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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	CRG Cornerstone Retirement Group Reno, Nevada	$213K	$0	1	0.06%	Maintained
4352	JF JSF Financial Los Angeles, California	$212K	-$294K	1	0.08%	Reduced
4353	DWM Dopkins Wealth Management Williamsville, New York	$212K	+$216K	1	0.16%	New
4354	Context Capital Management Lajolla, California	$212K	-$316K	1	0.02%	Reduced
4355	GSC Grey Street Capital Chicago, Illinois	$212K	$0	1	0.12%	Maintained
4356	FA Fountainhead AM Warren, New Jersey	$212K	+$14.2K	1	0.07%	Increased
4357	PFA Peak Financial Advisors Denver, Colorado	$212K	$0	1	0.23%	Maintained
4358	SFC Strategic Financial Concepts San Antonio, Texas	$211K	+$215K	1	0.07%	New
4359	NRA NSI Retail Advisors Warrendale, Pennsylvania	$211K	-$129K	1	0.04%	Reduced
4360	BA Bluesphere Advisors East Norriton, Pennsylvania	$211K	+$257	1	0.15%	Increased
4361	GG GenWealth Group Maplewood, New Jersey	$210K	$0	1	0.06%	Maintained
4362	KA Kure Advisory Plymouth, Minnesota	$209K	+$220K	1	0.12%	New
4363	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$208K	+$15K	9	0.07%	Increased
4364	OWA One Wealth Advisors San Francisco, California	$208K	+$247K	1	0.05%	New
4365	CFC Coyle Financial Counsel Glenview, Illinois	$206K	-$1.09K	1	0.09%	Reduced
4366	SA Stewardship Advisors Mount Joy, Pennsylvania	$206K	+$221	1	0.08%	Increased
4367	TWM Tolleson Wealth Management Dallas, Texas	$206K	$0	1	0.05%	Maintained
4368	CMI Clare Market Investments Dallas, Texas	$205K	-$304K	1	0.08%	Reduced
4369	EL EWA LLC Pittsbugh, Pennsylvania	$204K	+$218K	1	0.13%	New
4370	EWM Elevatus Welath Management Victor, New York	$204K	+$15.4K	1	0.18%	Increased
4371	AFO Arrowroot Family Office Marina Del Rey, California	$204K	+$221K	1	0.16%	New
4372	PBO Peoples Bank (Ohio) Marietta, Ohio	$204K	-$711K	1	0.13%	Reduced
4373	World Investment Advisors Santa Barbara, California	$204K	-$250K	1	0.04%	Reduced
4374	ARG Advisory Resource Group Tulsa, Oklahoma	$203K	-$7.64K	1	0.05%	Reduced
4375	RFN Redwood Financial Network Solon, Ohio	$202K	-$46.8K	1	0.21%	Reduced