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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	NRC New Republic Capital Charlotte, North Carolina	$280K	+$63.9K	1	0.21%	Increased
4252	OA Operose Advisors Milwaukee, Wisconsin	$279K	+$23.6K	5	0.14%	Increased
4253	MCM McMillion Capital Management Greensboro, North Carolina	$279K	$0	1	0.26%	Maintained
4254	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$277K	+$23.2K	1	0.23%	Increased
4255	Alesco Advisors Pittsford, New York	$277K	+$3.12K	1	0.01%	Increased
4256	Orgel Wealth Management Altoona, Wisconsin	$277K	+$274K	1	0.01%	New
4257	LWA Lowe Wealth Advisors Columbia, Maryland	$274K	+$5.06K	5	0.15%	Increased
4258	World Investment Advisors Santa Barbara, California	$274K	-$69.9K	1	0.06%	Reduced
4259	CCM Courage Capital Management Nashville, Tennessee	$274K	$0	1	0.66%	Maintained
4260	CM Capital Management Glen Allen, Virginia	$273K	$0	1	0.06%	Maintained
4261	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$273K	-$1.25K	1	0.06%	Reduced
4262	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$273K	-$48.8K	1	0.1%	Reduced
4263	RWM Raffa Wealth Management Washington, District of Columbia	$273K	-$535	26	0.1%	Reduced
4264	RBC Roble Belko & Company Sewickley, Pennsylvania	$273K	-$15.8K	6	0.06%	Reduced
4265	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$272K	-$29.9K	7	0.08%	Reduced
4266	MIA Milestone Investment Advisors Middleton, Wisconsin	$272K	+$274K	7	0.08%	New
4267	OWM Opes Wealth Management Menlo Park, California	$272K	-$2.86K	1	0.09%	Reduced
4268	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$271K	+$269K	1	0.03%	New
4269	PCWA Pacific Capital Wealth Advisors Corona, California	$271K	-$223K	1	0.07%	Reduced
4270	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$270K	$0	1	0.98%	Maintained
4271	NFG Nadler Financial Group Deerfield, Illinois	$270K	-$1.04K	1	0.04%	Reduced
4272	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$269K	+$267K	1	0.07%	New
4273	RFN Redwood Financial Network Solon, Ohio	$268K	-$215K	1	0.27%	Reduced
4274	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$268K	$0	1	0.22%	Maintained
4275	EW Enzi Wealth Austin, Texas	$268K	$0	1	0.14%	Maintained