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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
5151	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.11M	+$272K	2	0.04%	Increased
5152	KWM KFG Wealth Management Granger, Indiana	$1.11M	+$623K	4	0.13%	Increased
5153	HWA HMV Wealth Advisors Shreveport, Louisiana	$1.11M	+$16.3K	3	0.43%	Increased
5154	FW Fairway Wealth Independence, Ohio	$1.11M	+$25.9K	5	0.25%	Increased
5155	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$1.11M	+$933K	2	0.35%	Increased
5156	RCA Riverview Capital Advisers Boston, Massachusetts	$1.11M	+$744K	2	0.32%	Increased
5157	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$1.1M	+$23.5K	1	0.31%	Increased
5158	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$1.1M	+$235K	19	0.11%	Increased
5159	RTC Riverview Trust Company Vancouver, Washington	$1.1M	-$70.8K	9	1.31%	Reduced
5160	FCM Family Capital Management Grand Rapids, Michigan	$1.1M	-$253K	2	0.43%	Reduced
5161	CCA Cora Capital Advisors Marlton, New Jersey	$1.1M	+$207K	3	0.31%	Increased
5162	BCM Buckhead Capital Management Atlanta, Georgia	$1.1M	-$52.4K	2	0.38%	Reduced
5163	PWG Private Wealth Group Tampa, Florida	$1.09M	+$157K	2	0.42%	Increased
5164	SS STG Securities New York	$1.09M	+$1.07M	5	0.08%	New
5165	MFS Miller Financial Services Marshall, Michigan	$1.09M	-$417K	4	0.88%	Reduced
5166	IWP IAG Wealth Partners Waukesha, Wisconsin	$1.09M	-$52.1K	12	0.11%	Reduced
5167	T TrueFG Cedar Park, Texas	$1.09M	-$99.6K	2	0.25%	Reduced
5168	IIM IFC & Insurance Marketing Auburn, California	$1.09M	+$320K	4	0.96%	Increased
5169	TCM TruNorth Capital Management Kalamazoo, Michigan	$1.09M	+$204K	4	0.17%	Increased
5170	DBFM Dickmeyer Boyce Financial Management Fort Wayne, Indiana	$1.09M	-$107K	1	0.56%	Reduced
5171	GCM Generation Capital Management Pittsford, New York	$1.09M	+$1.08M	1	0.67%	New
5172	GCM Gallacher Capital Management Lone Tree, Colorado	$1.09M	-$2.24M	3	0.61%	Reduced
5173	VFP Vilga Financial Planning Fair Lawn, New Jersey	$1.08M	-$40.4K	3	0.82%	Reduced
5174	HSG Helen Stephens Group Fort Worth, Texas	$1.08M	+$12.2K	2	0.18%	Increased
5175	PA Planning Alternatives Birmingham, Michigan	$1.08M	-$576K	3	0.12%	Reduced