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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
5176	OWG Oxford Wealth Group Orlando, Florida	$1.08M	-$91.9K	3	0.48%	Reduced
5177	SA Sunesis Advisors Overland Park, Kansas	$1.07M	$0	4	0.44%	Maintained
5178	3F 360 Financial Wayzata, Minnesota	$1.07M	-$105K	4	0.27%	Reduced
5179	GAM Gould Asset Management Claremont, California	$1.07M	-$274K	3	0.17%	Reduced
5180	GA GSG Advisors Mount Laurel, New Jersey	$1.07M	+$7.14K	3	0.24%	Increased
5181	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$1.06M	+$38K	8	0.95%	Increased
5182	LGG Luts & Greenleigh Group Bethesda, Maryland	$1.06M	+$85.1K	4	0.8%	Increased
5183	CGA Crescent Grove Advisors Lake Forest, Illinois	$1.06M	-$207K	3	0.09%	Reduced
5184	OFG Orcam Financial Group Encinitas, California	$1.06M	+$233K	2	0.52%	Increased
5185	EP Elkhorn Partners Omaha, Nebraska	$1.06M	$0	1	0.91%	Maintained
5186	WVP Worth Venture Partners Fort Lee, New Jersey	$1.06M	+$679K	5	2.39%	Increased
5187	LIA Limestone Investment Advisors New York	$1.06M	-$4.81M	5	0.08%	Reduced
5188	FIC FCG Investment Company Germantown, Tennessee	$1.06M	-$6.98M	3	0.37%	Reduced
5189	CW CrossGen Wealth Greenville, North Carolina	$1.06M	+$459K	6	0.82%	Increased
5190	SWM Stronghold Wealth Management Tampa, Florida	$1.06M	+$34.2K	3	1.41%	Increased
5191	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1.06M	+$70.5K	31	0.18%	Increased
5192	LWM Laidlaw Wealth Management New York City, New York	$1.06M	-$489K	2	3.01%	Reduced
5193	LFP Leeward Financial Partners Bellevue, Washington	$1.06M	-$2.14M	2	0.28%	Reduced
5194	FC Financial Council Towson, Maryland	$1.05M	-$570K	2	0.34%	Reduced
5195	MSG Main Street Group Glen Allen, Virginia	$1.05M	+$109K	14	0.25%	Increased
5196	CA Cambridge Advisors Omaha, Nebraska	$1.05M	-$64.4K	2	0.18%	Reduced
5197	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$1.05M	-$7.89K	10	0.49%	Reduced
5198	IIA Integrity Investment Advisors Fort Collins, Colorado	$1.05M	-$48.2K	2	0.46%	Reduced
5199	JCFM JBR Co Financial Management Ardmore, Oklahoma	$1.05M	-$118K	2	0.38%	Reduced
5200	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$1.05M	+$41.7K	7	3.25%	Increased