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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	PAM PVG Asset Management Golden, Colorado	$222K	+$206K	1	0.98%	New
4377	WW Westshore Wealth Newport Beach, California	$221K	+$211K	1	0.13%	New
4378	CFC Coyle Financial Counsel Glenview, Illinois	$221K	+$190K	1	0.11%	New
4379	AFG Affinia Financial Group Burlington, Massachusetts	$221K	-$72.2K	1	0.19%	Reduced
4380	SC Saltoro Capital Dallas, Texas	$220K	+$221K	1	0.18%	New
4381	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$220K	+$207K	1	0.13%	New
4382	LFA Lauterbach Financial Advisors El Paso, Texas	$220K	+$207K	1	0.2%	New
4383	PCM Passive Capital Management Baltimore, Maryland	$219K	+$207K	1	0.1%	New
4384	FCM Firestone Capital Management Coral Gables, Florida	$219K	+$188K	1	0.08%	New
4385	RF Rollins Financial Atlanta, Georgia	$219K	+$204K	1	0.08%	New
4386	CWA Centennial Wealth Advisory Traverse City, Michigan	$218K	+$206K	1	0.12%	New
4387	SPW Sonoma Private Wealth Sonoma, California	$217K	+$214K	1	0.48%	New
4388	CFC Client First Capital San Diego, California	$217K	+$203K	1	0.17%	New
4389	Check Capital Management Costa Mesa, California	$217K	+$205K	1	0.01%	New
4390	SA SRH Advisors Salina, Kansas	$217K	$0	6	0.12%	Maintained
4391	RAG RIA Advisory Group Des Moines, Iowa	$215K	+$238K	1	0.12%	New
4392	TWM Trinity Wealth Management Berwyn, Pennsylvania	$215K	+$212K	1	0.15%	New
4393	SFC SYM Financial Corp Winona Lake, Indiana	$215K	+$203K	1	0.05%	New
4394	HWP Heritage Wealth Partners Dublin, Ohio	$215K	+$198K	1	0.2%	New
4395	WestEnd Advisors Charlotte, North Carolina	$214K	$0	2	0.01%	Maintained
4396	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$214K	+$151K	2	0.1%	Increased
4397	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$214K	-$1.6K	1	0.22%	Reduced
4398	EW Enzi Wealth Austin, Texas	$214K	$0	1	0.1%	Maintained
4399	ES Eagle Strategies New York	$213K	-$66.4K	1	0.06%	Reduced
4400	AC AIFG Consultants Halfmoon, New York	$213K	+$200K	1	0.21%	New