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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
4026	LI LVZ Inc Holland, Michigan	$430K	-$7.11K	1	0.06%	Reduced
4027	3F 360 Financial Wayzata, Minnesota	$429K	-$8.69K	2	0.21%	Reduced
4028	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$429K	-$74.9K	1	0.37%	Reduced
4029	HR Hardy Reed Tupelo, Mississippi	$429K	$0	1	0.08%	Maintained
4030	RW REDW Wealth Albuquerque, New Mexico	$429K	$0	1	0.13%	Maintained
4031	BWA BlueSky Wealth Advisors New Bern, North Carolina	$426K	-$28.4K	1	0.08%	Reduced
4032	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$426K	+$55.2K	1	0.34%	Increased
4033	OCM Objective Capital Management Pepper Pike, Ohio	$426K	+$136K	1	0.33%	Increased
4034	SBF Sara-Bay Financial Sarasota, Florida	$426K	-$261K	1	0.17%	Reduced
4035	FIBT First International Bank & Trust Watford City, North Dakota	$425K	-$101K	2	0.14%	Reduced
4036	CFA Capstone Financial Advisors Downers Grove, Illinois	$424K	-$494K	1	0.03%	Reduced
4037	T TRUADVICE Sarasota, Florida	$424K	+$48.2K	1	0.24%	Increased
4038	FI Financial Insights Tacoma, Washington	$422K	+$36.5K	1	0.39%	Increased
4039	MWP Meridian Wealth Partners Exton, Pennsylvania	$421K	-$30.3K	2	0.09%	Reduced
4040	EE EWG Elevate Roseville, California	$420K	+$39.7K	1	0.16%	Increased
4041	OCG Opus Capital Group Cincinnati, Ohio	$420K	$0	1	0.08%	Maintained
4042	T TOBAM Paris, France	$420K	-$1.77M	2	0.02%	Reduced
4043	WOSD WFA of San Diego San Diego, California	$417K	-$1.06M	2	0.32%	Reduced
4044	CRCM Corbett Road Capital Management Mclean, Virginia	$416K	+$382K	1	0.54%	New
4045	AWM Altus Wealth Management Ft Mitchell, Kentucky	$415K	+$183K	2	0.29%	Increased
4046	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$414K	+$327K	1	0.04%	New
4047	FFG Ford Financial Group Fresno, California	$413K	-$326K	1	0.16%	Reduced
4048	PWS Private Wealth Strategies New Albany, Ohio	$412K	+$2.84K	1	0.1%	Increased
4049	ACM Avalon Capital Management Port Of Redwood City, California	$410K	$0	1	0.16%	Maintained
4050	MC Merlin Capital Newport, Rhode Island	$408K	-$14.8K	1	0.54%	Reduced