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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
3951	CTC (Chicago Trading Company) Chicago, Illinois	$52.9K	-$38.4K	1	0.04%	Reduced
3952	SSC Syverson Strege & Co West Des Moines, Iowa	$52K	+$45.3K	5	0.05%	New
3953	DMK David M. Knott	$51K	$0	1	0.02%	Maintained
3954	DI Disciplined Investments Tulsa, Oklahoma	$50K	-$61.3K	3	0.03%	Reduced
3955	FA Fortis Advisors Wayne, Pennsylvania	$46K	+$16.6K	3	0.04%	Increased
3956	FWM ForthRight Wealth Management Alpharetta, Georgia	$43K	+$44K	3	0.03%	New
3957	MFS McNamara Financial Services Marshfield, Massachusetts	$43K	$0	1	0.01%	Maintained
3958	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$43K	+$39.4K	1	0.05%	New
3959	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$42K	$0	1	0.01%	Maintained
3960	TWP TFO Wealth Partners Maumee, Ohio	$42K	-$37.2K	2	0.01%	Reduced
3961	YAL Your Advocates Ltd Houston, Texas	$40K	+$9.37K	3	0.03%	Increased
3962	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$37K	-$4.69M	1	0.19%	Reduced
3963	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$29K	$0	1	0.02%	Maintained
3964	TI tru Independence Portland, Oregon	$27.9K	-$5.86M	14	0.05%	Reduced
3965	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$25K	-$3.81K	2	0.01%	Reduced
3966	JWBC John W. Brooker & Co Oakland, California	$21K	+$19.2K	1	0.01%	New
3967	CWM Cedar Wealth Management Walnut Creek, California	$19K	+$16.9K	2	0.01%	New
3968	PPW Pasadena Private Wealth Pasadena, California	$17K	$0	1	0.01%	Maintained
3969	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$15K	-$11K	1	0%	Reduced
3970	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$15K	$0	1	0.01%	Maintained
3971	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$15K	+$12.3K	1	0.01%	New
3972	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$15K	+$12.4K	1	0.01%	New
3973	OIS Okabena Investment Services Minneapolis, Minnesota	$11K	-$799K	1	0.01%	Reduced
3974	ARIS Advanced Research Investment Solutions Los Angeles, California	$10K	+$9.82K	2	0.02%	New
3975	MD Financial Management Ottawa, Ontario, Canada	$10K	+$8.92K	1	0%	New