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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
5051	ARGA Investment Management Stamford, Connecticut	$1.22M	+$1.52K	1	0.03%	Increased
5052	SCM Sterneck Capital Management Kansas City, Missouri	$1.22M	-$793K	4	0.52%	Reduced
5053	RWI Red Wave Investments Dillsburg, Pennsylvania	$1.21M	-$163K	5	0.31%	Reduced
5054	SWA Strata Wealth Advisors Dallas, Texas	$1.21M	+$62.8K	4	0.3%	Increased
5055	GF GGM Financials Columbus, Ohio	$1.21M	-$22.8K	8	0.46%	Reduced
5056	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$1.21M	+$99.9K	13	0.53%	Increased
5057	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$1.21M	+$211K	3	0.35%	Increased
5058	ZS Zenith Solutions Philadelphia, Pennsylvania	$1.21M	+$1.26M	1	1.1%	New
5059	AMG Asset Management Group Stamford, Connecticut	$1.21M	+$313	2	0.18%	Increased
5060	PPW Pasadena Private Wealth Pasadena, California	$1.21M	+$293K	3	0.15%	Increased
5061	PFA Pinnacle Family Advisors Springfield, Missouri	$1.21M	+$33.8K	3	0.51%	Increased
5062	GA GraniteShares Advisors New York	$1.21M	-$283K	1	0.78%	Reduced
5063	HCWM Hidden Cove Wealth Management Bainbridge Island, Washington	$1.21M	+$34.5K	2	0.66%	Increased
5064	EWA Encompass Wealth Advisors Portland, Oregon	$1.2M	-$38.7K	3	0.37%	Reduced
5065	BHWM Beaird Harris Wealth Management Dallas, Texas	$1.2M	+$174K	18	0.08%	Increased
5066	BWM BAM Wealth Management Lakewood, Colorado	$1.2M	-$93K	2	0.75%	Reduced
5067	CA Centerpoint Advisors Needham, Massachusetts	$1.2M	-$120K	16	0.34%	Reduced
5068	BEW Burton Enright Welch Walnut Creek, California	$1.2M	+$64.5K	3	0.14%	Increased
5069	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.2M	-$4.45K	1	1.42%	Reduced
5070	AFP Alpha Financial Partners Lexington, Kentucky	$1.2M	+$707K	2	0.63%	Increased
5071	PFT Providence First Trust Scottsdale, Arizona	$1.19M	-$2.06M	2	0.33%	Reduced
5072	BAM Bosun Asset Management Chicago, Illinois	$1.19M	$0	3	0.61%	Maintained
5073	PCM Passive Capital Management Baltimore, Maryland	$1.19M	-$698K	1	0.37%	Reduced
5074	OFP OLIO Financial Planning Mclean, Virginia	$1.19M	-$203K	3	0.3%	Reduced
5075	MIM Macroview Investment Management Bethesda, Maryland	$1.19M	+$51.8K	2	0.73%	Increased