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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
4126	KTM Keeler Thomas Management Orem, Utah	$206K	-$416K	1	0.1%	Reduced
4127	OTL Oak Thistle LLC New York	$205K	-$1.74M	1	0.74%	Reduced
4128	CA Corrado Advisors Ramsey, New Jersey	$204K	+$2.09K	1	0.17%	Increased
4129	HW Hamilton Wealth Encino, California	$204K	-$527K	1	0.09%	Reduced
4130	PCM Presidio Capital Management San Diego, California	$204K	-$15.3K	1	0.22%	Reduced
4131	VBWMG Von Berge Wealth Management Group San Diego, California	$204K	+$205K	1	0.22%	New
4132	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$203K	-$256K	0	–	Closed
4133	OPOWM One Plus One Wealth Management Jupiter, Florida	$203K	-$532K	1	0.17%	Reduced
4134	PA Planning Alternatives Birmingham, Michigan	$203K	-$74K	1	0.04%	Reduced
4135	SCA Southern Capital Advisors Jackson, Tennessee	$203K	+$91	1	0.17%	Increased
4136	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$203K	$0	1	0.47%	Maintained
4137	WC Wexford Capital West Palm Beach, Florida	$203K	-$846K	1	0.06%	Reduced
4138	BWM Benchmark Wealth Management Old Lyme, Connecticut	$202K	$0	1	0.16%	Maintained
4139	CBN Cadence Bank NA Houston, Texas	$202K	-$5.2M	1	1.25%	Reduced
4140	GG GenWealth Group Maplewood, New Jersey	$202K	$0	1	0.07%	Maintained
4141	SG Somerset Group Wayzata, Minnesota	$202K	$0	1	0.18%	Maintained
4142	AWM Alterna Wealth Management Houston, Texas	$201K	-$203K	1	0.24%	Reduced
4143	CF Copperwynd Financial Scottsdale, Arizona	$201K	+$5.43K	1	0.12%	Increased
4144	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$201K	-$577K	1	0.22%	Reduced
4145	KAM KEB Asset Management Springfield, Illinois	$201K	+$211K	1	0.13%	New
4146	NAG Northstar Advisory Group Northfield, New Jersey	$201K	-$17.1K	1	0.18%	Reduced
4147	SIM Seaview Investment Managers Miami, Florida	$201K	+$255K	1	0.08%	New
4148	WAM Wilsey Asset Management San Diego, California	$201K	-$201K	1	0.05%	Reduced
4149	NAM Nexpoint Asset Management Dallas, Texas	$200K	-$17.8M	1	0.01%	Reduced
4150	IWN Independent Wealth Network Urbandale, Iowa	$198K	-$7.2K	1	0.15%	Reduced