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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	TCM TD Capital Management Memphis, Tennessee	$162K	-$2K	5	0.02%	Reduced
3952	SA SRH Advisors Salina, Kansas	$161K	$0	6	0.23%	Maintained
3953	DWA Dorsey Wright & Associates Pasadena, California	$159K	-$3.17M	4	1.87%	Reduced
3954	QWM QP Wealth Management Eatontown, New Jersey	$158K	$0	1	0.17%	Maintained
3955	AIS American Investment Services Great Barrington, Massachusetts	$157K	-$238K	1	0.04%	Reduced
3956	QVR San Francisco, California	$156K	+$146K	4	0.01%	New
3957	RA Rational Advisors Huntington, New York	$156K	+$64.5K	1	0.03%	Increased
3958	JMF Johnson Midwest Financial Glidden, Iowa	$150K	+$7.29K	3	0.16%	Increased
3959	TCCM Timber Creek Capital Management Boston, Massachusetts	$150K	$0	3	0.06%	Maintained
3960	MFA McClarren Financial Advisors State College, Pennsylvania	$149K	+$489	5	0.13%	Increased
3961	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$147K	+$9.63K	1	0.1%	Increased
3962	HCM Horrell Capital Management Little Rock, Arkansas	$146K	$0	4	0.06%	Maintained
3963	IWA Inspirion Wealth Advisors Libertyville, Illinois	$143K	$0	1	0.04%	Maintained
3964	SWM Sanctuary Wealth Management Pocatello, Idaho	$141K	-$2.3K	1	0.18%	Reduced
3965	AJ Ashburton (Jersey) St Helier, Jersey	$140K	-$20K	2	0.07%	Reduced
3966	HA HC Advisors Sandy Springs, Georgia	$139K	+$129K	1	0.09%	New
3967	WGA Weather Gauge Advisory Williamsburg, Virginia	$139K	-$8.9K	1	0.16%	Reduced
3968	FCIM Fairview Capital Investment Management Greenbrae, California	$138K	-$304K	1	0.01%	Reduced
3969	IWP IAG Wealth Partners Waukesha, Wisconsin	$138K	+$10.7K	9	0.05%	Increased
3970	NCM New Capital Management Houston, Texas	$138K	-$8K	2	0.12%	Reduced
3971	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$138K	+$14.4K	6	0.05%	Increased
3972	CWM Cahaba Wealth Management Atlanta, Georgia	$133K	+$123K	1	0.02%	New
3973	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$133K	-$2.3K	1	0.07%	Reduced
3974	Fund Evaluation Group Cincinnati, Ohio	$131K	$0	1	0.01%	Maintained
3975	FEG Financial Enhancement Group Anderson, Indiana	$129K	-$32.5K	5	0.03%	Reduced