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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
4226	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$256K	-$200K	1	0.06%	Reduced
4227	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$255K	+$246K	1	0.23%	New
4228	SFG Sowa Financial Group Lincoln, Rhode Island	$255K	-$18.6K	1	0.15%	Reduced
4229	GFP Guardian Financial Partners Orange, California	$254K	+$260K	1	0.24%	New
4230	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$254K	+$266K	1	0.24%	New
4231	SFS Summit Financial Strategies Columbus, Ohio	$254K	$0	1	0.05%	Maintained
4232	PS Portfolio Strategies Monsey, New York	$253K	$0	1	0.05%	Maintained
4233	RSS Rosenblum Silverman Sutton San Francisco, California	$253K	-$74.9K	1	0.06%	Reduced
4234	GG GenWealth Group Maplewood, New Jersey	$252K	-$12.7K	1	0.07%	Reduced
4235	MCG McCollum Christoferson Group Amherst, New York	$252K	$0	1	0.06%	Maintained
4236	MGAM McGowan Group Asset Management Dallas, Texas	$252K	-$426K	1	0.04%	Reduced
4237	SG Somerset Group Wayzata, Minnesota	$252K	$0	1	0.17%	Maintained
4238	AOG Alpha Omega Group Reston, Virginia	$251K	+$10.6K	1	0.25%	Increased
4239	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$251K	-$76.9K	1	0.27%	Reduced
4240	CCM Courage Capital Management Nashville, Tennessee	$250K	$0	1	0.17%	Maintained
4241	PCI Planning Center Inc Moline, Illinois	$249K	+$254K	1	0.2%	New
4242	TCM Towercrest Capital Management Newtown, Pennsylvania	$249K	$0	1	0.05%	Maintained
4243	BIM Bullseye Investment Management Cincinnati, Ohio	$248K	+$251K	1	0.18%	New
4244	WFA Wade Financial Advisory Campbell, California	$248K	-$17.2K	1	0.13%	Reduced
4245	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$247K	$0	1	0.13%	Maintained
4246	LC Landaas & Company Milwaukee, Wisconsin	$246K	$0	1	0.13%	Maintained
4247	TFA Tranquilli Financial Advisor Clinton, New Jersey	$246K	-$4.64K	1	0.17%	Reduced
4248	RCI RS Crum Inc Newport Beach, California	$245K	+$248K	1	0.14%	New
4249	TCM Tegean Capital Management New York	$245K	+$244K	1	0.25%	New
4250	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$244K	+$247K	1	0.2%	New