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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	PS Portfolio Strategies Monsey, New York	$272K	-$2.92K	1	0.07%	Reduced
3977	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$270K	-$752K	1	0.05%	Reduced
3978	JMG Financial Group Downers Grove, Illinois	$269K	-$215K	1	0.02%	Reduced
3979	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$268K	+$11.6K	5	0.13%	Increased
3980	AFG Affinia Financial Group Burlington, Massachusetts	$268K	-$91.2K	1	0.3%	Reduced
3981	ES Eagle Strategies New York	$268K	+$304K	1	0.14%	New
3982	JWWM Johnson & White Wealth Management York, Pennsylvania	$268K	+$306K	1	0.3%	New
3983	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$267K	+$237K	2	0.06%	Increased
3984	PWG Private Wealth Group Tampa, Florida	$267K	$0	1	0.42%	Maintained
3985	OIS Okabena Investment Services Minneapolis, Minnesota	$266K	+$80.9K	3	0.13%	Increased
3986	FC Financial Council Towson, Maryland	$265K	+$11.7K	1	0.31%	Increased
3987	PCWA Pacific Capital Wealth Advisors Corona, California	$265K	-$202K	1	0.07%	Reduced
3988	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$265K	-$2.76K	4	0.35%	Reduced
3989	WDL Well Done LLC Holland, Michigan	$265K	-$207K	1	0.06%	Reduced
3990	Advance Capital Management Southfield, Michigan	$264K	$0	1	0.03%	Maintained
3991	CMP Coston McIsaac & Partners Bar Harbor, Maine	$264K	-$4.4K	9	0.12%	Reduced
3992	RIS Retirement Income Solutions Ann Arbor, Michigan	$264K	$0	1	0.09%	Maintained
3993	RL RPO LLC Stamford, Connecticut	$264K	-$1.75M	1	0.06%	Reduced
3994	GIM Guild Investment Management Los Angeles, California	$263K	-$57.4K	1	0.45%	Reduced
3995	FNWM Financial Network Wealth Management Draper, Utah	$262K	+$1.15K	1	0.16%	Increased
3996	ISB Iowa State Bank Urbandale, Iowa	$262K	-$231K	1	0.07%	Reduced
3997	T TNF Billings, Montana	$262K	$0	1	0.13%	Maintained
3998	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$261K	$0	1	0.12%	Maintained
3999	CAM Connacht Asset Management New York	$260K	-$259K	1	0.18%	Reduced
4000	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$260K	$0	2	0.21%	Maintained