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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
4951	TA Tectonic Advisors Frisco, Texas	$1.36M	+$15.5K	3	0.07%	Increased
4952	AFP Advus Financial Partners Winter Park, Florida	$1.36M	+$1.39M	3	0.39%	New
4953	BBL Beck Bode LLC Dedham, Massachusetts	$1.36M	-$6.43M	2	0.21%	Reduced
4954	FCM Fire Capital Management San Francisco, California	$1.36M	+$383K	5	0.55%	Increased
4955	BWA Blodgett Wealth Advisors Concord, California	$1.36M	+$716K	4	0.91%	Increased
4956	CCG Capital CS Group Irvine, California	$1.35M	-$109K	4	1.07%	Reduced
4957	AF Abound Financial Granite Bay, California	$1.35M	+$26.5K	11	0.54%	Increased
4958	FPAM Feynman Point Asset Management New York	$1.35M	+$1.43M	2	2.47%	New
4959	IPAM Investment Partners Asset Management Metuchen, New Jersey	$1.35M	-$219K	2	0.75%	Reduced
4960	CW Code Waechter Tampa, Florida	$1.35M	-$301K	3	0.7%	Reduced
4961	WC Weil Company San Diego, California	$1.35M	+$1.03K	3	0.24%	Increased
4962	IF IRON Financial Northbrook, Illinois	$1.35M	+$110K	3	0.56%	Increased
4963	OG Odyssey Group Lancaster, Pennsylvania	$1.34M	+$1.43M	1	0.36%	New
4964	ACP Arcus Capital Partners Atlanta, Georgia	$1.34M	+$385K	3	0.56%	Increased
4965	RFG REAP Financial Group Austin, Texas	$1.34M	+$125K	16	0.23%	Increased
4966	PFS Professional Financial Solutions Falls Chruch, Virginia	$1.34M	-$134K	2	1.04%	Reduced
4967	NAG Northstar Advisory Group Northfield, New Jersey	$1.34M	-$4.19M	3	0.42%	Reduced
4968	PWM Proathlete Wealth Management Boca Raton, Florida	$1.34M	+$1.1M	6	0.33%	Increased
4969	BIM Bullseye Investment Management Cincinnati, Ohio	$1.34M	+$683K	9	0.66%	Increased
4970	LW Livet Wealth Salt Lake City, Utah	$1.34M	+$78.4K	4	0.77%	Increased
4971	TCM Teza Capital Management Chicago, Illinois	$1.33M	+$162K	2	2.58%	Increased
4972	CFC Coyle Financial Counsel Glenview, Illinois	$1.33M	-$108K	4	0.24%	Reduced
4973	MWA Madson Wealth Advisors Santa Rosa, California	$1.33M	+$190K	4	0.91%	Increased
4974	WA Westfuller Advisors New York	$1.33M	-$12.5K	19	0.49%	Reduced
4975	OPOWM One Plus One Wealth Management Jupiter, Florida	$1.33M	$0	2	0.57%	Maintained