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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
4276	NL Navalign LLC Encino, California	$2.61M	-$216K	3	0.61%	Reduced
4277	PWM Parkshore Wealth Management Granite Bay, California	$2.6M	-$60.8K	2	0.75%	Reduced
4278	QCIG Quad-Cities Investment Group Davenport, Iowa	$2.6M	-$525K	5	0.93%	Reduced
4279	DA Drake & Associates Waukesha, Wisconsin	$2.6M	-$7.05K	3	0.44%	Reduced
4280	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$2.6M	-$370K	6	0.75%	Reduced
4281	MI Markowski Investments Tampa, Florida	$2.6M	+$2.67M	15	0.57%	New
4282	DT DBA Trading Fort Lauderdale, Florida	$2.6M	$0	2	1.31%	Maintained
4283	TP Tranquility Partners Brentwood, Tennessee	$2.6M	+$33.6K	6	0.89%	Increased
4284	FCT First Community Trust Dubuque, Iowa	$2.59M	+$341K	14	1.17%	Increased
4285	TCM Tradewinds Capital Management Bellingham, Washington	$2.58M	-$168K	19	0.46%	Reduced
4286	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$2.58M	-$113K	13	1.38%	Reduced
4287	WIA Wealthedge Investment Advisors New York	$2.58M	+$722K	2	0.88%	Increased
4288	SM Soapstone Management Bethesda, Maryland	$2.57M	+$3.32M	1	1.87%	New
4289	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$2.57M	-$289K	19	0.62%	Reduced
4290	NF Napier Financial Braintree, Massachusetts	$2.57M	+$146K	16	0.54%	Increased
4291	DQRIM Dale Q Rice Investment Management Vancouver, Washington	$2.57M	+$349K	3	1.39%	Increased
4292	VC Vicus Capital State College, Pennsylvania	$2.57M	-$38.2K	5	0.17%	Reduced
4293	LFS Leibman Financial Services Louisville, Nebraska	$2.56M	+$2.47M	1	1.7%	New
4294	CH Canton Hathaway Providence, Rhode Island	$2.56M	-$146K	12	0.49%	Reduced
4295	MWM Mosley Wealth Management Anaheim, California	$2.56M	-$1.02M	15	0.81%	Reduced
4296	GPFA Game Plan Financial Advisors Westlake, Ohio	$2.55M	-$987K	17	0.95%	Reduced
4297	FFC First Financial Corp Terre Haute, Indiana	$2.55M	-$185K	6	0.88%	Reduced
4298	PCM Palouse Capital Management Spokane, Washington	$2.54M	+$208K	5	1.58%	Increased
4299	JFG Juno Financial Group Richmond, Virginia	$2.54M	-$2.41K	3	0.9%	Reduced
4300	APW Acima Private Wealth Richmond, Virginia	$2.53M	-$364K	4	0.73%	Reduced