3831	BC BIT Capital Berlin, Germany	$297K	+$349K	1	0.02%	New
3832	KCM Kendall Capital Management Rockville, Maryland	$295K	+$286K	1	0.18%	New
3833	CANC Culbertson A N & Co Charlottesville, Virginia	$294K	+$47.1K	1	0.06%	Increased
3834	FFWM Future Financial Wealth Management Cincinnati, Ohio	$293K	+$7.3K	1	0.34%	Increased
3835	NAM Nexpoint Asset Management Dallas, Texas	$293K	-$21K	1	0.08%	Reduced
3836	HR Hardy Reed Tupelo, Mississippi	$292K	+$1.27K	1	0.06%	Increased
3837	BAM Boyar Asset Management New York	$291K	+$262K	1	0.2%	New
3838	LC Lincoln Capital Lincoln, Nebraska	$290K	-$413K	1	0.09%	Reduced
3839	WFA Wade Financial Advisory Campbell, California	$287K	$0	1	0.18%	Maintained
3840	NRI NFP Retirement Inc Aliso Viejo, California	$286K	$0	1	0.12%	Maintained
3841	SI SimpliFi Inc San Diego, California	$286K	-$6.63K	1	0.13%	Reduced
3842	BMD Better Money Decisions Santa Fe, New Mexico	$285K	+$271K	9	0.29%	New
3843	GG GenWealth Group Maplewood, New Jersey	$285K	-$298K	1	0.09%	Reduced
3844	VCG Vantage Consulting Group Virginia Beach, Virginia	$283K	-$1.13M	1	0.06%	Reduced
3845	EWA ERTS Wealth Advisors Marquette, Michigan	$282K	+$261K	1	0.08%	New
3846	LAM LifePro Asset Management San Diego, California	$279K	-$20.3K	1	0.09%	Reduced
3847	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$278K	-$420K	1	0.17%	Reduced
3848	WCM Wealthcare Capital Management Richmond, Virginia	$278K	+$257K	20	0.03%	New
3849	MCG McCollum Christoferson Group Amherst, New York	$277K	$0	1	0.07%	Maintained
3850	AFA Arlington Financial Advisors Santa Barbara, California	$276K	$0	1	0.11%	Maintained