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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	PFA Professional Financial Advisors North Platte, Nebraska	$222K	-$25.5K	6	0.1%	Reduced
4277	Alesco Advisors Pittsford, New York	$221K	$0	1	0.01%	Maintained
4278	SCM Stordahl Capital Management Greenwood Village, Colorado	$221K	+$231K	1	0.08%	New
4279	FCM Firestone Capital Management Coral Gables, Florida	$220K	$0	1	0.07%	Maintained
4280	PW Peninsula Wealth San Francisco, California	$220K	+$210K	1	0.06%	New
4281	SEM Strategic Equity Management Tucson, Arizona	$220K	+$203K	1	0.08%	New
4282	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$219K	-$548K	1	0.5%	Reduced
4283	PBF Petix & Botte Financial La Mesa, California	$219K	+$216K	1	0.07%	New
4284	TC Trilogy Capital Irvine, California	$218K	-$264K	1	0.02%	Reduced
4285	RWIA Roger Wittlin Investment Advisory San Francisco, California	$217K	-$1.12M	1	0.2%	Reduced
4286	WCM WealthBridge Capital Management Westerville, Ohio	$217K	+$199K	1	0.08%	New
4287	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$216K	-$5.62K	5	0.02%	Reduced
4288	OAJ Ogorek Anthony Joseph Williamsville, New York	$216K	+$405	7	0.09%	Increased
4289	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$214K	+$179K	2	0.02%	Increased
4290	OIS Okabena Investment Services Minneapolis, Minnesota	$214K	$0	3	0.09%	Maintained
4291	HI Human Investing Lake Oswego, Oregon	$213K	+$195K	1	0.05%	New
4292	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$213K	+$87.6K	1	0.15%	Increased
4293	BWM BCS Wealth Management Johnson City, Tennessee	$211K	-$331K	1	0.09%	Reduced
4294	JRFS James Reed Financial Services Cleveland, Ohio	$211K	-$261K	1	0.24%	Reduced
4295	SWM Salvus Wealth Management Red Bank, New Jersey	$211K	+$195K	1	0.16%	New
4296	GSWM Greenup Street Wealth Management Ann Arbor, Michigan	$210K	-$334K	1	0.12%	Reduced
4297	SCA Strategic Capital Advisers Denver, Colorado	$210K	+$201K	1	0.16%	New
4298	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$208K	$0	6	0.18%	Maintained
4299	AA Aufman Associates Sewickley, Pennsylvania	$207K	$0	1	0.16%	Maintained
4300	BFG Baron Financial Group Fair Lawn, New Jersey	$207K	$0	5	0.12%	Maintained