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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	GJCM Grand Jean Capital Management San Francisco, California	$279K	$0	1	0.07%	Maintained
4577	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$278K	$0	1	0.04%	Maintained
4578	MPCG Matrix Private Capital Group New York	$277K	-$268K	1	0.19%	Reduced
4579	CM Capital Management Glen Allen, Virginia	$276K	+$3.52K	1	0.05%	Increased
4580	TWM TMD Wealth Management Scottsdale, Arizona	$276K	$0	1	0.06%	Maintained
4581	OWM Opes Wealth Management Menlo Park, California	$274K	-$13.8K	1	0.06%	Reduced
4582	SMA Seven Mile Advisory Ewing, New Jersey	$274K	+$231K	1	0.21%	New
4583	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$274K	+$877	1	0.11%	Increased
4584	PA Planning Alternatives Birmingham, Michigan	$272K	+$19.2K	1	0.04%	Increased
4585	BFAG Blackston Financial Advisory Group The Villages, Florida	$272K	-$265K	1	0.18%	Reduced
4586	FP Fiduciary Planning Englewood, Florida	$270K	$0	1	0.1%	Maintained
4587	SF SWP Financial San Diego, California	$269K	+$20.9K	1	0.19%	Increased
4588	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$269K	+$249K	1	0.06%	New
4589	Old Mission Capital Chicago, Illinois	$269K	+$226K	1	0%	New
4590	MI Moneywise Inc Forest, Virginia	$269K	$0	1	0.15%	Maintained
4591	ACC Acorn Creek Capital Fort Collins, Colorado	$269K	-$787K	1	0.17%	Reduced
4592	Howard Capital Management Roswell, Georgia	$268K	+$32K	1	0.03%	Increased
4593	BAM Blueshift Asset Management Red Bank, New Jersey	$267K	+$284K	1	0.14%	New
4594	PIA Panoramic Investment Advisors Denver, Colorado	$267K	-$3.94K	1	0.2%	Reduced
4595	SC Sagefield Capital Dallas, Texas	$267K	+$238K	1	0.03%	New
4596	CCM Callodine Capital Management Boston, Massachusetts	$266K	+$198K	1	0.06%	New
4597	VBFG Vishria Bird Financial Group Memphis, Tennessee	$266K	$0	1	0.11%	Maintained
4598	PFG Pinnacle Financial Group Western Springs, Illinois	$266K	+$15.4K	1	0.12%	Increased
4599	HIGP Hill Investment Group Partners St. Louis, Missouri	$265K	$0	1	0.04%	Maintained
4600	PWH Priebe Wealth Holdings Maple Grove, Minnesota	$265K	-$794K	1	0.21%	Reduced