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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
4151	BEW Burton Enright Welch Walnut Creek, California	$302K	$0	1	0.17%	Maintained
4152	ES Eagle Strategies New York	$302K	-$200K	1	0.12%	Reduced
4153	SFP Sterling Financial Planning Sparta, New Jersey	$299K	+$888	1	0.19%	Increased
4154	GWA Gibson Wealth Advisors Tyler, Texas	$297K	$0	2	0.3%	Maintained
4155	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$297K	+$104K	1	0.1%	Increased
4156	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$296K	-$72.9K	1	0.13%	Reduced
4157	NCMW Northern Capital Management (Washington) Spokane, Washington	$296K	+$26.7K	1	0.24%	Increased
4158	PWG Private Wealth Group Tampa, Florida	$296K	$0	1	0.22%	Maintained
4159	RIS Retirement Income Solutions Ann Arbor, Michigan	$296K	$0	1	0.08%	Maintained
4160	FEG Financial Enhancement Group Anderson, Indiana	$294K	-$8.05K	6	0.05%	Reduced
4161	RSS Rosenblum Silverman Sutton San Francisco, California	$291K	$0	1	0.07%	Maintained
4162	SCP Sender Company & Partners New York	$290K	-$403K	1	0.31%	Reduced
4163	Flow Traders U.S. New York	$289K	-$2.63M	1	0.01%	Reduced
4164	QC Quantedge Capital Singapore	$288K	+$281K	1	0.09%	New
4165	EA Evolution Advisers Richmond, Virginia	$287K	+$7.29K	7	0.21%	Increased
4166	MCG McCollum Christoferson Group Amherst, New York	$287K	$0	1	0.07%	Maintained
4167	WFA West Financial Advisors Des Moines, Iowa	$287K	+$7.7K	4	0.08%	Increased
4168	TI TTP Investments San Jose, California	$286K	$0	1	0.29%	Maintained
4169	WW Westshore Wealth Newport Beach, California	$286K	-$40.7K	1	0.19%	Reduced
4170	BIM Bullseye Investment Management Cincinnati, Ohio	$285K	$0	1	0.24%	Maintained
4171	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$285K	+$25.7K	6	0.17%	Increased
4172	EAM Empirical Asset Management Wellesley, Massachusetts	$284K	+$40.4K	1	0.27%	Increased
4173	FSA Financial Sense Advisors San Diego, California	$284K	-$189K	1	0.11%	Reduced
4174	RW RVW Wealth Los Angeles, California	$284K	-$25.3K	1	0.03%	Reduced
4175	RA Rise Advisors Rochester, New York	$283K	-$3.27K	14	0.25%	Reduced