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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	GG Gleason Group Prospect, Kentucky	$546K	-$10K	6	0.1%	Reduced
4377	VFP Verus Financial Partners Richmond, Virginia	$545K	+$1.33K	2	0.06%	Increased
4378	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$543K	+$192K	2	0.23%	Increased
4379	LF LifeSteps Financial Claremont, California	$542K	+$187K	2	0.42%	Increased
4380	SCM Spreng Capital Management Bucyrus, Ohio	$540K	-$548K	1	0.25%	Reduced
4381	PIC Portland Investment Counsel Burlington, Ontario, Canada	$537K	+$195K	2	0.19%	Increased
4382	CGIM Cannon Global Investment Management Davie, Florida	$536K	+$192K	1	0.86%	Increased
4383	IF IRON Financial Northbrook, Illinois	$536K	+$187K	2	0.29%	Increased
4384	WCM Windsor Capital Management Phoenix, Arizona	$535K	+$2.71K	1	0.16%	Increased
4385	SP Symmetry Partners Glastonbury, Connecticut	$533K	-$11M	2	0.13%	Reduced
4386	ANB Amarillo National Bank Amarillo, Texas	$533K	$0	1	0.1%	Maintained
4387	MWM Maltin Wealth Management Ridgewood, New Jersey	$533K	+$215K	2	0.26%	Increased
4388	FAM Flaharty Asset Management Clearwater, Florida	$532K	+$41K	7	0.07%	Increased
4389	AWM Abound Wealth Management Franklin, Tennessee	$531K	+$42.1K	24	0.18%	Increased
4390	DWM Dogwood Wealth Management Lenexa, Kansas	$530K	-$8.6K	5	0.31%	Reduced
4391	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$530K	$0	1	0.2%	Maintained
4392	EAM Eukles Asset Management Cincinnati, Ohio	$527K	+$6.25K	6	0.21%	Increased
4393	LFP Lakeshore Financial Planning St. Clair Shores, Michigan	$526K	$0	1	0.23%	Maintained
4394	SVCP Silicon Valley Capital Partners San Jose, California	$526K	+$169K	8	0.07%	Increased
4395	WPW Watershed Private Wealth Oak Brook, Illinois	$524K	+$207K	2	0.21%	Increased
4396	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$522K	+$187K	2	0.15%	Increased
4397	RFP Root Financial Partners Encinitas, California	$521K	+$39.6K	1	0.08%	Increased
4398	AWP Abacus Wealth Partners Santa Monica, California	$520K	+$218K	2	0.08%	Increased
4399	RWIA Roger Wittlin Investment Advisory San Francisco, California	$519K	$0	1	0.3%	Maintained
4400	ACC Acorn Creek Capital Fort Collins, Colorado	$519K	+$214K	2	0.28%	Increased