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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	EWA Evolution Wealth Advisors Aventura, Florida	$277K	-$246K	12	0.06%	Reduced
3852	PWG Private Wealth Group Tampa, Florida	$276K	$0	1	0.18%	Maintained
3853	ASFA All Season Financial Advisors Denver, Colorado	$275K	-$127K	1	0.22%	Reduced
3854	TCM Towercrest Capital Management Newtown, Pennsylvania	$272K	+$1.11K	1	0.05%	Increased
3855	GG GenWealth Group Maplewood, New Jersey	$270K	$0	1	0.08%	Maintained
3856	NAM Nexpoint Asset Management Dallas, Texas	$270K	$0	1	0.05%	Maintained
3857	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$270K	-$3.28K	1	0.15%	Reduced
3858	TC Tatro Capital Lexington, Kentucky	$270K	-$208K	1	0.21%	Reduced
3859	NFG Nadler Financial Group Deerfield, Illinois	$266K	-$172K	1	0.04%	Reduced
3860	TCWA Ten Capital Wealth Advisors Spokane, Washington	$266K	-$2.9M	8	0.12%	Reduced
3861	CWM Concentrum Wealth Management San Jose, California	$265K	+$269K	1	0.17%	New
3862	CA Corrado Advisors Ramsey, New Jersey	$265K	$0	1	0.16%	Maintained
3863	SEP Southland Equity Partners Wildwood, Missouri	$264K	-$263K	1	0.12%	Reduced
3864	AOG Alpha Omega Group Reston, Virginia	$263K	$0	1	0.28%	Maintained
3865	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$260K	+$265K	1	0.15%	New
3866	CC Capital Counsel New York	$260K	-$67.8K	1	0.01%	Reduced
3867	MCG McCollum Christoferson Group Amherst, New York	$260K	$0	1	0.06%	Maintained
3868	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$259K	-$236K	1	0.12%	Reduced
3869	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$259K	-$365K	1	0.43%	Reduced
3870	1WM 1900 Wealth Management San Antonio, Texas	$257K	+$256K	1	0.02%	New
3871	SFG Sowa Financial Group Lincoln, Rhode Island	$257K	+$196	1	0.17%	Increased
3872	SG Somerset Group Wayzata, Minnesota	$256K	$0	1	0.19%	Maintained
3873	SCM Stevens Capital Management Radnor, Pennsylvania	$256K	-$1.39M	1	0.11%	Reduced
3874	Alesco Advisors Pittsford, New York	$254K	-$66.9K	1	0.01%	Reduced
3875	NCMW Northern Capital Management (Washington) Spokane, Washington	$254K	+$5.8K	1	0.22%	Increased