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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
3901	AWM Act Wealth Management Plano, Texas	$229K	+$199K	1	0.15%	New
3902	SC Steph & Co Marinette, Wisconsin	$229K	-$425K	3	0.16%	Reduced
3903	MAM Melqart Asset Management London, United Kingdom	$227K	+$247K	1	0.01%	New
3904	HTI Hikari Tsushin Inc Tokyo, Japan	$226K	+$197K	1	0.03%	New
3905	FMI F/M Investments Washington, District of Columbia	$225K	-$2.38M	1	0.18%	Reduced
3906	LFA Landmark Financial Advisors Bowling Green, Kentucky	$223K	+$7.27K	1	0.12%	Increased
3907	HIC Hartline Investment Corp Winnetka, Illinois	$222K	-$14.1K	1	0.03%	Reduced
3908	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$222K	+$194K	1	0.12%	New
3909	RCA Reitz Capital Advisors Freeland, Michigan	$222K	-$55.1K	1	0.16%	Reduced
3910	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$221K	+$85.2K	10	0.05%	Increased
3911	OPWM Oakwell Private Wealth Management Austin, Texas	$220K	-$25K	1	0.16%	Reduced
3912	Oberweis Asset Management Lisle, Illinois	$220K	-$2.74M	1	0.05%	Reduced
3913	LWA Lineweaver Wealth Advisors Valley View, Ohio	$219K	+$210K	1	0.08%	New
3914	MIM Macroview Investment Management Bethesda, Maryland	$219K	+$3.53K	7	0.31%	Increased
3915	CA Corrado Advisors Ramsey, New Jersey	$218K	+$195	1	0.16%	Increased
3916	CCM Courage Capital Management Nashville, Tennessee	$218K	+$196K	1	0.16%	New
3917	FFA Fi3 Financial Advisors Indianapolis, Indiana	$218K	+$190K	1	0.19%	New
3918	MCM McMillion Capital Management Greensboro, North Carolina	$218K	-$874K	1	0.13%	Reduced
3919	PFA Professional Financial Advisors North Platte, Nebraska	$218K	-$6.59K	6	0.14%	Reduced
3920	BIP Blueprint Investment Partners Greensboro, North Carolina	$217K	+$227K	1	0.17%	Increased
3921	CM Capital Management Glen Allen, Virginia	$216K	+$204K	1	0.05%	New
3922	TFA Tranquilli Financial Advisor Clinton, New Jersey	$215K	-$31.2K	1	0.17%	Reduced
3923	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$214K	+$187K	1	0.1%	New
3924	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$212K	+$194K	1	0.13%	New
3925	CWM Collaborative Wealth Management Lake Mary, Florida	$211K	+$159K	1	0.12%	New