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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
4676	AIA Accelerate Investment Advisors Aliso Viejo, California	$1.79M	+$483K	4	1.03%	Increased
4677	ML Mayport LLC Newton, Massachusetts	$1.79M	-$187K	3	0.28%	Reduced
4678	SC Saiph Capital Wyckoff, New Jersey	$1.79M	+$761K	4	0.54%	Increased
4679	SBF Sara-Bay Financial Sarasota, Florida	$1.79M	-$596K	2	0.48%	Reduced
4680	RA RiverPark Advisors New York	$1.79M	-$60.4K	7	0.82%	Reduced
4681	AC AlpenGlobal Capital Tahoe City, California	$1.78M	+$130K	1	1.15%	Increased
4682	TPW TL Private Wealth Southlake, Texas	$1.78M	-$56.7K	4	0.65%	Reduced
4683	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.78M	+$1.83M	5	0.46%	New
4684	HWA Heartwood Wealth Advisors Richmond, Virginia	$1.78M	-$23.5K	4	0.14%	Reduced
4685	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$1.78M	+$181K	4	0.45%	Increased
4686	SIC Sterling Investment Counsel Buffalo, New York	$1.78M	-$178K	2	0.42%	Reduced
4687	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.78M	-$25.7K	4	0.49%	Reduced
4688	WFM Wolff Financial Management Kalamazoo, Michigan	$1.78M	-$212K	3	0.35%	Reduced
4689	SM Skaana Management Brooklyn, New York	$1.78M	-$120K	3	0.38%	Reduced
4690	NWA Navis Wealth Advisors Rye Brook, New York	$1.78M	+$731K	2	0.67%	Increased
4691	LWPC Legacy Wealth Partners (Colorado) Lakewood, Colorado	$1.77M	+$269K	5	0.4%	Increased
4692	SC Stance Capital Boston, Massachusetts	$1.77M	+$1.62M	8	0.54%	Increased
4693	HCM Harvey Capital Management Palm Beach, Florida	$1.77M	-$146K	4	0.36%	Reduced
4694	SCM Spreng Capital Management Bucyrus, Ohio	$1.77M	+$1.3M	3	0.64%	Increased
4695	UCB United Community Bank Greenville, South Carolina	$1.76M	-$109K	12	0.55%	Reduced
4696	PCA Providence Capital Advisors Charlotte, North Carolina	$1.76M	+$444K	11	0.27%	Increased
4697	CM CM Management Gulf Breeze, Florida	$1.76M	+$98K	2	1.12%	Increased
4698	LA Linden Advisors New York	$1.76M	+$2.88M	1	0.01%	New
4699	MF Montis Financial Waltham, Massachusetts	$1.76M	+$208K	3	0.36%	Increased
4700	SPW Sonoma Private Wealth Sonoma, California	$1.76M	+$10.4K	3	1.89%	Increased