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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
4401	GIA Goodwin Investment Advisory Woodstock, Georgia	$212K	-$8.07K	2	0.15%	Reduced
4402	RG Retirement Group San Diego, California	$212K	-$70.4K	7	0.1%	Reduced
4403	EA Ergawealth Advisors Oak Brook, Illinois	$212K	+$212K	1	0.19%	New
4404	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$212K	$0	1	0.18%	Maintained
4405	IDA Intelligence Driven Advisers Carlsbad, California	$211K	+$162K	1	0.04%	New
4406	SFA Source Financial Advisors New York	$211K	+$200K	1	0.08%	New
4407	TAM Trust Asset Management Houston, Texas	$211K	+$206K	1	0.03%	New
4408	CWM Collaborative Wealth Management Lake Mary, Florida	$211K	+$181K	1	0.14%	New
4409	TC TAGStone Capital Charlotte, North Carolina	$211K	+$202K	1	0.17%	New
4410	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$211K	+$196K	1	0.17%	New
4411	SRG SBB Research Group Northbrook, Illinois	$210K	+$206K	1	0.3%	New
4412	KAM KEB Asset Management Springfield, Illinois	$210K	$0	1	0.11%	Maintained
4413	AFG Altiora Financial Group Lebanon, Ohio	$210K	+$196K	1	0.1%	New
4414	AG Appleton Group Appleton, Wisconsin	$210K	+$200K	1	0.31%	New
4415	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$209K	+$221K	1	0.12%	New
4416	MIM Macroview Investment Management Bethesda, Maryland	$209K	+$15.1K	9	0.36%	Increased
4417	FZCM Flynn Zito Capital Management Garden City, New York	$209K	+$180K	1	0.17%	New
4418	BIM Bullseye Investment Management Cincinnati, Ohio	$209K	-$2.28M	1	0.17%	Reduced
4419	SDH Sloy Dahl & Holst Vancouver, Washington	$208K	+$178K	1	0.07%	New
4420	AA Aufman Associates Sewickley, Pennsylvania	$206K	+$177K	1	0.19%	New
4421	TFA Tobias Financial Advisors Plantation, Florida	$206K	+$197K	1	0.07%	New
4422	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$206K	+$202K	9	0.14%	New
4423	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$205K	+$197K	1	0.1%	New
4424	RSS Rosenblum Silverman Sutton San Francisco, California	$205K	-$71.3K	1	0.07%	Reduced
4425	TWM Tolleson Wealth Management Dallas, Texas	$205K	+$176K	1	0.06%	New