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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
4176	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$137K	$0	2	0.02%	Maintained
4177	DEM Disciplined Equity Management Neptune Beach, Florida	$132K	$0	1	0.13%	Maintained
4178	UID Union Investments & Development Tel Aviv, Israel	$131K	$0	1	0.06%	Maintained
4179	NC Nixon Capital Austin, Texas	$130K	+$142K	1	0.09%	New
4180	SPWM Straight Path Wealth Management Jenison, Michigan	$130K	-$200K	1	0.12%	Reduced
4181	SAM Strategic Asset Management Rochester, Minnesota	$127K	-$44K	4	0.22%	Reduced
4182	AWS AJ Wealth Strategies New York	$126K	-$222K	1	0.01%	Reduced
4183	FWA FSC Wealth Advisors Fishkill, New York	$125K	+$27.2K	5	1.2%	Increased
4184	CP Castleview Partners Dallas, Texas	$123K	-$1.03M	8	0.12%	Reduced
4185	TCM TD Capital Management Memphis, Tennessee	$122K	+$135K	5	0.02%	New
4186	Cowen and Company New York	$116K	+$491K	2	0.01%	Increased
4187	CWM Cherrydale Wealth Management Hoboken, New Jersey	$115K	$0	1	0.11%	Maintained
4188	APW Axim Planning & Wealth Springboro, Ohio	$113K	+$65.1K	5	0.11%	Increased
4189	AWM Altus Wealth Management Ft Mitchell, Kentucky	$111K	$0	1	0.1%	Maintained
4190	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$108K	-$7.4K	5	0.05%	Reduced
4191	BWS BCR Wealth Strategies Vestavia, Alabama	$108K	$0	1	0.11%	Maintained
4192	IWP IAG Wealth Partners Waukesha, Wisconsin	$106K	+$18.7K	8	0.04%	Increased
4193	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$105K	$0	4	0.24%	Maintained
4194	SRC Samson Rock Capital London, United Kingdom	$98K	+$115K	1	0.07%	New
4195	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$97K	+$104K	1	0.1%	New
4196	DWMG DB Wealth Management Group San Diego, California	$96K	+$5.14K	4	0.07%	Increased
4197	GC Gould Capital Tacoma, Washington	$96K	$0	4	0.08%	Maintained
4198	ACM ACT Capital Management Wayne, Pennsylvania	$95K	$0	1	0.13%	Maintained
4199	FA Fortis Advisors Wayne, Pennsylvania	$93K	-$57K	1	0.07%	Reduced
4200	HWM HighMark Wealth Management St. Paul, Minnesota	$93K	-$1.71K	8	0.08%	Reduced