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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
4451	AHL Abel Hall LLC Baton Rouge, Louisiana	$467K	+$195K	2	0.31%	Increased
4452	MA MYDA Advisors Woodmere, New York	$466K	+$432K	1	0.1%	New
4453	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$465K	+$196K	2	0.32%	Increased
4454	KA Kintegral Advisory New York	$463K	-$5.42K	1	0.04%	Reduced
4455	WVP Worth Venture Partners Fort Lee, New Jersey	$461K	+$495K	1	3.38%	New
4456	VCP Vista Capital Partners Portland, Oregon	$460K	+$178K	2	0.05%	Increased
4457	BWA Blodgett Wealth Advisors Concord, California	$460K	$0	1	0.39%	Maintained
4458	VF VitalStone Financial Shavano Park, Texas	$458K	-$104K	11	0.31%	Reduced
4459	SA Sunesis Advisors Overland Park, Kansas	$458K	+$224K	2	0.28%	Increased
4460	CFS CGC Financial Services Lake Oswego, Oregon	$457K	$0	9	0.18%	Maintained
4461	GF Gimbal Financial Carmel, Indiana	$455K	+$970	1	0.3%	Increased
4462	TBC Ted Buchan & Co San Diego, California	$454K	+$37.5K	1	0.22%	Increased
4463	GPW Gentry Private Wealth Wichita, Kansas	$454K	-$31.1K	1	0.37%	Reduced
4464	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$454K	+$183K	2	0.06%	Increased
4465	ACM Ashford Capital Management Wilmington, Delaware	$454K	$0	1	0.06%	Maintained
4466	AAG Accordant Advisory Group Annapolis, Maryland	$454K	+$83.3K	4	0.36%	Increased
4467	CAM CPA Asset Management West Palm Beach, Florida	$453K	$0	1	0.22%	Maintained
4468	BFS Burr Financial Services Pleasant Hill, California	$451K	-$75.2K	1	0.32%	Reduced
4469	CC Cultivar Capital Denton, Texas	$450K	-$110K	1	0.37%	Reduced
4470	TAM TCP Asset Management Columbus, Ohio	$449K	+$582	1	0.1%	Increased
4471	FC Fulcrum Capital Seattle, Washington	$448K	$0	1	0.1%	Maintained
4472	AWS Aspen Wealth Strategies Arvada, Colorado	$447K	+$415K	1	0.29%	New
4473	HCA Hyperion Capital Advisors New York	$446K	+$215K	2	0.21%	Increased
4474	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$444K	+$394K	1	0.2%	New
4475	IHWM Iron Horse Wealth Management Johston, Iowa	$441K	+$2.9K	8	0.15%	Increased