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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
4301	T TNF Billings, Montana	$214K	+$198K	1	0.09%	New
4302	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$214K	+$225K	1	0.09%	New
4303	PCM Passive Capital Management Baltimore, Maryland	$214K	+$219K	1	0.12%	New
4304	JFS JD Financial Services Carlisle, Pennsylvania	$213K	$0	1	0.18%	Maintained
4305	PIA Powell Investment Advisors Miami, Florida	$213K	-$39.4K	1	0.12%	Reduced
4306	SCA Southern Capital Advisors Jackson, Tennessee	$213K	+$216K	1	0.13%	New
4307	PFA Professional Financial Advisors North Platte, Nebraska	$212K	+$11.6K	6	0.09%	Increased
4308	CFC Coyle Financial Counsel Glenview, Illinois	$211K	-$86.6K	1	0.12%	Reduced
4309	MCM McMillion Capital Management Greensboro, North Carolina	$210K	$0	1	0.11%	Maintained
4310	PRWA Platte River Wealth Advisors Louisville, Colorado	$210K	-$1.82K	1	0.07%	Reduced
4311	PAM PVG Asset Management Golden, Colorado	$209K	+$212K	1	0.77%	New
4312	CPC Consolidated Planning Corp Atlanta, Georgia	$209K	-$790K	1	0.13%	Reduced
4313	SC Sonen Capital San Francisco, California	$209K	+$214K	1	0.2%	New
4314	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$208K	+$213K	5	0.17%	New
4315	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$208K	+$218K	1	0.07%	New
4316	SCFS S.C. Financial Services Scottsdale, Arizona	$208K	+$198K	1	0.24%	New
4317	EAM Empirical Asset Management Wellesley, Massachusetts	$207K	+$201K	1	0.2%	New
4318	CCA Cruiser Capital Advisors Stamford, Connecticut	$206K	+$317K	1	0.14%	New
4319	EA Eudaimonia Advisors Winchester, Tennessee	$206K	+$208K	1	0.12%	New
4320	FOA Five Oceans Advisors Santa Monica, California	$206K	+$201K	1	0.18%	New
4321	NR Newfound Research Wellesley Hills, Massachusetts	$206K	+$84.4K	2	0.25%	Increased
4322	SC Saiph Capital Wyckoff, New Jersey	$203K	+$198K	1	0.13%	New
4323	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$203K	+$206K	1	0.17%	New
4324	GWA GGM Wealth Advisors Baltimore, Maryland	$201K	+$63	1	0.16%	Increased
4325	AJ Ashburton (Jersey) St Helier, Jersey	$200K	+$243K	1	0.08%	New