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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
4326	IHWM Iron Horse Wealth Management Johston, Iowa	$200K	-$6.7K	6	0.11%	Reduced
4327	CAM Costello Asset Management Feasterville, Pennsylvania	$199K	+$31.2K	6	0.12%	Increased
4328	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$198K	$0	6	0.16%	Maintained
4329	MIG Mariner Investment Group Harrison, New York	$198K	-$150K	1	0.08%	Reduced
4330	OIS Okabena Investment Services Minneapolis, Minnesota	$196K	+$194K	3	0.07%	New
4331	CMF Counterpoint Mutual Funds San Diego, California	$190K	+$188K	7	0.18%	New
4332	SA SRH Advisors Salina, Kansas	$189K	$0	6	0.21%	Maintained
4333	SAM Strategic Asset Management Rochester, Minnesota	$185K	+$14.8K	5	0.26%	Increased
4334	CPP Capasso Planning Partners Charleston, South Carolina	$184K	+$223K	1	0.13%	New
4335	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$184K	+$223K	1	0.07%	New
4336	OAJ Ogorek Anthony Joseph Williamsville, New York	$182K	+$346	7	0.08%	Increased
4337	Global Retirement Partners San Rafael, California	$180K	-$10.6M	6	0.14%	Reduced
4338	GC Gould Capital Tacoma, Washington	$178K	+$189K	3	0.12%	New
4339	FWA FSC Wealth Advisors Fishkill, New York	$174K	+$174K	4	0.12%	New
4340	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$173K	$0	1	0.01%	Maintained
4341	MFA McClarren Financial Advisors State College, Pennsylvania	$172K	+$1.75K	5	0.12%	Increased
4342	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$172K	-$957K	1	0.03%	Reduced
4343	TCM TD Capital Management Memphis, Tennessee	$170K	+$150	5	0.02%	Increased
4344	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$170K	+$178K	3	0.11%	New
4345	IFA Interactive Financial Advisors New Lenox, Illinois	$157K	+$146K	2	0.06%	Increased
4346	GS Gagnon Securities New York	$149K	+$20.1K	1	0.02%	Increased
4347	EAM Exos Asset Management New York	$148K	-$751K	1	0.08%	Reduced
4348	JMF Johnson Midwest Financial Glidden, Iowa	$146K	+$10.1K	3	0.11%	Increased
4349	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$144K	-$40.7K	4	0.03%	Reduced
4350	SM Skaana Management Brooklyn, New York	$143K	+$184K	1	0.02%	New