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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	LG Leuthold Group Minneapolis, Minnesota	$252K	+$269K	1	0.03%	New
4627	NA Nottingham Advisors Amherst, New York	$252K	-$22.7K	1	0.03%	Reduced
4628	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$251K	$0	1	0.07%	Maintained
4629	PFG Pinnacle Financial Group Western Springs, Illinois	$251K	$0	1	0.11%	Maintained
4630	GG GenWealth Group Maplewood, New Jersey	$250K	$0	1	0.06%	Maintained
4631	OAS Optivise Advisory Services Franklin, Tennessee	$250K	+$265K	1	0.14%	New
4632	PCM Passive Capital Management Baltimore, Maryland	$250K	+$25.1K	1	0.09%	Increased
4633	IWP Innova Wealth Partners Newtown, Pennsylvania	$248K	+$14.3K	1	0.18%	Increased
4634	WPW Watershed Private Wealth Oak Brook, Illinois	$248K	$0	1	0.11%	Maintained
4635	SC Swan Capital Pensacola, Florida	$247K	+$239K	5	0.13%	New
4636	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$247K	+$559	1	0.09%	Increased
4637	TCM Towercrest Capital Management Newtown, Pennsylvania	$247K	$0	1	0.04%	Maintained
4638	YWM Yoder Wealth Management Walnut Creek, California	$247K	-$20.2K	1	0.16%	Reduced
4639	GA GSG Advisors Mount Laurel, New Jersey	$246K	+$4.63K	1	0.09%	Increased
4640	JF JSF Financial Los Angeles, California	$246K	-$2.38K	1	0.08%	Reduced
4641	MI Moneywise Inc Forest, Virginia	$246K	-$3.34K	1	0.13%	Reduced
4642	SCA Scott Capital Advisors Portland, Oregon	$245K	$0	1	0.07%	Maintained
4643	MLM Mount Lucas Management Newtown, Pennsylvania	$244K	+$239K	1	0.07%	New
4644	AWP Abacus Wealth Partners Santa Monica, California	$244K	-$301K	1	0.04%	Reduced
4645	BDL Bey-Douglas LLC Marietta, Georgia	$243K	$0	1	0.23%	Maintained
4646	I INVST Indianapolis, Indiana	$243K	+$252K	1	0.03%	New
4647	ASI Advisory Services & Investments Bend, Oregon	$242K	$0	1	0.17%	Maintained
4648	FEG Financial Enhancement Group Anderson, Indiana	$242K	-$1.4M	1	0.04%	Reduced
4649	Readystate Asset Management Chicago, Illinois	$242K	-$1.03M	1	0.01%	Reduced
4650	SCG Sonata Capital Group Seattle, Washington	$241K	-$27.4K	1	0.12%	Reduced