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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	OFG Orcam Financial Group Encinitas, California	$150K	$0	1	0.24%	Maintained
4227	DEM Disciplined Equity Management Neptune Beach, Florida	$147K	+$151K	1	0.13%	New
4228	RWIA Roger Wittlin Investment Advisory San Francisco, California	$143K	$0	1	0.14%	Maintained
4229	MAM Marquette Asset Management Minneapolis, Minnesota	$136K	-$24K	3	0.04%	Reduced
4230	IHWM Iron Horse Wealth Management Johston, Iowa	$131K	+$84.9K	5	0.07%	Increased
4231	CWM Cherrydale Wealth Management Hoboken, New Jersey	$128K	-$3.31K	1	0.12%	Reduced
4232	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$125K	+$1.61K	5	0.06%	Increased
4233	AWM Altus Wealth Management Ft Mitchell, Kentucky	$124K	-$227K	1	0.1%	Reduced
4234	ACM ACT Capital Management Wayne, Pennsylvania	$122K	$0	1	0.17%	Maintained
4235	EW Emerson Wealth Bloomfield Hills, Michigan	$122K	$0	2	0.08%	Maintained
4236	FTCM Fir Tree Capital Management New York	$118K	$0	1	0%	Maintained
4237	RA Rational Advisors Huntington, New York	$116K	+$18.4K	3	0.01%	Increased
4238	BC BIT Capital Berlin, Germany	$116K	-$1.44M	1	0.02%	Reduced
4239	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$115K	$0	4	0.25%	Maintained
4240	AIM Arcadia Investment Management Kalamazoo, Michigan	$114K	+$40.4K	6	0.03%	Increased
4241	NMG New Millennium Group Sandy, Utah	$113K	+$117K	6	0.12%	New
4242	HM Harvest Management New York	$111K	+$155K	1	0.13%	New
4243	FRA Frank Rimerman Advisors Palo Alto, California	$111K	-$1.02M	1	0.04%	Reduced
4244	BWS BCR Wealth Strategies Vestavia, Alabama	$110K	$0	1	0.11%	Maintained
4245	GGI Godsey & Gibb Inc Richmond, Virginia	$109K	+$4.25K	4	0.06%	Increased
4246	FWA FSC Wealth Advisors Fishkill, New York	$108K	-$95K	4	0.96%	Reduced
4247	GC Gould Capital Tacoma, Washington	$104K	+$25.2K	4	0.08%	Increased
4248	DWMG DB Wealth Management Group San Diego, California	$103K	-$10K	5	0.07%	Reduced
4249	HWM HighMark Wealth Management St. Paul, Minnesota	$103K	+$3.96K	9	0.08%	Increased
4250	SWM Scissortail Wealth Management Tulsa, Oklahoma	$102K	+$74.5K	1	0.04%	New