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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	SCG Sonata Capital Group Seattle, Washington	$253K	+$217K	1	0.14%	New
4327	EAM Empirical Asset Management Wellesley, Massachusetts	$252K	+$46.3K	1	0.27%	Increased
4328	CI CAZ Investments Houston, Texas	$252K	+$221K	2	0.45%	Increased
4329	WFPG Waller Financial Planning Group Columbus, Ohio	$251K	-$2.61K	1	0.07%	Reduced
4330	HI Harper Investing Santa Clara, California	$250K	-$383K	1	0.31%	Reduced
4331	SC Seldon Capital San Francisco, California	$249K	$0	5	0.22%	Maintained
4332	AWM Alterna Wealth Management Houston, Texas	$248K	$0	1	0.28%	Maintained
4333	VFP Verus Financial Partners Richmond, Virginia	$246K	-$12.8K	1	0.03%	Reduced
4334	Alesco Advisors Pittsford, New York	$246K	-$30.2M	1	0.01%	Reduced
4335	OA Operose Advisors Milwaukee, Wisconsin	$245K	+$6.11K	6	0.13%	Increased
4336	FA Fountainhead AM Warren, New Jersey	$245K	+$234K	1	0.11%	New
4337	NRC New Republic Capital Charlotte, North Carolina	$245K	+$231K	1	0.19%	New
4338	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$244K	-$69.4K	1	0.06%	Reduced
4339	BAM BOS Asset Management Springfield, Illinois	$244K	+$230K	1	0.22%	New
4340	FEM Fulcrum Equity Management Plano, Texas	$244K	+$1.18K	1	0.2%	Increased
4341	CRG Cornerstone Retirement Group Reno, Nevada	$243K	+$232K	1	0.07%	New
4342	NFG Nadler Financial Group Deerfield, Illinois	$243K	+$208K	1	0.04%	New
4343	TWM TMD Wealth Management Scottsdale, Arizona	$242K	$0	1	0.11%	Maintained
4344	HF Halpern Financial Ashburn, Virginia	$242K	-$39.6K	5	0.09%	Reduced
4345	LAM Lifestyle Asset Management Friendswood, Texas	$241K	+$230K	1	0.19%	New
4346	PIA Panoramic Investment Advisors Denver, Colorado	$241K	+$230K	1	0.25%	New
4347	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$240K	+$206K	1	0.21%	New
4348	BWM BCS Wealth Management Johnson City, Tennessee	$240K	+$227K	1	0.1%	New
4349	Mondrian Investment Partners London, United Kingdom	$240K	$0	1	0.01%	Maintained
4350	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$237K	+$145K	4	0.09%	New