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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
4851	AW Ankerstar Wealth Leander, Texas	$1.51M	+$609K	25	1.26%	Increased
4852	BI Bramshill Investments Naples, Florida	$1.5M	+$408K	3	0.12%	Increased
4853	GFG GR Financial Group Tucson, Arizona	$1.5M	+$182K	2	0.2%	Increased
4854	ONST Old North State Trust Greensboro, North Carolina	$1.5M	-$35.5K	6	0.77%	Reduced
4855	WAG Wallace Advisory Group Lafayette, California	$1.5M	+$178K	3	1.41%	Increased
4856	GCA Gradient Capital Advisors San Diego, California	$1.5M	-$247K	3	0.35%	Reduced
4857	1M 1248 Management Kansas City, Missouri	$1.5M	-$103K	6	0.59%	Reduced
4858	RI Rinkey Investments San Diego, California	$1.5M	-$452K	3	0.35%	Reduced
4859	NCTC New Covenant Trust Company Jeffersonville, Indiana	$1.5M	+$277K	2	1.13%	Increased
4860	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$1.49M	-$1.08M	3	0.53%	Reduced
4861	PWS Proactive Wealth Strategies Marietta, Georgia	$1.49M	+$32K	2	0.24%	Increased
4862	IIA Integral Investment Advisors Turlock, California	$1.49M	-$1.67M	4	0.33%	Reduced
4863	HC Hoese & Co Glencoe, Minnesota	$1.49M	+$1.4M	3	0.97%	Increased
4864	AIA Arbor Investment Advisors Winston Salem, North Carolina	$1.49M	-$102K	3	0.17%	Reduced
4865	KIG Kennedy Investment Group West Depford, New Jersey	$1.49M	-$18.7K	4	0.51%	Reduced
4866	CA Clune & Associates Chicago, Illinois	$1.49M	+$302K	4	0.23%	Increased
4867	BWM Birchcreek Wealth Management Miami Township, Ohio	$1.49M	-$16.4K	4	0.58%	Reduced
4868	FC Fjell Capital Fargo, North Dakota	$1.49M	-$452K	1	1.01%	Reduced
4869	SA SPWM Advisors Traverse City, Michigan	$1.49M	+$176K	3	1.37%	Increased
4870	AFC AFT Forsyth & Company West Palm Beach, Florida	$1.48M	-$893K	1	0.71%	Reduced
4871	HC Hara Capital Bellevue, Washington	$1.48M	-$1.97K	7	0.78%	Reduced
4872	RWS RASP Wealth Solutions Fishers, Indiana	$1.48M	+$1.42M	3	0.49%	New
4873	MGI Miller Global Investments Dallas, Texas	$1.47M	+$21.5K	12	1.22%	Increased
4874	SWG Summit Wealth Group White River Junction, Vermont	$1.47M	-$250K	3	0.3%	Reduced
4875	HI Harper Investing Santa Clara, California	$1.47M	+$76K	2	0.5%	Increased