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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
4201	MPCL My Personal CFO LLC Vancouver, Washington	$350K	+$324K	15	0.32%	New
4202	RHP Royal Harbor Partners Houston, Texas	$349K	$0	1	0.22%	Maintained
4203	DCM Dean Capital Management Overland Park, Kansas	$348K	-$153K	1	0.46%	Reduced
4204	WDL Well Done LLC Holland, Michigan	$346K	+$11.2K	1	0.07%	Increased
4205	OW Olistico Wealth Tulsa, Oklahoma	$346K	+$322K	1	0.37%	New
4206	GSC Ground Swell Capital Folly Beach, South Carolina	$345K	-$1.49M	1	1.53%	Reduced
4207	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$345K	+$330K	1	0.46%	New
4208	PS Portfolio Strategies Monsey, New York	$343K	$0	1	0.08%	Maintained
4209	IAG Investmark Advisory Group Shelton, Connecticut	$341K	+$32.8K	2	0.25%	Increased
4210	CW Cook Wealth Raleigh, North Carolina	$341K	-$9.32K	1	0.33%	Reduced
4211	JF Joule Financial Lexington, Kentucky	$335K	+$6.09K	2	0.22%	Increased
4212	PSC Prentiss Smith & Co Brattleboro, Vermont	$333K	-$3.93K	1	0.3%	Reduced
4213	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$332K	-$12.8K	5	0.15%	Reduced
4214	CG Clifford Group Wayland, Massachusetts	$332K	+$314K	1	0.41%	New
4215	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$332K	-$1.76M	1	0.13%	Reduced
4216	SAS Sanford Advisory Services Portage, Michigan	$331K	+$10.6K	1	0.08%	Increased
4217	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$331K	-$5.89K	1	0.18%	Reduced
4218	FFWM Future Financial Wealth Management Cincinnati, Ohio	$328K	$0	1	0.37%	Maintained
4219	FIM FWL Investment Management Dallas, Texas	$327K	+$313K	2	0.25%	New
4220	SEM Strategic Equity Management Tucson, Arizona	$325K	+$36K	1	0.12%	Increased
4221	IPW Invictus Private Wealth Denver, Colorado	$324K	+$302K	1	0.04%	New
4222	BDF Black Diamond Financial Towson, Maryland	$324K	$0	1	0.12%	Maintained
4223	MAWA Moss Adams Wealth Advisors Seattle, Washington	$321K	+$276K	1	0.16%	New
4224	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$320K	+$275K	1	0.23%	New
4225	BEW Burton Enright Welch Walnut Creek, California	$320K	-$12.3K	1	0.13%	Reduced