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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
5326	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$122K	$0	3	0.09%	Maintained
5327	DEM Disciplined Equity Management Neptune Beach, Florida	$118K	$0	1	0.08%	Maintained
5328	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$116K	-$4.36M	3	0.07%	Reduced
5329	BCWM Ball & Co Wealth Management Franklin, Tennessee	$115K	+$112K	3	0.09%	New
5330	SWP SIMA Wealth Partners North Chesterfield, Virginia	$112K	$0	2	0.1%	Maintained
5331	CAM Clio Asset Management Charlottesville, Virginia	$111K	+$122K	1	0.08%	New
5332	OAJ Ogorek Anthony Joseph Williamsville, New York	$111K	+$9.38K	8	0.04%	Increased
5333	AI Acuitas Investments Seattle, Washington	$110K	-$607K	1	0.09%	Reduced
5334	CW Curio Wealth Annapolis, Maryland	$107K	+$107K	7	0.06%	New
5335	AJ Ashburton (Jersey) St Helier, Jersey	$107K	$0	1	0.05%	Maintained
5336	PCA PMV Capital Advisers Dallas, Texas	$107K	+$94.6K	3	0.29%	New
5337	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$99.7K	-$890	6	0.07%	Reduced
5338	EFP EnRich Financial Partners Madison, Wisconsin	$99K	$0	2	0.03%	Maintained
5339	MCA Midwest Capital Advisors Grand Rapids, Michigan	$95K	+$99.7K	5	0.07%	New
5340	IA IFS Advisors Overland Park, Kansas	$91.6K	+$69.7K	6	0.07%	Increased
5341	PWM Pacific Wealth Management San Diego, California	$89.7K	-$6.45K	1	0.05%	Reduced
5342	RPA Redwood Park Advisors Redwood City, California	$88.5K	+$92.5K	8	0.06%	New
5343	GS Gagnon Securities New York	$88.1K	+$7.02K	1	0.02%	Increased
5344	MAM Marquette Asset Management Minneapolis, Minnesota	$88.1K	-$8.76K	1	0.01%	Reduced
5345	JCP JB Capital Partners Armonk, New York	$86.6K	$0	1	0.02%	Maintained
5346	ACM Anfield Capital Management Irvine, California	$85.8K	+$25.2K	7	0.03%	Increased
5347	YAL Your Advocates Ltd Houston, Texas	$85.3K	+$5.16K	3	0.03%	Increased
5348	IAG Innovative Advisory Group Lexington, Massachusetts	$80.4K	+$62.8K	5	0.07%	New
5349	MC Montag & Caldwell Atlanta, Georgia	$78.9K	+$77.7K	2	0.02%	New
5350	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$77.8K	+$79.2K	5	0.05%	New