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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
4076	Advance Capital Management Southfield, Michigan	$268K	-$228K	1	0.03%	Reduced
4077	BDF Black Diamond Financial Towson, Maryland	$268K	-$12.4K	1	0.11%	Reduced
4078	BA Bluesphere Advisors East Norriton, Pennsylvania	$268K	-$211K	1	0.26%	Reduced
4079	CM Capital Management Glen Allen, Virginia	$268K	$0	1	0.07%	Maintained
4080	CPC Consolidated Planning Corp Atlanta, Georgia	$268K	+$14.9K	1	0.08%	Increased
4081	WA Waddell & Associates Memphis, Tennessee	$268K	+$272K	2	0.05%	New
4082	CCM Courage Capital Management Nashville, Tennessee	$266K	-$3.48M	1	0.44%	Reduced
4083	FEG Financial Enhancement Group Anderson, Indiana	$265K	-$5K	5	0.06%	Reduced
4084	MCM McMillion Capital Management Greensboro, North Carolina	$264K	+$10.8K	2	0.22%	Increased
4085	OCM Objective Capital Management Pepper Pike, Ohio	$264K	-$44.3K	1	0.27%	Reduced
4086	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$264K	-$1.03K	1	0.04%	Reduced
4087	VBFG Vishria Bird Financial Group Memphis, Tennessee	$262K	$0	1	0.17%	Maintained
4088	BFAG Blackston Financial Advisory Group The Villages, Florida	$261K	+$268K	1	0.17%	New
4089	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$261K	+$7.98K	1	0.12%	Increased
4090	PW Peninsula Wealth San Francisco, California	$261K	+$48K	1	0.09%	Increased
4091	CF Corrigan Financial Middletown, Rhode Island	$259K	+$96	1	0.09%	Increased
4092	AL ACAS LLC Rancho Santa Fe, California	$259K	$0	1	0.39%	Maintained
4093	Merriman Wealth Management Seattle, Washington	$259K	-$349K	1	0.02%	Reduced
4094	AWM Aprio Wealth Management Atlanta, Georgia	$258K	+$2.76K	1	0.1%	Increased
4095	MWP Meridian Wealth Partners Exton, Pennsylvania	$258K	-$163K	1	0.06%	Reduced
4096	PIA Powell Investment Advisors Miami, Florida	$258K	$0	1	0.16%	Maintained
4097	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$258K	+$44.6K	2	0.19%	Increased
4098	TCM Triumph Capital Management Denver, Colorado	$258K	+$1M	3	0.14%	Increased
4099	PSC Prentiss Smith & Co Brattleboro, Vermont	$256K	$0	1	0.2%	Maintained
4100	LAM LFS Asset Management San Ramon, California	$255K	+$278K	1	0.21%	New