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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
3851	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$276K	-$702K	1	0.16%	Reduced
3852	AA Aufman Associates Sewickley, Pennsylvania	$275K	$0	1	0.23%	Maintained
3853	HI Harrington Investments Napa, California	$275K	-$9.18K	1	0.17%	Reduced
3854	AWA Aaron Wealth Advisors Chicago, Illinois	$274K	+$106K	1	0.1%	Increased
3855	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$274K	+$256K	7	0.25%	New
3856	CFG CKW Financial Group Honolulu, Hawaii	$272K	-$84.1K	3	0.05%	Reduced
3857	WWM WT Wealth Management Scottsdale, Arizona	$272K	-$24.9K	1	0.13%	Reduced
3858	TIA Traphagen Investment Advisors Oradell, New Jersey	$272K	+$81.5M	2	0.05%	Increased
3859	HI Human Investing Lake Oswego, Oregon	$271K	-$21.8K	5	0.07%	Reduced
3860	AGA Accuvest Global Advisors Provo, Utah	$269K	+$249K	1	0.14%	New
3861	AFS Annapolis Financial Services Annapolis, Maryland	$268K	+$59.2K	7	0.1%	Increased
3862	PFA Pettinga Financial Advisors Evansville, Indiana	$268K	-$171K	1	0.08%	Reduced
3863	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$268K	-$196K	1	0.1%	Reduced
3864	PFA Pinnacle Family Advisors Springfield, Missouri	$267K	-$1.49M	1	0.14%	Reduced
3865	PWG Private Wealth Group Tampa, Florida	$265K	$0	1	0.19%	Maintained
3866	CYG Clean Yield Group Norwich, Vermont	$263K	-$319K	1	0.1%	Reduced
3867	IHWM Iron Horse Wealth Management Johston, Iowa	$263K	+$13.9K	5	0.2%	Increased
3868	NS Newman & Schimel Deerfield, Illinois	$263K	+$12K	1	0.18%	Increased
3869	PS Portfolio Strategies Monsey, New York	$263K	$0	1	0.06%	Maintained
3870	PIA Powell Investment Advisors Miami, Florida	$263K	$0	1	0.17%	Maintained
3871	NCMW Northern Capital Management (Washington) Spokane, Washington	$262K	$0	1	0.24%	Maintained
3872	SG Somerset Group Wayzata, Minnesota	$262K	$0	1	0.2%	Maintained
3873	BFG Baron Financial Group Fair Lawn, New Jersey	$262K	+$34.3K	5	0.18%	Increased
3874	KCPG Kavar Capital Partners Group Leawood, Kansas	$260K	$0	1	0.07%	Maintained
3875	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$257K	-$24K	1	0.1%	Reduced