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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
4726	SFG Seamount Financial Group Colorado Springs, Colorado	$205K	-$53.9K	1	0.18%	Reduced
4727	BWA Beam Wealth Advisors Covington, Louisiana	$205K	-$41.5K	1	0.12%	Reduced
4728	WP Wealthspan Partners Davenport, Iowa	$205K	+$186K	1	0.12%	New
4729	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$205K	$0	5	0.07%	Maintained
4730	RFN Redwood Financial Network Solon, Ohio	$203K	$0	1	0.18%	Maintained
4731	GIA Goodwin Investment Advisory Woodstock, Georgia	$203K	+$196K	1	0.1%	New
4732	TCM Tuttle Capital Management Riverside, Connecticut	$203K	+$186K	1	1.57%	New
4733	SM Sweeney & Michel Chico, California	$203K	+$187K	1	0.09%	New
4734	CFC Coyle Financial Counsel Glenview, Illinois	$203K	-$5.14K	1	0.07%	Reduced
4735	BF Brooklyn FI New York	$203K	+$188K	1	0.08%	New
4736	MSA McAlister Sweet & Associates Houston, Texas	$202K	-$3.01M	1	0.16%	Reduced
4737	Legacy Financial Group (Iowa) Des Moines, Iowa	$202K	+$170K	1	0.04%	New
4738	AFS AFG Fiduciary Services Hingham, Massachusetts	$202K	+$189K	1	0.15%	New
4739	FZCM Flynn Zito Capital Management Garden City, New York	$201K	+$9.25K	1	0.1%	Increased
4740	CAM Clarity Asset Management Ames, Iowa	$201K	-$7.11K	3	0.14%	Reduced
4741	TW Towerpoint Wealth Sacramento, California	$200K	+$168K	1	0.1%	New
4742	UID Union Investments & Development Tel Aviv, Israel	$197K	$0	1	0.89%	Maintained
4743	MIM Meridiem Investment Management London, United Kingdom	$193K	$0	1	0%	Maintained
4744	BMC Bear Mountain Capital Seattle, Washington	$192K	-$1.5K	6	0.08%	Reduced
4745	HF Halpern Financial Ashburn, Virginia	$191K	-$15K	6	0.06%	Reduced
4746	MCAI Members Capital Advisors Inc Madison, Wisconsin	$186K	$0	1	0.53%	Maintained
4747	GCS Gordian Capital (Singapore) Singapore	$181K	+$117K	3	0.13%	Increased
4748	4WM 49 Wealth Management Austin, Texas	$178K	-$3.63K	1	0.04%	Reduced
4749	WAG Wiser Advisor Group Phoenix, Arizona	$175K	+$2.89K	4	0.27%	Increased
4750	MCA Maryland Capital Advisors Chester, Maryland	$172K	-$38.9K	5	0.11%	Reduced