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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
5426	VF Vista Finance Clayton, Missouri	$229K	+$195K	1	0.2%	New
5427	WMA William Mack & Associates Troy, Michigan	$229K	+$211K	1	0.15%	New
5428	EA Ergawealth Advisors Oak Brook, Illinois	$228K	+$195K	1	0.1%	New
5429	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$228K	-$1.31K	1	0.07%	Reduced
5430	LKBC L.K. Benson & Company Baltimore, Maryland	$228K	+$205K	1	0.14%	New
5431	CCM Cambridge Capital Management O'fallon, Illinois	$228K	+$203K	1	0.12%	New
5432	FI Financial Insights Tacoma, Washington	$228K	+$205K	1	0.08%	New
5433	Index Fund Advisors Irvine, California	$228K	$0	1	0.01%	Maintained
5434	FLC Fifth Lane Capital Austin, Texas	$227K	+$226K	1	0.27%	New
5435	MWA Muirfield Wealth Advisors Charlotte, North Carolina	$226K	+$183K	1	0.18%	New
5436	AWM Act Wealth Management Plano, Texas	$226K	+$203K	1	0.1%	New
5437	TW Towerpoint Wealth Sacramento, California	$225K	+$190K	1	0.1%	New
5438	VR Valued Retirements Houston, Texas	$224K	+$193K	1	0.25%	New
5439	OC OxenFree Capital Satellite Beach, Florida	$224K	+$205K	1	0.14%	New
5440	KDA Kraft Davis & Associates St. Louis, Missouri	$224K	+$179K	1	0.06%	New
5441	IWB Innovative Wealth Building California, Maryland	$223K	+$983	1	0.19%	Increased
5442	CSIA Carl Stuart Investment Advisor Austin, Texas	$223K	$0	1	0.11%	Maintained
5443	WF WinCap Financial Boston, Massachusetts	$222K	+$190K	1	0.18%	New
5444	SGI Swan Global Investments Durango, Colorado	$222K	+$205K	1	0.01%	New
5445	MFA Morling Financial Advisors Fremont, California	$222K	-$194K	1	0.07%	Reduced
5446	BF Bonfire Financial Colorado Springs, Colorado	$222K	+$191K	1	0.18%	New
5447	VP Verisail Partners Chamblee, Georgia	$221K	+$200K	1	0.09%	New
5448	SA SPG Advisors Kirkland, Washington	$221K	+$199K	1	2.64%	New
5449	NF NavPoint Financial Prior Lake, Minnesota	$220K	+$189K	1	0.13%	New
5450	MPCA Madison Park Capital Advisors Seattle, Washington	$219K	-$171K	1	0.18%	Reduced