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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	CFA Camarda Financial Advisors Fleming Island, Florida	$596K	-$60.7K	1	0.22%	Reduced
4327	HP Hyperion Partners Berwyn, Pennsylvania	$593K	-$8.35K	2	0.38%	Reduced
4328	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$592K	-$6.59K	1	0.19%	Reduced
4329	Northwest Wealth Management Spencer, Iowa	$590K	-$597K	2	0.14%	Reduced
4330	UL Unionview LLC Seattle, Washington	$588K	+$191K	2	0.46%	Increased
4331	IAM Impact Asset Management Vienna,	$586K	+$483K	1	0.23%	New
4332	T TrueFG Cedar Park, Texas	$585K	$0	1	0.19%	Maintained
4333	FI Financial Insights Tacoma, Washington	$584K	-$329K	2	0.18%	Reduced
4334	OIM Orca Investment Management Roseburg, Oregon	$584K	+$61.9K	1	0.53%	Increased
4335	Lee Financial Dallas, Texas	$583K	+$333K	3	0.08%	Increased
4336	EP Essential Planning Portsmouth, New Hampshire	$582K	+$204K	2	0.24%	Increased
4337	CAM CenterStar Asset Management Chicago, Illinois	$580K	-$82.8K	2	0.12%	Reduced
4338	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$578K	+$243K	2	0.37%	Increased
4339	TWA Tandem Wealth Advisors Phoenix, Arizona	$575K	+$296K	2	0.29%	Increased
4340	Johnson Bixby & Associates Vancouver, Washington	$574K	-$315K	2	0.09%	Reduced
4341	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$573K	+$2.47K	3	0.31%	Increased
4342	RCM Riverpark Capital Management New York	$573K	-$268K	1	1.04%	Reduced
4343	QEI QSV Equity Investors Naperville, Illinois	$571K	$0	1	0.54%	Maintained
4344	O3W Omni 360 Wealth Plainsboro, New Jersey	$570K	-$5.37K	1	0.39%	Reduced
4345	BSI Bennett Selby Investments Falmouth, Maine	$568K	+$80.6K	1	0.24%	Increased
4346	RFG Range Financial Group Tigard, Oregon	$567K	-$776K	1	0.78%	Reduced
4347	Mint Tower Capital Management Amsterdam, Netherlands	$567K	+$565K	1	0.18%	New
4348	Bienville Capital Management New York	$566K	$0	1	0.15%	Maintained
4349	WMG WESCAP Management Group Glendale, California	$565K	$0	1	0.14%	Maintained
4350	Baltimore-Washington Financial Advisors Columbia, Maryland	$564K	+$243K	2	0.03%	Increased