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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
4051	ZIG Zuckerman Investment Group Chicago, Illinois	$407K	$0	1	0.07%	Maintained
4052	LWA Lineweaver Wealth Advisors Valley View, Ohio	$406K	+$24.2K	1	0.12%	Increased
4053	SA Sicart Associates New York	$406K	-$637K	1	0.11%	Reduced
4054	WP Wedgewood Partners St Louis, Missouri	$406K	+$166K	1	0.06%	Increased
4055	NEPPG New England Professional Planning Group Westerly, Rhode Island	$405K	-$241K	1	0.24%	Reduced
4056	SAM Sequent Asset Management Houston, Texas	$405K	+$379K	1	0.24%	New
4057	SAM Synergy Asset Management Vancouver, Washington	$405K	-$11.9M	1	0.1%	Reduced
4058	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$404K	-$278K	1	0.14%	Reduced
4059	SWRP Summit Wealth & Retirement Planning San Ramon, California	$404K	+$107K	2	0.14%	Increased
4060	TFA Triad Financial Advisors Greensboro, North Carolina	$403K	-$51.1K	1	0.22%	Reduced
4061	IF Insight Folios Charlotte, North Carolina	$402K	+$22.4K	1	0.18%	Increased
4062	VCS Vaughan & Co Securities Ridgewood, New Jersey	$402K	-$87.8K	1	0.28%	Reduced
4063	AFIA America First Investment Advisors Omaha, Nebraska	$401K	$0	1	0.12%	Maintained
4064	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$400K	$0	1	0.34%	Maintained
4065	SCG Sonata Capital Group Seattle, Washington	$398K	$0	1	0.18%	Maintained
4066	TC TAP Consulting Kirkwood, Missouri	$396K	-$272K	1	0.1%	Reduced
4067	SFG Synergy Financial Group San Ramon, California	$395K	$0	1	0.41%	Maintained
4068	TFP TrueWealth Financial Partners Bellevue, Washington	$395K	-$22.3K	1	0.38%	Reduced
4069	MF Meridian Financial Holliston, Massachusetts	$395K	+$2.03K	1	0.41%	Increased
4070	UCB United Community Bank Greenville, South Carolina	$392K	+$9.48K	4	0.39%	Increased
4071	ACP Aveo Capital Partners Englewood, Colorado	$391K	-$822K	1	0.07%	Reduced
4072	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$390K	+$354K	5	0.49%	New
4073	WMA West Michigan Advisors Holland, Michigan	$390K	+$75.4K	1	0.26%	Increased
4074	BAM Boyar Asset Management New York	$388K	$0	1	0.25%	Maintained
4075	PFA Peak Financial Advisors Denver, Colorado	$387K	-$149K	1	0.33%	Reduced