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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	HWM Horizons Wealth Management Asheville, North Carolina	$9K	+$8.22K	2	0.01%	New
4327	LWP Laurel Wealth Planning Edina, Minnesota	$9K	-$44.3K	2	0.01%	Reduced
4328	PLU Performa Ltd (US) Charleston, South Carolina	$9K	+$11.3K	1	0.01%	New
4329	NOI Newton One Investments Newark, Delaware	$8K	$0	1	0.01%	Maintained
4330	CWM Consultiva Wealth Management San Juan, Puerto Rico	$7K	+$96	1	0.2%	Increased
4331	BCM Birch Capital Management Dallas, Texas	$6.45K	$0	1	0%	Maintained
4332	Clear Street New York	$6K	+$3.69K	3	0%	Increased
4333	KFAA Klaas Financial Asset Advisors Loves Park, Illinois	$5K	+$5.65K	2	0%	New
4334	IA IFS Advisors Overland Park, Kansas	$4K	$0	2	0.01%	Maintained
4335	UWM Urban Wealth Management El Segundo, California	$4K	+$3.85K	1	0.01%	New
4336	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	$0	1	0%	Maintained
4337	RCC Red Cedar Capital Omaha, Nebraska	$2K	$0	2	0%	Maintained
4338	BCH Berkshire Capital Holdings San Jose, California	$1K	$0	1	0%	Maintained
4339	First Command Advisory Services Fort Worth, Texas	$1K	+$15K	4	0%	Increased
4340	ONST Old North State Trust Greensboro, North Carolina	$928	$0	3	0.85%	Maintained
4341	6CM 683 Capital Management New York	$0	-$711K	0	–	Closed
4342	AWM Abound Wealth Management Franklin, Tennessee	$0	-$320K	0	–	Closed
4343	ABI Abrams Bison Investments Bethesda, Maryland	$0	-$84.9M	0	–	Closed
4344	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$933K	0	–	Closed
4345	AAM ACK Asset Management Greenwich, Connecticut	$0	-$33.1M	0	–	Closed
4346	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$0	-$33.5M	0	–	Closed
4347	Advent Capital Management New York	$0	-$6.75M	0	–	Closed
4348	ARG Advisory Resource Group Tulsa, Oklahoma	$0	-$2.77M	0	–	Closed
4349	ASI Advisory Services & Investments Bend, Oregon	$0	-$256K	0	–	Closed
4350	AIA AGF Investments America Toronto, Ontario, Canada	$0	-$30.6M	0	–	Closed