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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
3976	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$210K	+$212K	1	0.07%	New
3977	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$209K	$0	1	0.1%	Maintained
3978	Check Capital Management Costa Mesa, California	$207K	-$33M	1	0.01%	Reduced
3979	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$207K	+$205K	1	0.08%	New
3980	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$206K	$0	1	0.12%	Maintained
3981	NWM Northwest Wealth Management Spencer, Iowa	$206K	+$208K	1	0.11%	New
3982	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$205K	+$9.91K	1	0.01%	Increased
3983	AWM Aprio Wealth Management Atlanta, Georgia	$204K	+$204K	1	0.1%	New
3984	AIC Ayalon Insurance Company Ramat Gan, Israel	$204K	+$104K	1	0.07%	Increased
3985	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$204K	-$76K	6	0.18%	Reduced
3986	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$204K	+$204K	1	0.01%	New
3987	EFG Everhart Financial Group Dublin, Ohio	$204K	-$172K	1	0.14%	Reduced
3988	PWS Paragon Wealth Strategies Jacksonville, Florida	$203K	+$204K	5	0.06%	New
3989	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$202K	+$725	1	0.08%	Increased
3990	CA Capital Advantage Walnut Creek, California	$201K	-$2.2M	1	0.05%	Reduced
3991	MCM Monument Capital Management Alexandria, Virginia	$201K	+$204K	1	0.07%	New
3992	BI Bulldog Investors Saddle Brook, New Jersey	$199K	+$208K	1	0.05%	New
3993	SA SRH Advisors Salina, Kansas	$199K	+$24.2K	6	0.25%	Increased
3994	WA Wealth Advisors Rancho Santa Fe, California	$199K	+$16.7K	1	0.07%	Increased
3995	PC Permanens Capital New York	$198K	-$1.88M	2	0.04%	Reduced
3996	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$197K	-$16K	1	0.09%	Reduced
3997	GWA GGM Wealth Advisors Baltimore, Maryland	$196K	+$67	1	0.17%	Increased
3998	LIM Lagoda Investment Management New York	$195K	+$62.1K	1	0.09%	Increased
3999	HWM HighMark Wealth Management St. Paul, Minnesota	$188K	-$34.1K	9	0.14%	Reduced
4000	AWC Abundance Wealth Counselors State College, Pennsylvania	$185K	-$258K	1	0.05%	Reduced