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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
5251	AIFS A&I Financial Services Lone Tree, Colorado	$206K	+$231K	1	0.2%	New
5252	VI VanderPol Investments Caledonia, Michigan	$206K	+$202K	1	0.45%	New
5253	BWG Balanced Wealth Group Westlake, Ohio	$206K	$0	1	0.09%	Maintained
5254	FLC Fifth Lane Capital Austin, Texas	$206K	-$149K	1	0.6%	Reduced
5255	SJGA Stephen J. Garry & Associates Garden City, New York	$206K	+$182K	1	0.19%	New
5256	SG Straightline Group Troy, Michigan	$205K	+$158K	1	0.13%	New
5257	MPW Magnolia Private Wealth Philadelphia, Pennsylvania	$205K	+$200K	1	0.18%	New
5258	VW Vance Wealth Santa Clarita, California	$205K	-$24K	1	0.08%	Reduced
5259	CAM Clarity Asset Management Ames, Iowa	$204K	-$15.9K	3	0.13%	Reduced
5260	STP Science & Technology Partners New York	$204K	+$140K	1	0.06%	New
5261	IC Innealta Capital Austin, Texas	$204K	-$314	1	0.1%	Reduced
5262	FAM Frontier Asset Management Sheridan, Wyoming	$204K	+$207K	1	0.07%	New
5263	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$204K	+$111K	3	0.13%	Increased
5264	JF Jericho Financial Westerville, Ohio	$203K	+$228K	1	0.15%	New
5265	IA IMZ Advisory Boca Raton, Florida	$203K	+$1.15K	1	0.09%	Increased
5266	TI TrueMark Investments Chicago, Illinois	$203K	-$2.45M	1	0.06%	Reduced
5267	AWM Altus Wealth Management Ft Mitchell, Kentucky	$202K	+$156K	1	0.09%	New
5268	FRM Foundation Resource Management Little Rock, Arkansas	$202K	$0	1	0.03%	Maintained
5269	WWC Waypoint Wealth Counsel Atlanta, Georgia	$202K	$0	1	0.13%	Maintained
5270	MAS MPWM Advisory Solutions Alpharetta, Georgia	$202K	+$199K	16	0.15%	New
5271	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$202K	+$179K	1	0.24%	New
5272	WW Westshore Wealth Newport Beach, California	$202K	-$4.91K	1	0.08%	Reduced
5273	CWA Consilio Wealth Advisors Bellevue, Washington	$201K	-$34.3K	1	0.08%	Reduced
5274	CANC Culbertson A N & Co Charlottesville, Virginia	$201K	$0	1	0.03%	Maintained
5275	VP Verisail Partners Chamblee, Georgia	$201K	+$209K	1	0.09%	New