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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
4751	TC TAGStone Capital Charlotte, North Carolina	$203K	+$201K	1	0.12%	New
4752	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$202K	-$269K	1	0.07%	Reduced
4753	AI Arrien Investments Boise, Idaho	$202K	+$2.14K	1	0.16%	Increased
4754	TWM Tolleson Wealth Management Dallas, Texas	$202K	+$3.74K	1	0.04%	Increased
4755	FF Fluent Financial Dallas, Texas	$202K	-$112K	1	0.1%	Reduced
4756	VAF Values Added Financial Washington, District of Columbia	$202K	+$191K	1	0.15%	New
4757	EL EWA LLC Pittsbugh, Pennsylvania	$201K	+$186K	1	0.08%	New
4758	GWM GoalFusion Wealth Management Austin, Texas	$200K	+$202K	1	0.12%	New
4759	AHL Abel Hall LLC Baton Rouge, Louisiana	$200K	+$6.43K	1	0.14%	Increased
4760	CI CAZ Investments Houston, Texas	$199K	$0	2	0.07%	Maintained
4761	HF Halpern Financial Ashburn, Virginia	$198K	-$8.37K	7	0.05%	Reduced
4762	BMC Bear Mountain Capital Seattle, Washington	$196K	-$958	6	0.08%	Reduced
4763	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$195K	+$15.8K	1	0.05%	Increased
4764	AS AM Squared Hong Kong	$195K	+$143K	4	0.49%	Increased
4765	MCAI Members Capital Advisors Inc Madison, Wisconsin	$191K	$0	1	0.22%	Maintained
4766	GS Gagnon Securities New York	$187K	+$1.73K	1	0.04%	Increased
4767	CAM Clarity Asset Management Ames, Iowa	$187K	-$12K	3	0.13%	Reduced
4768	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$187K	$0	5	0.07%	Maintained
4769	FA Financial Avengers Oakland, California	$178K	+$15.1K	4	0.09%	Increased
4770	TC Tacita Capital Toronto, Ontario, Canada	$177K	-$297K	4	0.13%	Reduced
4771	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$175K	+$129K	1	0.07%	New
4772	IWP IAG Wealth Partners Waukesha, Wisconsin	$172K	+$46.1K	12	0.03%	Increased
4773	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$165K	+$44K	5	0.09%	Increased
4774	CPA Clear Point Advisors Melville, New York	$164K	-$1.95K	7	0.13%	Reduced
4775	PA Pineridge Advisors St. Charles, Missouri	$163K	-$2.78K	9	0.06%	Reduced