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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	FI Financial Insights Tacoma, Washington	$307K	+$6.34K	1	0.31%	Increased
4027	PS Portfolio Strategies Monsey, New York	$306K	$0	1	0.07%	Maintained
4028	SG Swarthmore Group Philadelphia, Pennsylvania	$306K	-$3.82M	1	0.12%	Reduced
4029	M1FG Mach-1 Financial Group Rogers, Arkansas	$305K	+$326K	6	0.21%	Increased
4030	SAS Sanford Advisory Services Portage, Michigan	$304K	+$87.1K	1	0.09%	Increased
4031	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$303K	-$66.3K	4	0.4%	Reduced
4032	HR Hardy Reed Tupelo, Mississippi	$299K	$0	1	0.06%	Maintained
4033	SCA Scott Capital Advisors Portland, Oregon	$299K	-$81.3K	1	0.2%	Reduced
4034	CMP Coston McIsaac & Partners Bar Harbor, Maine	$298K	+$311K	9	0.18%	New
4035	IAG Investment Advisory Group Hanover, Massachusetts	$297K	-$221K	1	0.2%	Reduced
4036	RWM Raffa Wealth Management Washington, District of Columbia	$295K	+$2.6K	26	0.13%	Increased
4037	APW Austin Private Wealth Austin, Texas	$295K	-$419K	1	0.07%	Reduced
4038	LIM Lagoda Investment Management New York	$295K	+$14.1K	1	0.2%	Increased
4039	OFG OTA Financial Group Purchase, New York	$295K	+$313K	1	0.14%	New
4040	WMC Westwood Management Corporation Chicago, Illinois	$295K	$0	1	0.04%	Maintained
4041	AAIM Asset Advisors Investment Management Augusta, Georgia	$294K	-$26.2K	1	0.04%	Reduced
4042	ECM Engine Capital Management New York	$294K	$0	2	0.12%	Maintained
4043	FC Financial Council Towson, Maryland	$293K	$0	1	0.37%	Maintained
4044	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$292K	+$1.44K	1	0.33%	Increased
4045	FS Ferguson Shapiro Decatur, Georgia	$291K	+$319K	1	0.18%	New
4046	FNWM Financial Network Wealth Management Draper, Utah	$290K	-$211K	1	0.17%	Reduced
4047	HIF Hill Island Financial Grand Rapids, Michigan	$290K	+$918	1	0.13%	Increased
4048	DLG Daniel L. Goodwin	$289K	-$88K	1	0.16%	Reduced
4049	HA HFG Advisors Cincinatti, Ohio	$289K	$0	1	0.39%	Maintained
4050	CW Cook Wealth Raleigh, North Carolina	$286K	+$26.1K	1	0.29%	Increased