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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	LFA Lauterbach Financial Advisors El Paso, Texas	$288K	$0	1	0.22%	Maintained
4277	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$288K	+$10.2K	1	0.22%	Increased
4278	DC Destiny Capital Golden, Colorado	$287K	$0	1	0.22%	Maintained
4279	BA Bluesphere Advisors East Norriton, Pennsylvania	$287K	+$196	1	0.2%	Increased
4280	DP Divergent Planning Bethesda, Maryland	$286K	$0	1	0.15%	Maintained
4281	GM GeoWealth Management Chicago, Illinois	$285K	+$850	4	0.03%	Increased
4282	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$284K	$0	1	0.15%	Maintained
4283	FWP Falcon Wealth Planning Ontario, California	$284K	+$21.6K	1	0.06%	Increased
4284	MCM McMillion Capital Management Greensboro, North Carolina	$283K	+$11.1K	2	0.25%	Increased
4285	ASI Advisory Services & Investments Bend, Oregon	$281K	-$3.53K	1	0.23%	Reduced
4286	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$281K	-$181K	1	0.66%	Reduced
4287	SCG Sonata Capital Group Seattle, Washington	$280K	$0	1	0.14%	Maintained
4288	WMP Wealth Management Partners Tucson, Arizona	$279K	-$39.2K	1	0.18%	Reduced
4289	AC AIFG Consultants Halfmoon, New York	$279K	$0	1	0.22%	Maintained
4290	SFC SYM Financial Corp Winona Lake, Indiana	$278K	-$3.97K	1	0.06%	Reduced
4291	SEP Southland Equity Partners Wildwood, Missouri	$276K	+$3.71K	1	0.09%	Increased
4292	Alesco Advisors Pittsford, New York	$276K	$0	1	0.01%	Maintained
4293	PFG Pinnacle Financial Group Western Springs, Illinois	$275K	-$69.2K	1	0.16%	Reduced
4294	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$275K	+$486	7	0.08%	Increased
4295	CM Capital Management Glen Allen, Virginia	$274K	$0	1	0.06%	Maintained
4296	OWM Opes Wealth Management Menlo Park, California	$273K	+$1.57K	1	0.08%	Increased
4297	CH CVI Holdings Wilmington, Delaware	$273K	-$534K	1	0.29%	Reduced
4298	FP Fiduciary Planning Englewood, Florida	$273K	$0	1	0.13%	Maintained
4299	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$271K	+$12.4K	1	0.1%	Increased
4300	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$270K	+$24.5K	1	0.03%	Increased