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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	SF SWP Financial San Diego, California	$287K	$0	1	0.18%	Maintained
4627	GL Gerber LLC Columbus, Ohio	$286K	-$2.51K	1	0.21%	Reduced
4628	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$286K	+$18.7K	1	0.16%	Increased
4629	BlueCrest Capital Management St Helier, Jersey	$285K	+$277K	1	0.02%	New
4630	HP Holistic Planning Nacogdoches, Texas	$285K	+$262K	1	0.12%	New
4631	NCMW Northern Capital Management (Washington) Spokane, Washington	$285K	-$38.2K	1	0.18%	Reduced
4632	LIS Legacy Investment Solutions Meridian, Idaho	$285K	+$231K	11	0.17%	New
4633	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$285K	+$231K	11	0.17%	New
4634	FW Fairway Wealth Independence, Ohio	$285K	-$107K	3	0.14%	Reduced
4635	BFP Briaud Financial Planning College Station, Texas	$284K	+$2.05K	4	0.15%	Increased
4636	KV Kickstand Ventures Pittsford, New York	$284K	$0	1	0.07%	Maintained
4637	AAM Ameraudi Asset Management New York	$283K	$0	1	0.13%	Maintained
4638	RF Robinswood Financial Kirkland, Washington	$283K	+$8.45K	8	0.11%	Increased
4639	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$282K	-$58.8K	1	0.08%	Reduced
4640	SA Stewardship Advisors Mount Joy, Pennsylvania	$281K	$0	1	0.08%	Maintained
4641	MI Moneywise Inc Forest, Virginia	$281K	$0	1	0.14%	Maintained
4642	TA TPG Advisors Northfield, Illinois	$281K	$0	1	0.22%	Maintained
4643	RH RFG Holdings Argyle, Texas	$280K	+$231K	1	0.1%	New
4644	LFA Longview Financial Advisors Huntsville, Alabama	$279K	-$1.61M	1	0.2%	Reduced
4645	FCM Firestone Capital Management Coral Gables, Florida	$279K	-$200K	1	0.07%	Reduced
4646	CCWM Correct Capital Wealth Management Clayton, Missouri	$278K	-$19.5K	1	0.06%	Reduced
4647	CFC Client First Capital San Diego, California	$278K	$0	2	0.15%	Maintained
4648	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$278K	+$97.2K	1	0.2%	Increased
4649	CPP Capasso Planning Partners Charleston, South Carolina	$277K	+$3.05K	1	0.08%	Increased
4650	RI Rinkey Investments San Diego, California	$275K	+$227K	1	0.09%	New