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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
4701	NCM Noesis Capital Mangement Boca Raton, Florida	$218K	+$214K	1	0.05%	New
4702	AM Atwater Malick Lancaster, Pennsylvania	$218K	$0	1	0.08%	Maintained
4703	ACM Arlington Capital Management Arlington Heights, Illinois	$218K	-$46.8K	1	0.19%	Reduced
4704	RCM Requisite Capital Management Dallas, Texas	$217K	+$209K	1	0.05%	New
4705	WP Wealthspan Partners Davenport, Iowa	$217K	$0	1	0.12%	Maintained
4706	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$217K	+$223K	1	0.33%	New
4707	WIM Warwick Investment Management Bryan, Texas	$216K	+$223K	1	0.05%	New
4708	AAS Asset Allocation Strategies Farmington, Michigan	$216K	+$212K	1	0.07%	New
4709	VWA Valued Wealth Advisors Holladay, Utah	$216K	+$85.2K	15	0.15%	Increased
4710	BWG Balanced Wealth Group Westlake, Ohio	$215K	$0	1	0.1%	Maintained
4711	VCP Vista Capital Partners Portland, Oregon	$215K	-$174K	1	0.03%	Reduced
4712	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$214K	+$35.6K	2	0.16%	Increased
4713	SIG Spinnaker Investment Group Newport Beach, California	$214K	+$220K	1	0.06%	New
4714	AFP Alpha Financial Partners Lexington, Kentucky	$213K	+$214K	1	0.18%	New
4715	AWA Archvest Wealth Advisors Concord, California	$213K	-$41K	1	0.14%	Reduced
4716	HPFG Hart & Patterson Financial Group Amherst, Massachusetts	$213K	-$1.14K	1	0.11%	Reduced
4717	MAM Marquette Asset Management Minneapolis, Minnesota	$212K	-$105K	2	0.04%	Reduced
4718	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$212K	-$8.58K	1	0.15%	Reduced
4719	AC Aldebaran Capital Carmel, Indiana	$212K	-$53.8K	1	0.2%	Reduced
4720	SA Sunesis Advisors Overland Park, Kansas	$212K	-$287K	1	0.13%	Reduced
4721	VFG Valley Financial Group Ambler, Pennsylvania	$211K	$0	1	0.16%	Maintained
4722	CW Cook Wealth Raleigh, North Carolina	$211K	-$98.9K	1	0.11%	Reduced
4723	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$211K	+$217K	1	0.03%	New
4724	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$211K	-$4.96K	1	0.12%	Reduced
4725	TAM Trust Asset Management Houston, Texas	$211K	$0	1	0.02%	Maintained