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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	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$209K	+$1.39K	1	0.19%	Increased
4427	BIM Bullseye Investment Management Cincinnati, Ohio	$209K	-$16.6K	1	0.15%	Reduced
4428	ACM AUA Capital Management Camp Hill, Pennsylvania	$208K	-$704K	1	0.14%	Reduced
4429	WCF West Coast Financial Santa Barbara, California	$208K	+$208K	1	0.03%	New
4430	LFA Landmark Financial Advisors Bowling Green, Kentucky	$207K	-$20.2K	1	0.08%	Reduced
4431	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$206K	-$48.3K	1	0.12%	Reduced
4432	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$206K	+$907	1	0.05%	Increased
4433	EA Ergawealth Advisors Oak Brook, Illinois	$206K	$0	1	0.14%	Maintained
4434	MSA McAlister Sweet & Associates Houston, Texas	$205K	+$205K	1	0.18%	New
4435	OCFG O'Connor Financial Group Quincy, Illinois	$205K	+$685	1	0.14%	Increased
4436	HMP9 Highland Management Partners 9 Cambridge, Massachusetts	$205K	$0	1	1.42%	Maintained
4437	CWM Collaborative Wealth Management Lake Mary, Florida	$204K	-$27.8K	1	0.12%	Reduced
4438	AFG Affinia Financial Group Burlington, Massachusetts	$204K	-$58.6K	1	0.14%	Reduced
4439	CI CAZ Investments Houston, Texas	$204K	-$56.8K	2	0.24%	Reduced
4440	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$203K	+$182K	1	0.58%	New
4441	WW Westshore Wealth Newport Beach, California	$203K	-$10.2K	1	0.1%	Reduced
4442	SWM Salvus Wealth Management Red Bank, New Jersey	$202K	+$5.18K	1	0.16%	Increased
4443	WRBC W.R. Berkley Corp Greenwich, Connecticut	$202K	+$201K	1	0.01%	New
4444	MAM Marquette Asset Management Minneapolis, Minnesota	$201K	-$282K	4	0.05%	Reduced
4445	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$201K	-$68.3K	1	0.05%	Reduced
4446	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$201K	+$185K	1	0.1%	New
4447	SA Stewardship Advisors Mount Joy, Pennsylvania	$201K	+$432	1	0.08%	Increased
4448	SWM Seaside Wealth Management Carlsbad, California	$200K	+$190K	1	0.1%	New
4449	PWA Peterson Wealth Advisors Orem, Utah	$199K	$0	1	0.05%	Maintained
4450	TCM TD Capital Management Memphis, Tennessee	$195K	+$81	6	0.02%	Increased