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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
5076	HIA HFM Investment Advisors Glassboro, New Jersey	$1.19M	+$55.1K	45	0.42%	Increased
5077	CA CV Advisors Aventura, Florida	$1.19M	+$1.2M	3	0.22%	New
5078	GTWM Global Trust Wealth Management West Palm Beach, Florida	$1.19M	-$261K	1	0.82%	Reduced
5079	CIS Continental Investors Services Longview, Washington	$1.19M	+$88.8K	2	0.93%	Increased
5080	HWM HRC Wealth Management Moscow, Idaho	$1.19M	-$28.5K	1	0.49%	Reduced
5081	NLWP Next Level Wealth Planning Meridian, Idaho	$1.19M	+$405K	2	0.52%	Increased
5082	BMCM Burns Matteson Capital Management Corning, New York	$1.19M	-$2.54M	2	0.37%	Reduced
5083	CWA Centennial Wealth Advisory Traverse City, Michigan	$1.18M	+$513K	4	0.26%	Increased
5084	W WPWealth Fort Worth, Texas	$1.18M	+$170K	4	0.18%	Increased
5085	MPPHD Maloon Powers Pitre Higgins & Dennehy San Ramon, California	$1.18M	+$1.23M	4	0.41%	New
5086	FCM Firestone Capital Management Coral Gables, Florida	$1.18M	-$57.3K	4	0.22%	Reduced
5087	MWM Manske Wealth Management Houston, Texas	$1.18M	-$60.2K	3	0.29%	Reduced
5088	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$1.18M	-$541	1	0.24%	Reduced
5089	CI CPR Investments Rochester, Michigan	$1.18M	-$270K	5	0.91%	Reduced
5090	MFS McNamara Financial Services Marshfield, Massachusetts	$1.18M	$0	1	0.2%	Maintained
5091	SLP Storen Legacy Partners Zionsville, Indiana	$1.18M	+$823K	2	0.32%	Increased
5092	SCA Southern Capital Advisors Jackson, Tennessee	$1.18M	-$2.26M	2	0.49%	Reduced
5093	SWP Significant Wealth Partners Cary, Illinois	$1.18M	+$55.4K	2	1.27%	Increased
5094	AGC August Group Capital Toronto,	$1.18M	-$774K	3	1.29%	Reduced
5095	KC Karras Company Roy, Utah	$1.18M	-$28.1K	1	1.07%	Reduced
5096	SA SL Advisors Westfield, New Jersey	$1.18M	-$13.7K	2	2.06%	Reduced
5097	AZ Alpha Zero Boca Raton, Florida	$1.17M	+$488K	3	0.44%	Increased
5098	UI Unconventional Investor Portsmouth, New Hampshire	$1.17M	-$540K	1	0.49%	Reduced
5099	JWM Jessup Wealth Management Dayton, Ohio	$1.17M	-$82.9K	3	0.35%	Reduced
5100	EAMH Eurizon Asset Management Hungary Budapest,	$1.17M	+$1.36M	1	1.24%	New