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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	NOI Newton One Investments Newark, Delaware	$10.9K	$0	1	0%	Maintained
4852	BFS Bare Financial Services Gap, Pennsylvania	$10.9K	$0	1	0.01%	Maintained
4853	HWM Horizons Wealth Management Asheville, North Carolina	$10.4K	$0	2	0.01%	Maintained
4854	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$10.4K	+$10K	2	0.01%	New
4855	HFS Horizon Financial Services Winston Salem, North Carolina	$10K	+$9.32K	5	0.01%	New
4856	ACM Anfield Capital Management Irvine, California	$9.48K	+$9.54K	5	0%	New
4857	HC Hoese & Co Glencoe, Minnesota	$8.97K	$0	1	0.01%	Maintained
4858	4FG 4Thought Financial Group Syosset, New York	$7.8K	$0	1	0.01%	Maintained
4859	UA USCF Advisers Walnut Creek, California	$7.29K	$0	1	0.69%	Maintained
4860	BCM Birch Capital Management Dallas, Texas	$6.82K	$0	1	0%	Maintained
4861	FIA FPC Investment Advisory Petaluma, California	$4.43K	+$4.17K	2	0%	New
4862	SMI Shelter Mutual Insurance Columbia, Missouri	$3.83K	+$3.68K	1	0%	New
4863	MUFG Securities (Canada) New York	$3.41K	+$3.31K	1	0%	New
4864	CC Capital Counsel New York	$3.15K	+$5.01K	1	0%	New
4865	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$2.72K	$0	1	0%	Maintained
4866	CCM Connective Capital Management Palo Alto, California	$1.01K	-$267K	1	0%	Reduced
4867	WC Westwind Capital Las Cruces, New Mexico	$1K	$0	1	0%	Maintained
4868	BCH Berkshire Capital Holdings San Jose, California	$501	$0	2	0%	Maintained
4869	2L 25 LLC St. Louis, Missouri	$0	-$220K	0	–	Closed
4870	2C 272 Capital Dallas, Texas	$0	-$1.73M	0	–	Closed
4871	6CM 683 Capital Management New York	$0	-$1.26M	0	–	Closed
4872	AWM Able Wealth Management Toms River, New Jersey	$0	-$264K	0	–	Closed
4873	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$0	-$1.09M	0	–	Closed
4874	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$306K	0	–	Closed
4875	AWM Act Wealth Management Plano, Texas	$0	-$217K	0	–	Closed