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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	DFA DHJJ Financial Advisors Naperville, Illinois	$246K	+$265K	9	0.12%	New
4277	TCM Towercrest Capital Management Newtown, Pennsylvania	$246K	+$8.75K	1	0.05%	Increased
4278	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$245K	+$266K	1	0.11%	New
4279	HHGA Halbert Hargrove Global Advisors Long Beach, California	$245K	-$116K	1	0.02%	Reduced
4280	SPM Symmetry Peak Management Radnor, Pennsylvania	$245K	-$85.1K	1	0.03%	Reduced
4281	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$244K	+$58.4K	1	0.05%	Increased
4282	FP Fiduciary Planning Englewood, Florida	$243K	$0	1	0.11%	Maintained
4283	LAS LWM Advisory Services Plantation, Florida	$242K	-$123K	1	0.26%	Reduced
4284	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$242K	$0	1	0.19%	Maintained
4285	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$242K	$0	1	0.09%	Maintained
4286	MA MYDA Advisors Woodmere, New York	$241K	$0	1	0.08%	Maintained
4287	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$240K	+$274K	1	0.22%	New
4288	SFP Sterling Financial Planning Sparta, New Jersey	$239K	+$1.11K	1	0.12%	Increased
4289	ICM Intrepid Capital Management Jacksonville Beach, Florida	$238K	+$44.8K	5	0.16%	Increased
4290	FOA Five Oceans Advisors Santa Monica, California	$238K	-$245K	1	0.15%	Reduced
4291	UIA Ulland Investment Advisors Minneapolis, Minnesota	$238K	+$9.56K	5	0.26%	Increased
4292	DSN D. Scott Neal Lexington, Kentucky	$237K	$0	1	0.2%	Maintained
4293	AWP Abacus Wealth Partners Santa Monica, California	$237K	-$545K	1	0.07%	Reduced
4294	IF IRON Financial Northbrook, Illinois	$237K	$0	1	0.14%	Maintained
4295	RPCA Running Point Capital Advisors El Segundo, California	$237K	$0	1	0.14%	Maintained
4296	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$237K	$0	1	0.11%	Maintained
4297	JCP Jennifer C. Price	$236K	-$1	1	0.14%	Reduced
4298	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$236K	-$211K	1	0.12%	Reduced
4299	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$235K	+$220K	2	0.03%	Increased
4300	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$235K	$0	1	0.02%	Maintained