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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	BFS Burkett Financial Services Rock Hill, South Carolina	$124K	+$18.2K	6	0.05%	Increased
4852	KFP Keener Financial Planning Keller, Texas	$123K	-$11.4K	5	0.08%	Reduced
4853	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$122K	-$48.5K	3	0.09%	Reduced
4854	SWP SIMA Wealth Partners North Chesterfield, Virginia	$117K	-$1.71K	2	0.1%	Reduced
4855	OAJ Ogorek Anthony Joseph Williamsville, New York	$116K	-$16.7K	7	0.04%	Reduced
4856	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$116K	+$71.9K	4	0.05%	Increased
4857	MFA McClarren Financial Advisors State College, Pennsylvania	$111K	-$298K	4	0.01%	Reduced
4858	8GI 8VC GP I Austin, Texas	$111K	$0	1	0.15%	Maintained
4859	MFG Mendota Financial Group Madison, Wisconsin	$109K	+$32.3K	19	0.05%	Increased
4860	EC Elequin Capital New York	$107K	+$25.3K	5	0.01%	Increased
4861	FCM FourWorld Capital Management New York	$106K	$0	1	0.06%	Maintained
4862	PFG Peterson Financial Group Des Moines, Iowa	$103K	+$97.4K	7	0.4%	New
4863	KPP Kings Path Partners Sugar Land, Texas	$103K	-$3.9K	3	0.04%	Reduced
4864	EFP EnRich Financial Partners Madison, Wisconsin	$103K	-$3.48K	2	0.03%	Reduced
4865	SWS SYSTM Wealth Solutions Chicago, Illinois	$102K	-$6.31M	3	3.11%	Reduced
4866	GAG Goodman Advisory Group Needham, Massachusetts	$100K	+$8.73K	5	0.03%	Increased
4867	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$100K	$0	7	0.07%	Maintained
4868	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$98.3K	-$53.2K	3	0.07%	Reduced
4869	GC Gould Capital Tacoma, Washington	$97.7K	+$921	5	0.06%	Increased
4870	MAM Marquette Asset Management Minneapolis, Minnesota	$88.9K	-$120K	1	0.01%	Reduced
4871	GS Gagnon Securities New York	$84.3K	-$83.3K	1	0.02%	Reduced
4872	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$83.6K	-$3.72K	1	0.05%	Reduced
4873	SSG Summit Securities Group New York	$83K	-$392K	5	0.02%	Reduced
4874	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$78.6K	$0	3	0.12%	Maintained
4875	OFG Orcam Financial Group Encinitas, California	$77.4K	$0	1	0.07%	Maintained