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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	CTC (Chicago Trading Company) Chicago, Illinois	$64.2K	+$6.42K	2	0.04%	Increased
4002	SSC Syverson Strege & Co West Des Moines, Iowa	$60K	$0	5	0.06%	Maintained
4003	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$52K	-$2K	1	0%	Reduced
4004	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$51K	$0	1	0.01%	Maintained
4005	DMK David M. Knott	$46K	-$14.6K	1	0.02%	Reduced
4006	FA Fortis Advisors Wayne, Pennsylvania	$45K	-$7K	2	0.03%	Reduced
4007	YAL Your Advocates Ltd Houston, Texas	$45K	$0	3	0.03%	Maintained
4008	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$41K	+$7.29K	1	0.02%	Increased
4009	AIA Arcadia Investment Advisors Eagle, Idaho	$37.3K	-$29.3K	3	0.02%	Reduced
4010	SFMG Sage Financial Management Group Mclean, Virginia	$37K	+$34.9K	3	0.03%	New
4011	EW Emerson Wealth Bloomfield Hills, Michigan	$36K	+$33.5K	1	0.02%	New
4012	LAM Lountzis Asset Management Wyomissing, Pennsylvania	$35.3K	$0	1	0.02%	Maintained
4013	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$35K	+$14.2K	3	0.03%	Increased
4014	JWBC John W. Brooker & Co Oakland, California	$29K	+$3.39K	2	0.02%	Increased
4015	M1FG Mach-1 Financial Group Rogers, Arkansas	$27K	-$1.2M	2	0.02%	Reduced
4016	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$24K	-$781	2	0.01%	Reduced
4017	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$23K	$0	1	0.02%	Maintained
4018	PPW Pasadena Private Wealth Pasadena, California	$21K	$0	1	0.01%	Maintained
4019	TLFA True Link Financial Advisors San Francisco, California	$20K	-$54.7K	2	0%	Reduced
4020	CWM Cedar Wealth Management Walnut Creek, California	$18K	$0	2	0.01%	Maintained
4021	Cowen and Company New York	$15K	-$5.94M	1	0%	Reduced
4022	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$12K	-$3.68K	1	0%	Reduced
4023	ARIS Advanced Research Investment Solutions Los Angeles, California	$11K	$0	2	0.01%	Maintained
4024	SWG Summit Wealth Group White River Junction, Vermont	$9K	+$8.27K	1	0.01%	New
4025	BC Barnett & Company Chattanooga, Tennessee	$8K	+$7.27K	1	0%	New