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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
4626	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$1.88M	+$119K	7	3.52%	Increased
4627	CWA Cura Wealth Advisors Chicago, Illinois	$1.88M	+$406K	5	0.8%	Increased
4628	LEA Legacy Edge Advisors Syosset, New York	$1.88M	-$299K	5	0.17%	Reduced
4629	CI Cherokee Insurance Sterling Heights, Michigan	$1.88M	+$425K	3	0.72%	Increased
4630	MEG Millstone Evans Group Boulder, Colorado	$1.88M	-$527K	19	1.01%	Reduced
4631	B Birchbrook Bangor, Maine	$1.87M	-$699K	11	0.88%	Reduced
4632	Centersquare Investment Management Conshohocken, Pennsylvania	$1.87M	-$16.3K	1	0.02%	Reduced
4633	DWA Davis Wealth Advisors Salem, New Hampshire	$1.87M	+$52.4K	2	1.45%	Increased
4634	FA Fountainhead AM Warren, New Jersey	$1.87M	-$709K	7	1.39%	Reduced
4635	PFM Peak Financial Management Wellesley, Massachusetts	$1.87M	-$492K	2	0.43%	Reduced
4636	SF Schuylkill Financial Wyomissing, Pennsylvania	$1.87M	+$1.67M	2	1.73%	New
4637	AL ARWA LLC Fort Worth, Texas	$1.87M	+$1.88M	1	0.78%	Increased
4638	SAM SVRN Asset Management Austin, Texas	$1.87M	+$1.7M	2	0.96%	New
4639	FL FreeGulliver LLC New Orleans, Louisiana	$1.87M	+$570K	5	0.66%	Increased
4640	CWM Castle Wealth Management West Palm Beach, Florida	$1.86M	-$175K	3	0.55%	Reduced
4641	PIA Powell Investment Advisors Miami, Florida	$1.85M	+$179K	4	0.58%	Increased
4642	LPFG Landing Point Financial Group Avon, Ohio	$1.85M	-$26.4K	4	0.63%	Reduced
4643	MDA Minot DeBlois Advisors Boston, Massachusetts	$1.85M	-$45.9K	9	1.59%	Reduced
4644	SHF Safe Harbor Fiduciary Pensacola, Florida	$1.85M	+$69.3K	1	1.44%	Increased
4645	SSC Syverson Strege & Co West Des Moines, Iowa	$1.85M	+$69.6K	4	0.4%	Increased
4646	CB Centennial Bank Conway, Arkansas	$1.85M	+$77.4K	9	0.59%	Increased
4647	T TrustBank Olney, Illinois	$1.84M	+$201K	5	0.63%	Increased
4648	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$1.84M	-$103K	4	0.27%	Reduced
4649	HP Hartree Partners New York	$1.84M	+$1.19M	2	0.39%	Increased
4650	SW Solidarity Wealth Lehi, Utah	$1.84M	-$144K	2	0.32%	Reduced