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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
5526	PWM Proathlete Wealth Management Boca Raton, Florida	$222K	-$41.7K	3	0.06%	Reduced
5527	MPM MBB Public Markets Chicago, Illinois	$220K	-$4.31M	1	0.03%	Reduced
5528	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$220K	$0	5	0.14%	Maintained
5529	TW Towerpoint Wealth Sacramento, California	$220K	-$25.5K	1	0.09%	Reduced
5530	BAS Breakthru Advisory Services Muskego, Wisconsin	$220K	+$195K	1	0.14%	New
5531	CSF Capital Squared Financial Rockville, Maryland	$219K	+$199K	1	0.19%	New
5532	WFA Websterrogers Financial Advisors Florence, South Carolina	$219K	+$202K	1	0.07%	New
5533	CA CV Advisors Aventura, Florida	$219K	+$194K	1	0.06%	New
5534	MSA McAlister Sweet & Associates Houston, Texas	$219K	-$891K	1	0.14%	Reduced
5535	WAG Windsor Advisory Group Columbus, Ohio	$219K	+$204K	2	0.19%	New
5536	BCM Bluefin Capital Management New York	$219K	-$477K	1	0.07%	Reduced
5537	MAG Mokosak Advisory Group Urbandale, Iowa	$218K	+$194K	1	0.06%	New
5538	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$218K	+$201K	1	0.21%	New
5539	GCS Gordian Capital (Singapore) Singapore	$218K	-$394K	4	0.29%	Reduced
5540	AC Annandale Capital Dallas, Texas	$217K	$0	1	0.04%	Maintained
5541	ITB Idaho Trust Bank Boise, Idaho	$216K	+$200K	1	0.07%	New
5542	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$216K	-$40.9K	1	0.01%	Reduced
5543	FIBT First International Bank & Trust Watford City, North Dakota	$216K	-$223K	1	0.08%	Reduced
5544	STFP Signal Tree Financial Partners Copley, Ohio	$215K	+$196K	1	0.17%	New
5545	MPCA Madison Park Capital Advisors Seattle, Washington	$215K	-$11.3K	1	0.18%	Reduced
5546	W WorthPointe La Jolla, California	$215K	+$195K	1	0.08%	New
5547	UFPG United Financial Planning Group Hauppauge, New York	$214K	+$211K	5	0.14%	New
5548	SWM Seaside Wealth Management Carlsbad, California	$214K	-$2.3K	1	0.06%	Reduced
5549	LFA Longview Financial Advisors Huntsville, Alabama	$213K	+$194K	1	0.15%	New
5550	PTC Petrus Trust Company Dallas, Texas	$213K	-$2.37M	1	0.02%	Reduced