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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
4426	SFO Standard Family Office Sioux Falls, South Dakota	$9K	-$75.9K	2	0.08%	Reduced
4427	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$9K	$0	1	0%	Maintained
4428	BC Barnett & Company Chattanooga, Tennessee	$8K	+$7.7K	2	0.01%	New
4429	IA IFS Advisors Overland Park, Kansas	$7K	+$8.27K	2	0%	New
4430	MGI MayTech Global Investments New York	$7K	+$7.57K	1	0%	New
4431	CWM Consultiva Wealth Management San Juan, Puerto Rico	$6K	+$87	1	0.14%	Increased
4432	EFS Econ Financial Services Harrisburg, Pennsylvania	$6K	+$6.32K	2	0%	New
4433	KFAA Klaas Financial Asset Advisors Loves Park, Illinois	$6K	+$6.55K	1	0%	New
4434	BCM Birch Capital Management Dallas, Texas	$5K	$0	1	0%	Maintained
4435	AWA Aquire Wealth Advisors South Jordan, Utah	$4K	+$3.95K	4	0%	New
4436	HH HWG Holdings Houston, Texas	$3K	+$3.03K	2	0%	New
4437	TFA Transamerica Financial Advisors St. Petersburg, Florida	$3K	+$346	3	0.08%	Increased
4438	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	-$18K	2	0%	Reduced
4439	RCC Red Cedar Capital Omaha, Nebraska	$2K	-$2K	2	0%	Reduced
4440	1CP 11 Capital Partners Darien, Connecticut	$0	-$21.8M	0	–	Closed
4441	AFA Abacus FCF Advisors Orlando, Florida	$0	-$1.06M	0	–	Closed
4442	AWM Act Wealth Management Plano, Texas	$0	-$216K	0	–	Closed
4443	AAA Adams Asset Advisors Dallas, Texas	$0	-$811K	0	–	Closed
4444	AFP Advus Financial Partners Winter Park, Florida	$0	-$694K	0	–	Closed
4445	ACM Alight Capital Management New York	$0	-$3.03M	0	–	Closed
4446	ASFA All Season Financial Advisors Denver, Colorado	$0	-$275K	0	–	Closed
4447	AMF Tjänstepension Stockholm, Sweden	$0	-$786K	0	–	Closed
4448	ACMH Andar Capital Management (HK) Hong Kong	$0	-$11.4M	0	–	Closed
4449	AC Antara Capital New York	$0	-$1.49M	0	–	Closed
4450	AWAM Appian Way Asset Management New York	$0	-$19.4M	0	–	Closed