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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	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$184K	-$31.9K	5	0.04%	Reduced
4002	TCM TD Capital Management Memphis, Tennessee	$184K	+$14K	5	0.02%	Increased
4003	OAJ Ogorek Anthony Joseph Williamsville, New York	$178K	+$103K	6	0.08%	Increased
4004	TK TIAA Kaspick Boston, Massachusetts	$174K	$0	1	0.65%	Maintained
4005	SMF Sterling Manor Financial Saratoga Springs, New York	$172K	-$10.5K	1	0.14%	Reduced
4006	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$170K	+$131K	2	0.11%	Increased
4007	VCG Vantage Consulting Group Virginia Beach, Virginia	$167K	-$117K	1	0.03%	Reduced
4008	MFA McClarren Financial Advisors State College, Pennsylvania	$163K	+$84	5	0.13%	Increased
4009	AIS American Investment Services Great Barrington, Massachusetts	$161K	$0	1	0.04%	Maintained
4010	PCM Pinz Capital Management New York	$161K	-$9.48M	3	0.05%	Reduced
4011	GIA Goodwin Investment Advisory Woodstock, Georgia	$158K	+$63.5K	2	0.17%	Increased
4012	JMF Johnson Midwest Financial Glidden, Iowa	$153K	+$1.94K	3	0.15%	Increased
4013	PFMU Privium Fund Management (UK) London, United Kingdom	$151K	$0	1	0.11%	Maintained
4014	SWM Sanctuary Wealth Management Pocatello, Idaho	$151K	+$6.61K	1	0.18%	Increased
4015	TCCM Timber Creek Capital Management Boston, Massachusetts	$148K	$0	3	0.05%	Maintained
4016	TW Towerpoint Wealth Sacramento, California	$148K	+$147K	1	0.07%	New
4017	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$147K	$0	1	0.09%	Maintained
4018	BWM BCS Wealth Management Johnson City, Tennessee	$143K	+$142K	1	0.08%	New
4019	WGA Weather Gauge Advisory Williamsburg, Virginia	$143K	$0	1	0.17%	Maintained
4020	OKSA O'Keefe Stevens Advisory Rochester, New York	$138K	+$137K	1	0.07%	New
4021	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$137K	+$133	1	0.07%	Increased
4022	Fund Evaluation Group Cincinnati, Ohio	$135K	$0	1	0.01%	Maintained
4023	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$132K	-$2K	5	0.06%	Reduced
4024	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$128K	+$24.2K	2	0.15%	Increased
4025	Harding Loevner Bridgewater, New Jersey	$127K	$0	2	0%	Maintained