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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	PPW Pasadena Private Wealth Pasadena, California	$244K	-$11.2K	2	0.08%	Reduced
4252	GC Gillson Capital Chicago, Illinois	$243K	+$313K	1	0.02%	New
4253	NFG Nadler Financial Group Deerfield, Illinois	$243K	$0	1	0.04%	Maintained
4254	SWRP Summit Wealth & Retirement Planning San Ramon, California	$243K	-$192K	1	0.08%	Reduced
4255	CM Capital Management Glen Allen, Virginia	$240K	$0	1	0.05%	Maintained
4256	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$239K	+$205K	1	0.11%	New
4257	OWM Opes Wealth Management Menlo Park, California	$239K	-$4.53K	1	0.07%	Reduced
4258	AWM Altus Wealth Management Ft Mitchell, Kentucky	$238K	-$46.7K	1	0.14%	Reduced
4259	CFG Claremont Financial Group Claremont, California	$237K	+$243K	1	1.03%	New
4260	AWM Avaii Wealth Management Appleton, Wisconsin	$236K	+$229K	1	0.24%	New
4261	MWM Maltin Wealth Management Ridgewood, New Jersey	$235K	+$4.64K	1	0.14%	Increased
4262	RGF Retirement Guys Formula Maumee, Ohio	$235K	+$242K	1	0.19%	New
4263	VBFG Vishria Bird Financial Group Memphis, Tennessee	$235K	-$218K	1	0.11%	Reduced
4264	LWM Liberty Wealth Management Oakland, California	$234K	-$958K	1	0.01%	Reduced
4265	HIF Hill Island Financial Grand Rapids, Michigan	$233K	+$225K	1	0.08%	New
4266	LCM Landscape Capital Management Englewood, New Jersey	$233K	$0	2	0.03%	Maintained
4267	LFA Level Financial Advisors East Amherst, New York	$233K	+$235K	7	0.18%	New
4268	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$233K	+$237K	9	0.18%	New
4269	Alesco Advisors Pittsford, New York	$232K	$0	1	0.01%	Maintained
4270	FCM Firestone Capital Management Coral Gables, Florida	$232K	-$586K	1	0.07%	Reduced
4271	CF Corrigan Financial Middletown, Rhode Island	$232K	+$235K	1	0.07%	New
4272	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$230K	+$236K	1	0.18%	New
4273	CW Cabot-Wellington Boston, Massachusetts	$230K	-$171K	1	0.11%	Reduced
4274	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$228K	-$7.54K	1	0.06%	Reduced
4275	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$227K	$0	4	0.09%	Maintained