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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
5351	FIA FPC Investment Advisory Petaluma, California	$76.3K	+$62.5K	7	0.06%	Increased
5352	FCG Financial Connections Group Corte Madera, California	$76K	+$3.02K	6	0.04%	Increased
5353	MB Mizuho Bank Tokyo, Japan	$75.2K	+$20.5K	1	0.02%	Increased
5354	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$74.7K	$0	3	0.14%	Maintained
5355	IFS Intelligent Financial Strategies Excelsior, Minnesota	$73.1K	$0	1	0.04%	Maintained
5356	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$72.3K	-$38.7K	3	0.03%	Reduced
5357	CI CAZ Investments Houston, Texas	$71K	-$427K	2	0.1%	Reduced
5358	JJ Johnson & Johnson New Brunswick, New Jersey	$70.7K	-$71.5K	1	0.02%	Reduced
5359	MFA McClarren Financial Advisors State College, Pennsylvania	$69K	-$34.9K	2	0.19%	Reduced
5360	PWM Parkworth Wealth Management Los Gatos, California	$68.3K	+$70K	22	0.06%	New
5361	IPW Intergy Private Wealth Colorado Springs, Colorado	$67.6K	+$91.1K	1	0.03%	New
5362	GA Greenspring Advisors Towson, Maryland	$67.3K	-$207K	1	0.01%	Reduced
5363	EPW Endeavor Private Wealth Topeka, Kansas	$64.6K	+$72.5K	1	0.06%	New
5364	CCM Campbell Capital Management Miami, Florida	$64.2K	+$60.8K	3	0.03%	New
5365	PWA Principia Wealth Advisory Dallas, Texas	$62.5K	+$62.1K	22	0.06%	New
5366	AIM Access Investment Management Atlanta, Georgia	$62.1K	$0	1	0.02%	Maintained
5367	CFS Compass Financial Services West Des Moines, Iowa	$57.6K	+$61.1K	4	0.03%	New
5368	SRCM Signature Resources Capital Management Newport Beach, California	$54.7K	+$714	5	0.05%	Increased
5369	DWA Delos Wealth Advisors Dallas, Texas	$54.1K	+$19.2K	4	0.04%	Increased
5370	G Gainplan Bloomfield Hills, Michigan	$53.5K	+$41.2K	1	0.02%	New
5371	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$53.3K	+$17.8K	2	0.03%	Increased
5372	CF Conquis Financial Milbrae, California	$51.8K	+$54.7K	9	0.05%	New
5373	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$50.5K	$0	6	0.02%	Maintained
5374	WVP Worth Venture Partners Fort Lee, New Jersey	$50.5K	-$422K	1	0.5%	Reduced
5375	PPWM PFG Private Wealth Management Lutz, Florida	$49.5K	-$129K	5	0.03%	Reduced