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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
4001	BWIA Bryant Woods Investment Advisors Getzville, New York	$3.37M	+$174K	5	0.94%	Increased
4002	KCIC Kuhn & Co Investment Counsel Chicago, Illinois	$3.35M	-$2.4K	6	1.94%	Reduced
4003	SWM SFG Wealth Management Towson, Maryland	$3.35M	-$2.13M	3	1.21%	Reduced
4004	ECM Engle Capital Management Greenwich, Connecticut	$3.34M	+$2.88M	1	0.92%	New
4005	4WM 4J Wealth Management Alexandria, Virginia	$3.34M	-$3.68K	4	1.64%	Reduced
4006	DF Daviman Financial Noblesville, Indiana	$3.34M	+$1.04M	2	1.84%	Increased
4007	ASG Ariston Services Group San Diego, California	$3.34M	+$3.3M	4	1.84%	New
4008	LFS Legacy Financial Strategies Overland Park, Kansas	$3.34M	+$435K	5	0.52%	Increased
4009	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$3.33M	-$5.76M	4	0.31%	Reduced
4010	HI Hudock Inc Williamsport, Pennsylvania	$3.33M	-$948K	4	0.43%	Reduced
4011	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$3.33M	+$55.3K	4	0.26%	Increased
4012	CJ Caitlin John Brighton, Michigan	$3.33M	+$633K	23	1.82%	Increased
4013	WM Whitford Management New York	$3.32M	-$5.6M	2	2.97%	Reduced
4014	FCB First County Bank Stamford, Connecticut	$3.32M	-$577K	7	1.56%	Reduced
4015	MA Maxele Advisors Webster Groves, Missouri	$3.32M	+$3.3M	1	2.32%	New
4016	BFG Bouchey Financial Group Troy, New York	$3.32M	+$72K	7	0.21%	Increased
4017	SI Seeds Investor New York	$3.31M	+$589K	7	0.34%	Increased
4018	PBK Peoples Bank (Kansas) Pratt, Kansas	$3.31M	-$74.6K	4	3.22%	Reduced
4019	PGIM Custom Harvest Newark, New Jersey	$3.31M	+$165K	6	0.04%	Increased
4020	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$3.31M	+$1.52M	4	0.32%	Increased
4021	SWM Steinberganna Wealth Management Huntington, New York	$3.31M	+$1.18M	4	1.35%	Increased
4022	HWP Highline Wealth Partners Sherman Oaks, California	$3.31M	+$856K	28	0.67%	Increased
4023	PWM Pinnacle Wealth Management Roseville, California	$3.3M	-$911K	2	2.05%	Reduced
4024	AT Adelphi Trust Saint Petersburg, Florida	$3.3M	+$698K	5	2.19%	Increased
4025	PAM Parvin Asset Management Sioux Falls, South Dakota	$3.29M	-$393K	17	2.58%	Reduced