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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	FCM Firestone Capital Management Coral Gables, Florida	$244K	$0	1	0.08%	Maintained
4352	MIM Macroview Investment Management Bethesda, Maryland	$244K	+$22.4K	11	0.37%	Increased
4353	HWP Heritage Wealth Partners Dublin, Ohio	$244K	+$240K	1	0.14%	New
4354	ES Eagle Strategies New York	$242K	+$230K	1	0.06%	New
4355	BFA Brendel Financial Advisors Hanover, New Hampshire	$242K	$0	1	0.36%	Maintained
4356	AWM Alterna Wealth Management Houston, Texas	$241K	$0	1	0.28%	Maintained
4357	CRG Cornerstone Retirement Group Reno, Nevada	$240K	+$9.75K	1	0.07%	Increased
4358	CL COWA LLC Tulsa, Oklahoma	$240K	-$234K	1	0.16%	Reduced
4359	MA MYDA Advisors Woodmere, New York	$239K	+$235K	1	0.07%	New
4360	LAM Lifestyle Asset Management Friendswood, Texas	$238K	+$238K	1	0.14%	New
4361	PA Prism Advisors Studio City, California	$238K	$0	1	0.08%	Maintained
4362	CFC Client First Capital San Diego, California	$237K	$0	2	0.18%	Maintained
4363	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$237K	-$276K	1	0.06%	Reduced
4364	GG GenWealth Group Maplewood, New Jersey	$236K	$0	1	0.07%	Maintained
4365	MSRI Michael S. Ryan Inc Latham, New York	$235K	+$232K	1	0.22%	New
4366	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$234K	+$236K	1	0.08%	New
4367	UCB United Community Bank Greenville, South Carolina	$234K	+$147K	4	0.21%	Increased
4368	IDA Intelligence Driven Advisers Carlsbad, California	$234K	+$221K	1	0.04%	New
4369	GSC Grey Street Capital Chicago, Illinois	$234K	+$230K	1	0.12%	New
4370	SFS Security Financial Services Fort Wayne, Indiana	$233K	+$215K	1	0.07%	New
4371	FZCM Flynn Zito Capital Management Garden City, New York	$232K	$0	1	0.16%	Maintained
4372	MI MMCAP International Grand Cayman, Cayman Islands	$232K	+$11K	1	0.08%	Increased
4373	SFP Sterling Financial Planning Sparta, New Jersey	$231K	+$1.29K	1	0.11%	Increased
4374	SHFA SC&H Financial Advisors Sparks, Maryland	$231K	-$207K	1	0.08%	Reduced
4375	PFA Peak Financial Advisors Denver, Colorado	$230K	-$281K	1	0.18%	Reduced