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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
4351	WIA Wealthstreet Investment Advisors Dallas, Texas	$112K	$0	3	3.02%	Maintained
4352	MCA Maryland Capital Advisors Chester, Maryland	$111K	$0	4	0.1%	Maintained
4353	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$111K	+$144K	1	0.2%	New
4354	RFP Roth Financial Partners Kingwood, Texas	$107K	+$99.9K	1	0.08%	New
4355	IWP IAG Wealth Partners Waukesha, Wisconsin	$106K	-$7.56K	9	0.03%	Reduced
4356	TCCM Timber Creek Capital Management Boston, Massachusetts	$105K	$0	2	0.03%	Maintained
4357	BWS BCR Wealth Strategies Vestavia, Alabama	$103K	-$13K	1	0.1%	Reduced
4358	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$103K	$0	2	0.1%	Maintained
4359	GCS Gordian Capital (Singapore) Singapore	$102K	-$231K	3	0.08%	Reduced
4360	GGI Godsey & Gibb Inc Richmond, Virginia	$99K	-$11.4K	2	0.04%	Reduced
4361	WAM Warberg Asset Management Winnetka, Illinois	$99K	$0	1	0.02%	Maintained
4362	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$95K	-$3.94K	4	0.05%	Reduced
4363	EAM Exos Asset Management New York	$87K	-$11K	1	0.04%	Reduced
4364	KAH Kathryn A. Hall	$81K	+$93.3K	1	0.02%	New
4365	Cowen and Company New York	$80K	-$2.98M	1	0.01%	Reduced
4366	EC Elequin Capital New York	$80K	+$73K	4	0.01%	New
4367	AIM Arcadia Investment Management Kalamazoo, Michigan	$78K	-$762K	5	0.01%	Reduced
4368	IHWM Iron Horse Wealth Management Johston, Iowa	$78K	-$120K	4	0.04%	Reduced
4369	CWM Cedar Wealth Management Walnut Creek, California	$77K	+$21.6K	7	0.03%	Increased
4370	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$74K	-$8.63K	2	0.09%	Reduced
4371	SSC Syverson Strege & Co West Des Moines, Iowa	$73K	+$8.66K	6	0.08%	Increased
4372	DB Dravo Bay Rehoboth Beach, Delaware	$72.3K	+$74.4K	3	0.06%	New
4373	CI CAZ Investments Houston, Texas	$69K	+$66.7K	1	0.04%	New
4374	FA Financial Avengers Oakland, California	$69K	$0	3	0.04%	Maintained
4375	WWP Waypoint Wealth Partners Mill Valley, California	$68K	+$73.3K	1	0.02%	New