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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
3876	FAM Frontier Asset Management Sheridan, Wyoming	$3.71M	+$1.64M	3	0.66%	Increased
3877	SB Sunflower Bank Dallas, Texas	$3.71M	-$45.1K	3	0.89%	Reduced
3878	PFA Pathway Financial Advisors South Burlington, Vermont	$3.7M	-$3.02M	2	0.43%	Reduced
3879	PA Prairie Advisory Leawood, Kansas	$3.69M	+$3.47M	2	0.87%	New
3880	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$3.69M	-$126K	5	1.19%	Reduced
3881	PVM Palogic Value Management Dallas, Texas	$3.69M	+$2.67M	5	1.2%	Increased
3882	SBI Okasan Asset Management Tokyo, Japan	$3.68M	+$501K	4	0.12%	Increased
3883	CA CGN Advisors Manhattan, Kansas	$3.68M	-$144K	4	0.27%	Reduced
3884	BOA Birnam Oak Advisors New York	$3.68M	+$2.71M	1	0.6%	New
3885	AWA AGH Wealth Advisors Wichita, Kansas	$3.68M	-$241K	6	2.32%	Reduced
3886	TWC The Woodbridge Company Toronto, Ontario, Canada	$3.68M	$0	1	0.01%	Maintained
3887	SWMP Signature Wealth Management Partners Montvale, New Jersey	$3.67M	-$145K	4	1.71%	Reduced
3888	SigFig Wealth Management San Francisco, California	$3.67M	+$657K	1	0.1%	Increased
3889	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$3.67M	+$2.09M	4	1.45%	Increased
3890	SP Symmetry Partners Glastonbury, Connecticut	$3.67M	+$348K	7	0.19%	Increased
3891	MFG Midwest Financial Group Overland Park, Kansas	$3.67M	+$515K	3	1.29%	Increased
3892	GRR Golden Reserve Retirement Dublin, Ohio	$3.67M	+$2.05M	6	0.58%	Increased
3893	IAG Investmark Advisory Group Shelton, Connecticut	$3.67M	+$203K	3	1.39%	Increased
3894	FA Fedenia Advisers Madison, Wisconsin	$3.66M	+$1.04M	17	0.87%	Increased
3895	CWP Curated Wealth Partners El Segundo, California	$3.66M	+$255K	9	0.42%	Increased
3896	DMC Drexel Morgan & Co Radnor, Pennsylvania	$3.66M	$0	1	0.51%	Maintained
3897	SCI Stableford Capital II Scottsdale, Arizona	$3.66M	+$32.4K	4	1.27%	Increased
3898	HSM H Squared Management New York	$3.66M	+$1.46M	1	2.34%	Increased
3899	IAS Investment Advisory Services The Woodlands, Texas	$3.66M	+$16.1K	5	1.05%	Increased
3900	CWM Chemistry Wealth Management New York	$3.65M	-$511K	5	0.58%	Reduced