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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
4601	AA ACT Advisors Asheville, North Carolina	$265K	+$1.07K	1	0.14%	Increased
4602	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$265K	-$3.42K	1	0.21%	Reduced
4603	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$265K	-$12.7K	1	0.06%	Reduced
4604	LW Lauer Wealth Valparaiso, Indiana	$265K	+$215K	1	0.21%	New
4605	GA Greytown Advisors Miami, Florida	$264K	-$60.4K	1	0.15%	Reduced
4606	TCM TruNorth Capital Management Kalamazoo, Michigan	$263K	+$114K	6	0.09%	Increased
4607	RA Riversedge Advisors Wilmington, Delaware	$263K	+$233K	1	0.06%	New
4608	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$262K	$0	1	0.04%	Maintained
4609	SCM Saxony Capital Management St. Louis, Missouri	$262K	-$225K	1	0.29%	Reduced
4610	SA SRH Advisors Salina, Kansas	$261K	-$21.4K	6	0.09%	Reduced
4611	GIM Guild Investment Management Los Angeles, California	$261K	+$26.1K	1	0.3%	Increased
4612	PCS Private Client Services Louisville, Kentucky	$260K	-$3.31K	1	0.16%	Reduced
4613	Index Fund Advisors Irvine, California	$259K	$0	1	0.01%	Maintained
4614	BRA Biechele Royce Advisors Fishers, Indiana	$258K	+$3K	1	0.09%	Increased
4615	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$258K	-$85.8K	11	0.16%	Reduced
4616	SG Somerset Group Wayzata, Minnesota	$258K	$0	1	0.23%	Maintained
4617	AIS American Investment Services Great Barrington, Massachusetts	$256K	-$65.1K	1	0.05%	Reduced
4618	LIWM Long Island Wealth Management Melville, New York	$256K	-$1.14K	1	0.18%	Reduced
4619	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$256K	-$227K	1	0.01%	Reduced
4620	IAM Iridian Asset Management Westport, Connecticut	$255K	+$28.4K	1	0.06%	Increased
4621	TWA Tandem Wealth Advisors Phoenix, Arizona	$255K	$0	1	0.14%	Maintained
4622	UW Unique Wealth Clearwater, Florida	$254K	+$473	1	0.07%	Increased
4623	CAIMH Central Asset Investments & Management Holdings Hong Kong	$253K	+$225K	1	0.09%	New
4624	HAS Horizon Advisory Services West Henrietta, New York	$253K	+$14.7K	1	0.12%	Increased
4625	GJCM Grand Jean Capital Management San Francisco, California	$252K	$0	1	0.06%	Maintained