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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
4551	ASG Ariston Services Group San Diego, California	$292K	-$1.83K	1	0.28%	Reduced
4552	FOFP Fee-Only Financial Planning Okatie, South Carolina	$291K	-$120K	1	0.2%	Reduced
4553	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$290K	-$7.19K	10	0.19%	Reduced
4554	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$290K	-$73.8K	1	0.11%	Reduced
4555	WFPG Waller Financial Planning Group Columbus, Ohio	$290K	+$11.4K	1	0.08%	Increased
4556	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$290K	-$14.1K	6	0.18%	Reduced
4557	DP Divergent Planning Bethesda, Maryland	$290K	$0	1	0.12%	Maintained
4558	BSHC Breed's Hill Capital Charlestown, Massachusetts	$288K	-$209K	1	0.26%	Reduced
4559	LF LifeSteps Financial Claremont, California	$287K	-$987K	1	0.24%	Reduced
4560	MPCG Matrix Private Capital Group New York	$287K	+$2.77K	1	0.18%	Increased
4561	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$286K	-$72.6K	1	0.14%	Reduced
4562	CPG Custom Portfolio Group Englewood, Colorado	$286K	-$20.6K	6	0.23%	Reduced
4563	PIC Portland Investment Counsel Burlington, Ontario, Canada	$285K	+$92.7K	1	0.1%	Increased
4564	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$285K	+$51.3K	1	0.11%	Increased
4565	CWG Crown Wealth Group Charlotte, North Carolina	$284K	-$220K	1	0.14%	Reduced
4566	TWM TMD Wealth Management Scottsdale, Arizona	$283K	$0	1	0.06%	Maintained
4567	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$283K	+$1.85K	1	0.11%	Increased
4568	PA Planning Alternatives Birmingham, Michigan	$283K	$0	1	0.05%	Maintained
4569	FP Fiduciary Planning Englewood, Florida	$281K	$0	1	0.1%	Maintained
4570	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$281K	$0	1	0.19%	Maintained
4571	CM Capital Management Glen Allen, Virginia	$280K	-$4.03K	1	0.06%	Reduced
4572	SFS Summit Financial Strategies Columbus, Ohio	$279K	-$202K	1	0.03%	Reduced
4573	RFMS RWQ Financial Management Services Naples, Florida	$278K	-$9.71M	1	0.1%	Reduced
4574	OWA ORBA Wealth Advisors Chicago, Illinois	$278K	+$27.1K	1	0.14%	Increased
4575	HIGP Hill Investment Group Partners St. Louis, Missouri	$278K	+$1.28K	1	0.04%	Increased