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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
4376	EW Emerson Wealth Bloomfield Hills, Michigan	$75K	+$34.4K	2	0.04%	Increased
4377	FA Financial Avengers Oakland, California	$72K	+$75.3K	3	0.04%	Increased
4378	Sumitomo Mitsui Financial Group Tokyo, Japan	$72K	+$74.8K	2	0%	New
4379	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$71K	$0	1	0.01%	Maintained
4380	SC Schubert & Co Mckinney, Texas	$67K	+$71.5K	40	0.07%	New
4381	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$65K	+$3.57K	4	0.04%	Increased
4382	Harding Loevner Bridgewater, New Jersey	$60K	-$27K	1	0%	Reduced
4383	SSC Syverson Strege & Co West Des Moines, Iowa	$60K	-$5.05K	5	0.04%	Reduced
4384	YAL Your Advocates Ltd Houston, Texas	$56K	+$4.93K	8	0.03%	Increased
4385	CFRPA Castle Financial & Retirement Planning Associates Fair Haven, New Jersey	$54K	+$56.9K	6	0.18%	New
4386	CWM Cedar Wealth Management Walnut Creek, California	$54K	+$54.4K	6	0.02%	Increased
4387	FCG Financial Connections Group Corte Madera, California	$54K	+$59.1K	4	0.05%	New
4388	GIA Goodwin Investment Advisory Woodstock, Georgia	$54K	+$7.54K	2	0.04%	Increased
4389	IFS Intelligent Financial Strategies Excelsior, Minnesota	$54K	+$55.1K	1	0.05%	New
4390	CM Cornerstone Management Duluth, Georgia	$50.4K	+$48.7K	5	0.01%	New
4391	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$50K	$0	1	0%	Maintained
4392	FM Freemont Management Vaud, Switzerland	$50K	-$22.8M	1	0.01%	Reduced
4393	IPW IronBridge Private Wealth Austin, Texas	$50K	-$916	4	0.03%	Reduced
4394	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$49.6K	+$48.5K	9	0.05%	New
4395	MP McDonald Partners Cleveland, Ohio	$49.6K	-$18M	9	0.05%	Reduced
4396	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$47K	+$48.7K	1	0.03%	New
4397	LPP Life Planning Partners Jacksonville, Florida	$46K	+$48.8K	1	0.05%	New
4398	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$46K	$0	1	0%	Maintained
4399	UFF USA Financial Formulas Ada, Michigan	$44K	-$2.66M	6	0.04%	Reduced
4400	TLFA True Link Financial Advisors San Francisco, California	$39K	-$12K	3	0.01%	Reduced