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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
4826	CAM CenterStar Asset Management Chicago, Illinois	$1.55M	+$946K	3	0.26%	Increased
4827	MFF Michels Family Financial Fort Worth, Texas	$1.55M	+$270K	4	1%	Increased
4828	PPC Pennington Partners & Co Bethesda, Maryland	$1.55M	+$33.6K	2	0.5%	Increased
4829	SFS Summit Financial Strategies Columbus, Ohio	$1.55M	-$222K	5	0.11%	Reduced
4830	SMG Smart Money Group Eastland, Texas	$1.55M	+$91.7K	2	0.4%	Increased
4831	BA Ballew Advisors Jackson, Mississippi	$1.55M	+$243K	3	0.8%	Increased
4832	SFG Shum Financial Group Alameda, California	$1.55M	-$360K	3	0.93%	Reduced
4833	LSA Lansing Street Advisors Ambler, Pennsylvania	$1.55M	-$449K	3	0.33%	Reduced
4834	PC Pecaut & Co Sioux City, Iowa	$1.54M	-$41.7K	1	0.47%	Reduced
4835	WCM Winthrop Capital Management Carmel, Indiana	$1.53M	+$23.9K	5	0.37%	Increased
4836	SHA Seneca House Advisors Richmond, Virginia	$1.53M	+$5.83K	2	0.54%	Increased
4837	RCS R2 Capital Strategies Lincoln, Nebraska	$1.53M	+$1.52M	1	0.69%	New
4838	LA Latitude Advisors Vero Beach, Florida	$1.53M	+$624K	4	0.61%	Increased
4839	SCM Sage Capital Management Stockton, New Jersey	$1.53M	+$343	3	0.6%	Increased
4840	VF Vawter Financial Columbus, Ohio	$1.53M	$0	2	0.57%	Maintained
4841	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$1.53M	-$914K	1	0.51%	Reduced
4842	EW Enzi Wealth Austin, Texas	$1.52M	-$1.08K	2	0.48%	Reduced
4843	SI Stirlingshire Investments New York	$1.52M	-$413K	4	1.13%	Reduced
4844	AF Atala Financial Calabasas, California	$1.52M	-$251K	3	0.92%	Reduced
4845	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.52M	+$213K	21	0.11%	Increased
4846	Alesco Advisors Pittsford, New York	$1.52M	-$546K	3	0.03%	Reduced
4847	CWMA Capstone Wealth Management (Alabama) Tuscaloosa, Alabama	$1.51M	+$1.43M	5	0.7%	New
4848	ECM EMC Capital Management Houston, Texas	$1.51M	+$1.55M	1	0.6%	New
4849	AWM Athena Wealth Management Reno, Nevada	$1.51M	+$710K	3	1.12%	Increased
4850	SPW Signet Private Wealth Chicago, Illinois	$1.51M	-$290K	2	1.2%	Reduced