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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
4526	AC AIFG Consultants Halfmoon, New York	$311K	-$110K	1	0.23%	Reduced
4527	OKSA O'Keefe Stevens Advisory Rochester, New York	$311K	-$158K	1	0.1%	Reduced
4528	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$310K	+$3.74K	1	0.14%	Increased
4529	BEW Burton Enright Welch Walnut Creek, California	$307K	-$207K	1	0.07%	Reduced
4530	CGIM Cannon Global Investment Management Davie, Florida	$306K	-$1.2M	1	1.43%	Reduced
4531	TWA Talisman Wealth Advisors Mountainside, New Jersey	$306K	+$924	1	0.35%	Increased
4532	WWM Whalen Wealth Management Las Vegas, Nevada	$306K	-$1.48M	1	0.24%	Reduced
4533	CG Clifford Group Wayland, Massachusetts	$305K	$0	1	0.25%	Maintained
4534	AFO Arrowroot Family Office Marina Del Rey, California	$305K	-$2.77K	1	0.2%	Reduced
4535	BA Bluesphere Advisors East Norriton, Pennsylvania	$305K	+$207	1	0.16%	Increased
4536	DFA DHJJ Financial Advisors Naperville, Illinois	$305K	-$8.8K	9	0.13%	Reduced
4537	FLC Fifth Lane Capital Austin, Texas	$304K	-$716K	1	0.44%	Reduced
4538	BWM Benchmark Wealth Management Old Lyme, Connecticut	$303K	$0	1	0.16%	Maintained
4539	PPG Peak Planning Group Centennial, Colorado	$302K	+$268K	1	0.15%	New
4540	BSC Brown Shipley & Co London, United Kingdom	$301K	-$20.5K	2	0.14%	Reduced
4541	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$301K	+$310K	1	0.19%	New
4542	IAG Investmark Advisory Group Shelton, Connecticut	$300K	-$2.9K	2	0.16%	Reduced
4543	HFF Halter Ferguson Financial Carmel, Indiana	$300K	-$76.2K	1	0.21%	Reduced
4544	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$299K	$0	1	0.23%	Maintained
4545	TCM Tuttle Capital Management Riverside, Connecticut	$296K	+$70.5K	1	1.78%	Increased
4546	DFG Dupree Financial Group Lexington, Kentucky	$295K	-$87K	1	0.13%	Reduced
4547	EA Evolution Advisers Richmond, Virginia	$295K	-$17.2K	7	0.17%	Reduced
4548	CWM Cedar Wealth Management Walnut Creek, California	$294K	+$64.6K	6	0.1%	Increased
4549	TCM Tanaka Capital Management New York	$293K	-$83.3K	1	0.69%	Reduced
4550	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$292K	-$2.22K	4	0.12%	Reduced