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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
5651	CCM Chaney Capital Management Lynnwood, Washington	$531K	$0	1	0.17%	Maintained
5652	WAG Wheelhouse Advisory Group St. Louis, Missouri	$531K	+$67.2K	1	0.15%	Increased
5653	FGWP Founders Grove Wealth Partners Richmond, Virginia	$531K	-$618K	2	0.11%	Reduced
5654	Harris Associates Chicago, Illinois	$530K	$0	2	0%	Maintained
5655	GFG Grantvest Financial Group Matawan, New Jersey	$528K	+$287K	2	0.31%	Increased
5656	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$528K	+$30.9K	1	0.3%	Increased
5657	OCFG O'Connor Financial Group Quincy, Illinois	$527K	+$6.05K	2	0.19%	Increased
5658	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$527K	-$306K	2	0.05%	Reduced
5659	FFAS FIG Financial Advisory Services Oklahoma City, Oklahoma	$527K	-$24.1K	1	0.31%	Reduced
5660	SCM Semanteon Capital Management Newton, Massachusetts	$527K	+$521K	2	2.38%	New
5661	AFO Allie Family Office Miami, Florida	$526K	+$243K	1	0.19%	Increased
5662	RRMM Regatta Research & Money Management Metairie, Louisiana	$524K	+$520K	11	0.5%	New
5663	KF K2 Financial Glendora, California	$523K	$0	1	0.37%	Maintained
5664	P Palladiem Bryn Mawr, Pennsylvania	$523K	+$74.6K	6	0.51%	Increased
5665	SWM Sagace Wealth Management St. Petersburg, Florida	$522K	-$214K	2	0.33%	Reduced
5666	TPF Tribridge Partners Financial Columbia, Maryland	$520K	+$177K	2	0.2%	Increased
5667	HBFP Henderson Brothers Financial Partners Pittsburgh, Pennsylvania	$518K	-$765K	2	0.25%	Reduced
5668	PWM Partnership Wealth Management Towson, Maryland	$517K	$0	1	0.35%	Maintained
5669	BFAG Blackston Financial Advisory Group The Villages, Florida	$517K	+$250K	2	0.29%	Increased
5670	MWM Madrid Wealth Management Albuquerque, New Mexico	$516K	-$554K	1	0.34%	Reduced
5671	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$515K	+$219K	2	0.31%	Increased
5672	RB Richmond Brothers Jackson, Michigan	$515K	+$598K	2	0.27%	Increased
5673	GC Grange Capital Beaverton, Oregon	$514K	-$1.05M	2	0.47%	Reduced
5674	GVCM Global View Capital Management Waukesha, Wisconsin	$513K	-$259K	2	0.11%	Reduced
5675	SFSG Sound Financial Strategies Group Madison, Mississippi	$513K	+$179K	2	0.33%	Increased