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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	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$205K	+$196K	1	0.13%	New
4427	SWM Seaside Wealth Management Carlsbad, California	$205K	+$194K	1	0.14%	New
4428	SIG Spinnaker Investment Group Newport Beach, California	$203K	+$189K	1	0.07%	New
4429	AC Annandale Capital Dallas, Texas	$203K	$0	1	0.07%	Maintained
4430	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$203K	+$192K	1	0.18%	New
4431	SG Sharper & Granite El Segundo, California	$202K	+$191K	1	0.13%	New
4432	CFG Compton Financial Group Towson, Maryland	$202K	+$173K	1	0.08%	New
4433	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$202K	+$193K	1	0.2%	New
4434	SL Stevard LLC Chicago, Illinois	$202K	+$193K	1	0.17%	New
4435	KSCM Kamunting Street Capital Management Miami Beach, Florida	$201K	+$199K	1	0.32%	New
4436	PPG Peak Planning Group Centennial, Colorado	$201K	+$190K	1	0.18%	New
4437	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$201K	-$187K	1	0.19%	Reduced
4438	HAS Holland Advisory Services Ormond Beach, Florida	$200K	+$172K	1	0.24%	New
4439	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$200K	+$172K	1	0.2%	New
4440	GWA Gibson Wealth Advisors Tyler, Texas	$194K	+$26.6K	1	0%	Increased
4441	MCA Maryland Capital Advisors Chester, Maryland	$192K	$0	6	0.18%	Maintained
4442	GS Gagnon Securities New York	$189K	+$4.61K	1	0.04%	Increased
4443	LSC Logan Stone Capital Chicago, Illinois	$189K	-$850K	1	0.07%	Reduced
4444	N Numerai San Francisco, California	$182K	+$175K	1	0.12%	New
4445	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$182K	+$59.8K	7	0.08%	Increased
4446	FSWA Financial Synergies Wealth Advisors Houston, Texas	$182K	+$84.9K	9	0.03%	Increased
4447	AWM Align Wealth Management Oklahoma City, Oklahoma	$174K	+$221K	6	0.15%	New
4448	ACM Atalaya Capital Management New York	$174K	+$239K	1	0.03%	New
4449	TCM TD Capital Management Memphis, Tennessee	$173K	+$15.8K	6	0.02%	Increased
4450	HMP9 Highland Management Partners 9 Cambridge, Massachusetts	$162K	$0	1	0.23%	Maintained