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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
4476	CCM Courage Capital Management Nashville, Tennessee	$339K	$0	1	0.98%	Maintained
4477	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$338K	-$22.7K	11	0.21%	Reduced
4478	PW Peninsula Wealth San Francisco, California	$337K	+$90	1	0.07%	Increased
4479	DWM Dopkins Wealth Management Williamsville, New York	$337K	+$283K	1	0.2%	New
4480	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$337K	-$40.3K	1	0.12%	Reduced
4481	DFG Dupree Financial Group Lexington, Kentucky	$336K	$0	1	0.15%	Maintained
4482	GFL Granite FO LLC Bedford, New Hampshire	$336K	-$71.1K	10	0.2%	Reduced
4483	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$334K	+$632	1	0.23%	Increased
4484	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$333K	+$22K	5	0.24%	Increased
4485	Bank Hapoalim BM Tel Aviv, Israel	$333K	-$75.4K	1	0.04%	Reduced
4486	BFA Beacon Financial Advisory Cleveland, Ohio	$333K	+$4.14K	1	0.16%	Increased
4487	SCP Sender Company & Partners New York	$333K	-$524K	1	0.57%	Reduced
4488	AFS Annapolis Financial Services Annapolis, Maryland	$333K	+$4.64K	10	0.11%	Increased
4489	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$332K	+$313K	1	0.31%	New
4490	HWM HighMark Wealth Management St. Paul, Minnesota	$331K	+$2.73K	10	0.21%	Increased
4491	Halter Ferguson Financial Carmel, Indiana	$331K	$0	1	0.26%	Maintained
4492	Ritter Daniher Financial Advisory Cincinnati, Ohio	$330K	+$1.04K	6	0.11%	Increased
4493	LAS LWM Advisory Services Plantation, Florida	$329K	$0	1	0.26%	Maintained
4494	PVH Psagot Value Holdings Tel Aviv, Israel	$326K	-$7.43M	5	2.96%	Reduced
4495	IF Insight Folios Charlotte, North Carolina	$326K	-$78.1K	1	0.13%	Reduced
4496	HWMC Heritage Wealth Management (California) San Diego, California	$325K	-$5.69K	1	0.25%	Reduced
4497	IWS Integrity Wealth Solutions Denver, Colorado	$325K	-$265K	1	0.21%	Reduced
4498	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$324K	-$2.88K	1	0.15%	Reduced
4499	Inspirion Wealth Advisors Libertyville, Illinois	$324K	$0	1	0.05%	Maintained
4500	SWM Selective Wealth Management Forest, Virginia	$322K	-$7.42K	1	0.14%	Reduced