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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
4251	TSW Three Seasons Wealth Salt Lake City, Utah	$2.67M	+$1.83M	3	0.24%	Increased
4252	CWG Crown Wealth Group Charlotte, North Carolina	$2.66M	-$354K	7	0.68%	Reduced
4253	ACM Ashford Capital Management Wilmington, Delaware	$2.66M	+$2.32M	2	0.29%	Increased
4254	CVA Central Valley Advisors Sacramento, California	$2.66M	-$1.17M	4	0.68%	Reduced
4255	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$2.66M	+$349K	4	1.61%	Increased
4256	SFGM Stonebridge Financial Group (Missouri) St. Louis, Missouri	$2.65M	+$189K	7	1.76%	Increased
4257	BM Bridger Management New York	$2.65M	+$2.63M	1	1.76%	New
4258	ISFAN Investor's Fiduciary Advisor Network Snoqualmie, Washington	$2.65M	-$1.44M	6	0.9%	Reduced
4259	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$2.65M	-$24.3K	1	0.49%	Reduced
4260	CWMP Clarion Wealth Managment Partners Fairfax, Virginia	$2.65M	-$600K	5	2.14%	Reduced
4261	EIP Essential Investment Partners Englewood, Colorado	$2.65M	+$27.2K	18	2.12%	Increased
4262	OC Optima Capital Beaverton, Oregon	$2.65M	+$228K	4	1.04%	Increased
4263	MCM Monument Capital Management Alexandria, Virginia	$2.64M	-$2.79M	4	0.53%	Reduced
4264	BDF Black Diamond Financial Towson, Maryland	$2.64M	-$2.57M	4	0.23%	Reduced
4265	LIA Luken Investment Analytics Brentwood, Tennessee	$2.64M	-$7.53K	5	0.92%	Reduced
4266	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$2.64M	+$1.85M	2	0.82%	Increased
4267	SCA Sandy Cove Advisors Hingham, Massachusetts	$2.64M	-$606K	6	0.66%	Reduced
4268	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$2.63M	+$110K	17	0.49%	Increased
4269	TA Tactive Advisors Jacksonville, Florida	$2.63M	+$402K	4	0.65%	Increased
4270	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$2.63M	+$191K	2	1.47%	Increased
4271	LI LVZ Inc Holland, Michigan	$2.62M	+$452K	4	0.27%	Increased
4272	BWMG Barnes Wealth Management Group Bakersfield, California	$2.62M	+$158K	4	1.21%	Increased
4273	AWM Alterna Wealth Management Houston, Texas	$2.62M	+$2.36M	1	1.5%	Increased
4274	MDSL M.D. Sass LLC New York	$2.62M	-$5.07M	1	0.17%	Reduced
4275	TF Telligent Fund Hong Kong	$2.62M	-$3.53M	1	1.93%	Reduced