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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	PWS Private Wealth Strategies New Albany, Ohio	$358K	+$3.08K	1	0.09%	Increased
3827	BSI Bennett Selby Investments Falmouth, Maine	$357K	+$360K	1	0.24%	New
3828	OFG OTA Financial Group Purchase, New York	$353K	+$338K	1	0.39%	New
3829	PGIM Custom Harvest Newark, New Jersey	$352K	$0	2	0.07%	Maintained
3830	SFG Sunburst Financial Group Vestavia Hills, Alabama	$352K	-$3.28K	1	0.22%	Reduced
3831	PCWA Pacific Capital Wealth Advisors Corona, California	$351K	$0	1	0.18%	Maintained
3832	PA Planning Alternatives Birmingham, Michigan	$351K	+$5.71K	1	0.06%	Increased
3833	GS Gagnon Securities New York	$350K	-$701K	1	0.05%	Reduced
3834	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$349K	$0	1	0.14%	Maintained
3835	Alesco Advisors Pittsford, New York	$348K	$0	1	0.01%	Maintained
3836	LCM Liberty Capital Management Birmingham, Michigan	$348K	$0	1	0.11%	Maintained
3837	PIM Parker Investment Management Menlo Park, California	$348K	+$306K	1	0.05%	New
3838	DFG Demars Financial Group Spokane Valley, Washington	$343K	-$10.8K	1	0.21%	Reduced
3839	TC TAP Consulting Kirkwood, Missouri	$343K	-$1.01M	1	0.1%	Reduced
3840	PWM Peterson Wealth Management Sparks, Nevada	$337K	+$94.1K	1	0.26%	Increased
3841	RSS Rosenblum Silverman Sutton San Francisco, California	$337K	-$15.2K	1	0.08%	Reduced
3842	SFC SYM Financial Corp Winona Lake, Indiana	$337K	-$231K	1	0.19%	Reduced
3843	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$336K	+$336K	6	0.1%	New
3844	BC BIT Capital Berlin, Germany	$336K	$0	1	0.02%	Maintained
3845	CC Capital Counsel New York	$335K	-$22.4K	1	0.02%	Reduced
3846	IFO Independent Family Office Albany, New York	$335K	-$13.3K	1	0.13%	Reduced
3847	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$334K	-$28.1K	7	0.11%	Reduced
3848	FFWM Future Financial Wealth Management Cincinnati, Ohio	$332K	+$7.83K	1	0.34%	Increased
3849	JMG Financial Group Downers Grove, Illinois	$332K	-$34.5K	1	0.02%	Reduced
3850	RWM Raffa Wealth Management Washington, District of Columbia	$330K	-$177K	25	0.11%	Reduced