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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	BIM Bullseye Investment Management Cincinnati, Ohio	$209K	+$6.6K	1	0.15%	Increased
4377	2L 25 LLC St. Louis, Missouri	$208K	+$219K	8	0.13%	New
4378	SWM Salvus Wealth Management Red Bank, New Jersey	$208K	$0	1	0.17%	Maintained
4379	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$208K	+$464	1	0.05%	Increased
4380	PA Prism Advisors Studio City, California	$207K	+$181K	1	0.07%	New
4381	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$207K	+$938	1	0.17%	Increased
4382	TC TAGStone Capital Charlotte, North Carolina	$205K	$0	1	0.15%	Maintained
4383	OCFG O'Connor Financial Group Quincy, Illinois	$204K	+$206K	1	0.15%	New
4384	AC Annandale Capital Dallas, Texas	$204K	$0	1	0.06%	Maintained
4385	MIM Macroview Investment Management Bethesda, Maryland	$203K	-$4.75K	9	0.33%	Reduced
4386	ACM Atalaya Capital Management New York	$202K	$0	1	0.06%	Maintained
4387	MWM Maripau Wealth Management Fort Wayne, Indiana	$202K	+$200K	1	0.21%	New
4388	FOFP Fee-Only Financial Planning Okatie, South Carolina	$202K	+$177K	1	0.16%	New
4389	LF LifeSteps Financial Claremont, California	$200K	-$208K	1	0.21%	Reduced
4390	NFP NorthLanding Financial Partners Rochester, New York	$200K	+$176K	1	0.14%	New
4391	Harvest Portfolios Group Oakville, Ontario, Canada	$194K	+$188K	1	0.01%	New
4392	MIM Meridiem Investment Management London, United Kingdom	$193K	-$28.9K	1	0.01%	Reduced
4393	DWMG DB Wealth Management Group San Diego, California	$191K	+$52.1K	9	0.12%	Increased
4394	CI CAZ Investments Houston, Texas	$188K	-$147K	2	0.38%	Reduced
4395	MFA McClarren Financial Advisors State College, Pennsylvania	$188K	-$107K	7	0.17%	Reduced
4396	MI MMCAP International Grand Cayman, Cayman Islands	$185K	-$179K	1	0.04%	Reduced
4397	MCA Maryland Capital Advisors Chester, Maryland	$182K	-$11.5K	6	0.16%	Reduced
4398	HMP9 Highland Management Partners 9 Cambridge, Massachusetts	$179K	$0	1	0.86%	Maintained
4399	TCM TD Capital Management Memphis, Tennessee	$178K	-$27K	6	0.02%	Reduced
4400	GS Gagnon Securities New York	$176K	+$44.9K	1	0.04%	Increased