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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
4801	MFG Mosaic Financial Group Chicago, Illinois	$1.59M	-$40K	5	1.01%	Reduced
4802	BF Brogan Financial Knoxville, Tennessee	$1.59M	+$7.03K	3	0.64%	Increased
4803	SC Shuttleworth & Co Powell, Ohio	$1.59M	+$33.1K	1	1.27%	Increased
4804	EWP Equity Wealth Partners Independence, Missouri	$1.58M	+$4.71K	3	0.57%	Increased
4805	AFS Access Financial Services Minneapolis, Minnesota	$1.58M	+$367K	1	0.52%	Increased
4806	TWA Tandem Wealth Advisors Phoenix, Arizona	$1.58M	+$110K	2	0.63%	Increased
4807	MLTEF Metatron Long Term Equity Fund Birkirkara,	$1.58M	+$2.01M	2	0.72%	New
4808	WP WealthSpring Partners Long Beach, California	$1.58M	+$2.38K	2	1.36%	Increased
4809	TFA Tranquilli Financial Advisor Clinton, New Jersey	$1.58M	+$31.6K	3	0.85%	Increased
4810	THC Truffle Hound Capital Bethesda, Maryland	$1.58M	$0	1	0.34%	Maintained
4811	HC Hamilton Capital Columbus, Ohio	$1.57M	-$29.6K	5	0.08%	Reduced
4812	RFA ROI Financial Advisors Beaverton, Oregon	$1.57M	+$51.7K	2	0.81%	Increased
4813	AWP Abacus Wealth Partners Santa Monica, California	$1.57M	-$3.72M	5	0.17%	Reduced
4814	DI Decision Investments San Diego, California	$1.57M	+$578K	5	1.43%	Increased
4815	OA Operose Advisors Milwaukee, Wisconsin	$1.57M	-$70.3K	18	0.3%	Reduced
4816	PC Panoramic Capital Larkspur, California	$1.57M	+$1.52M	1	0.67%	New
4817	FFC Frederick Financial Consultants Frederick, Maryland	$1.57M	-$229K	1	0.66%	Reduced
4818	NS Northland Securities Minneapolis, Minnesota	$1.57M	+$930K	4	0.91%	Increased
4819	IG IFS Group York, Pennsylvania	$1.56M	-$489K	3	2.15%	Reduced
4820	JKA Jones Kertz & Associates Blaine, Minnesota	$1.56M	-$66.7K	1	0.72%	Reduced
4821	HC Hurley Capital New York	$1.56M	+$111K	36	0.81%	Increased
4822	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$1.56M	-$157K	1	0.56%	Reduced
4823	MAG M3 Advisory Group Needham Heights, Massachusetts	$1.56M	+$58K	4	0.81%	Increased
4824	NCM Next Capital Management New York	$1.56M	-$39.2K	3	0.42%	Reduced
4825	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.55M	+$127K	4	0.18%	Increased