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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	GenWealth Group Maplewood, New Jersey	$238K	$0	1	0.07%	Maintained
4627	SMF Sterling Manor Financial Saratoga Springs, New York	$237K	+$216K	1	0.2%	New
4628	WWC Waypoint Wealth Counsel Atlanta, Georgia	$237K	+$218K	1	0.2%	New
4629	APC Asset Planning Corporation Knoxville, Tennessee	$237K	-$171K	1	0.18%	Reduced
4630	DWA Delap Wealth Advisory Lake Oswego, Oregon	$237K	+$222K	1	0.11%	New
4631	NewSquare Capital Newtown Square, Pennsylvania	$235K	-$73K	8	0.02%	Reduced
4632	CM Capital Management Glen Allen, Virginia	$235K	$0	1	0.05%	Maintained
4633	ARG Advisory Resource Group Tulsa, Oklahoma	$235K	$0	1	0.06%	Maintained
4634	PPWM PFG Private Wealth Management Lutz, Florida	$234K	-$129K	5	0.16%	Reduced
4635	RCM Rain Capital Management Lake Oswego, Oregon	$234K	+$192K	1	0.17%	New
4636	Howard Capital Management Roswell, Georgia	$234K	+$229K	1	0.03%	New
4637	Element Pointe Advisors Miami, Florida	$234K	+$213K	1	0.06%	New
4638	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$233K	$0	1	0.11%	Maintained
4639	SCM Stordahl Capital Management Greenwood Village, Colorado	$232K	+$191K	1	0.06%	New
4640	VAM Vienna Asset Management Saratoga, California	$232K	+$249K	1	0.21%	New
4641	Pegasus Partners Mequon, Wisconsin	$230K	+$209K	1	0.03%	New
4642	VBFG Vishria Bird Financial Group Memphis, Tennessee	$229K	+$216K	1	0.11%	New
4643	AFO Arrowroot Family Office Marina Del Rey, California	$229K	+$2.22K	1	0.16%	Increased
4644	SF SWP Financial San Diego, California	$227K	+$214K	1	0.18%	New
4645	One Day In July LLC Burlington, Vermont	$227K	-$937	1	0.03%	Reduced
4646	HA HC Advisors Sandy Springs, Georgia	$227K	+$206K	1	0.13%	New
4647	NMM Naples Money Management Naples, Florida	$226K	+$203K	8	0.21%	New
4648	SPA Shore Point Advisors Brielle, New Jersey	$226K	+$185K	1	0.14%	New
4649	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$224K	-$417K	9	0.17%	Reduced
4650	West Coast Financial Santa Barbara, California	$223K	+$203K	1	0.03%	New