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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
4576	WRCM Western Reserve Capital Management Hudson, Ohio	$1.98M	$0	2	1.46%	Maintained
4577	TFG Turner Financial Group Pace, Florida	$1.97M	+$1.93M	3	1.96%	New
4578	STA Smith Thornton Advisors Huntsville, Alabama	$1.97M	+$267K	5	0.87%	Increased
4579	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$1.97M	-$980K	5	1.05%	Reduced
4580	OFA Oaktree Fund Advisors Los Angles, California	$1.97M	+$172K	1	3.41%	Increased
4581	PA Persium Advisors Atlanta, Georgia	$1.97M	-$654K	2	1.28%	Reduced
4582	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$1.96M	-$49.4K	3	0.18%	Reduced
4583	SIG Spinnaker Investment Group Newport Beach, California	$1.96M	+$227K	7	0.31%	Increased
4584	ITG Index Technologies Group New York	$1.96M	+$900K	9	1.57%	Increased
4585	SIS Strategic Investment Solutions Orland Park, Illinois	$1.96M	-$1.78M	22	0.45%	Reduced
4586	AW Alchemi Wealth Essex, Connecticut	$1.96M	-$800K	6	0.92%	Reduced
4587	FOA Five Oceans Advisors Santa Monica, California	$1.96M	+$189K	6	0.63%	Increased
4588	EBA Eagle Bay Advisors New York	$1.96M	+$122K	4	1.46%	Increased
4589	BWA BCU Wealth Advisors Vernon Hills, Illinois	$1.95M	+$147K	2	0.65%	Increased
4590	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$1.95M	-$12.3K	3	0.9%	Reduced
4591	QFA Quantum Financial Advisors El Segundo, California	$1.95M	-$301K	5	0.19%	Reduced
4592	KA Kore Advisors Boynton Beach, Florida	$1.95M	$0	1	2.02%	Maintained
4593	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$1.95M	+$1.42M	3	0.81%	Increased
4594	SCM Sunbeam Capital Management Atlanta, Georgia	$1.94M	-$379K	3	0.89%	Reduced
4595	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$1.94M	+$44.7K	14	1.38%	Increased
4596	WIM Waycross Investment Management Bellingham, Washington	$1.94M	-$221K	1	1.47%	Reduced
4597	BAM BCV Asset Management Winnipeg,	$1.93M	-$349K	2	0.06%	Reduced
4598	CAG Curtis Advisory Group Santa Barbara, California	$1.93M	-$20K	4	0.38%	Reduced
4599	BFA Brown Financial Advisors Milford, Ohio	$1.93M	+$75.9K	6	0.67%	Increased
4600	SWM Salvus Wealth Management Red Bank, New Jersey	$1.93M	-$245K	4	1.08%	Reduced