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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	GG GenWealth Group Maplewood, New Jersey	$235K	$0	1	0.07%	Maintained
4252	SG Somerset Group Wayzata, Minnesota	$235K	$0	1	0.17%	Maintained
4253	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$235K	+$237K	1	0.38%	New
4254	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$234K	$0	1	0.2%	Maintained
4255	CW Cook Wealth Raleigh, North Carolina	$233K	-$15.3K	1	0.25%	Reduced
4256	CAM Costello Asset Management Feasterville, Pennsylvania	$233K	+$25.2K	6	0.16%	Increased
4257	NAM Nexpoint Asset Management Dallas, Texas	$231K	-$14.1M	1	0.03%	Reduced
4258	NPPM North Point Portfolio Managers Orange Village, Ohio	$231K	$0	1	0.03%	Maintained
4259	RWP Revolve Wealth Partners Hackensack, New Jersey	$231K	+$212K	1	0.07%	New
4260	VFP Verus Financial Partners Richmond, Virginia	$231K	-$86.6K	1	0.03%	Reduced
4261	JCG John C. Goff	$230K	+$241K	1	0.21%	New
4262	NR Newfound Research Wellesley Hills, Massachusetts	$230K	+$21.7K	2	0.3%	Increased
4263	PCI Planning Center Inc Moline, Illinois	$230K	$0	1	0.66%	Maintained
4264	CFC Client First Capital San Diego, California	$229K	+$219K	1	0.15%	New
4265	CF Copperwynd Financial Scottsdale, Arizona	$229K	+$210K	1	0.09%	New
4266	HIC Hartline Investment Corp Winnetka, Illinois	$229K	+$245K	1	0.03%	New
4267	OA Operose Advisors Milwaukee, Wisconsin	$226K	-$165K	6	0.16%	Reduced
4268	CSIA Carl Stuart Investment Advisor Austin, Texas	$226K	+$220K	2	0.16%	New
4269	RFMS RWQ Financial Management Services Naples, Florida	$225K	-$5.37M	1	0.18%	Reduced
4270	SFO Standard Family Office Sioux Falls, South Dakota	$225K	+$199K	2	0.06%	Increased
4271	SAS Sanford Advisory Services Portage, Michigan	$224K	+$214K	1	0.06%	New
4272	FWM FSA Wealth Management Needham, Massachusetts	$223K	$0	1	0.13%	Maintained
4273	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$223K	$0	1	0.19%	Maintained
4274	CMF Counterpoint Mutual Funds San Diego, California	$222K	+$32.5K	4	0.17%	Increased
4275	MWM Maltin Wealth Management Ridgewood, New Jersey	$222K	+$3.33K	1	0.15%	Increased