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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	APW Austin Private Wealth Austin, Texas	$202K	-$403K	1	0.04%	Reduced
3952	NS Newman & Schimel Deerfield, Illinois	$202K	-$12K	1	0.13%	Reduced
3953	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$201K	$0	6	0.17%	Maintained
3954	HIC Hartline Investment Corp Winnetka, Illinois	$201K	-$8.69K	1	0.03%	Reduced
3955	PFA Professional Financial Advisors North Platte, Nebraska	$201K	-$24.2K	5	0.12%	Reduced
3956	WA Wealth Advisors Rancho Santa Fe, California	$192K	$0	1	0.08%	Maintained
3957	SA SRH Advisors Salina, Kansas	$191K	-$129	6	0.23%	Reduced
3958	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$188K	$0	1	0.01%	Maintained
3959	RBC Roble Belko & Company Sewickley, Pennsylvania	$186K	-$194K	8	0.04%	Reduced
3960	OAJ Ogorek Anthony Joseph Williamsville, New York	$184K	+$16.1K	7	0.08%	Increased
3961	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$183K	+$11K	8	0.04%	Increased
3962	CAM Costello Asset Management Feasterville, Pennsylvania	$179K	+$59.5K	4	0.11%	Increased
3963	SAM Strategic Asset Management Rochester, Minnesota	$177K	+$174K	5	0.25%	New
3964	TCM TD Capital Management Memphis, Tennessee	$177K	-$171	5	0.02%	Reduced
3965	DeepCurrents Investment Group New York	$176K	+$176K	1	0.01%	New
3966	ST Sphinx Trading Chicago, Illinois	$174K	+$178K	1	0.18%	New
3967	HWM HighMark Wealth Management St. Paul, Minnesota	$172K	-$1.65K	9	0.13%	Reduced
3968	JWM Jackson Wealth Management Lake Mary, Florida	$160K	+$235K	1	1.94%	Increased
3969	MFA McClarren Financial Advisors State College, Pennsylvania	$158K	+$895	5	0.12%	Increased
3970	JMF Johnson Midwest Financial Glidden, Iowa	$147K	-$321	3	0.12%	Reduced
3971	GS Gagnon Securities New York	$146K	-$173K	1	0.02%	Reduced
3972	WAM Warberg Asset Management Winnetka, Illinois	$134K	+$128K	2	0.02%	New
3973	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$131K	-$1.1M	4	0.09%	Reduced
3974	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$126K	-$64	5	0.2%	Reduced
3975	Hershey Trust Company Hershey, Pennsylvania	$124K	-$203K	1	0%	Reduced