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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
5701	CG Curat Global Springfield, New Hampshire	$495K	-$989	5	0.4%	Reduced
5702	OPWM Oregon Pacific Wealth Management Medford, Oregon	$494K	+$89.4K	2	0.46%	Increased
5703	WPA Winning Points Advisors Boca Raton, Florida	$493K	-$210K	1	0.65%	Reduced
5704	ANBOT American National Bank of Texas Richardson, Texas	$492K	+$9.53K	2	0.45%	Increased
5705	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$491K	+$89.4K	13	0.38%	Increased
5706	PS Pinney & Scofield Cambridge, Massachusetts	$490K	+$31.8K	4	0.24%	Increased
5707	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$490K	-$252K	1	0.33%	Reduced
5708	LOIP Live Oak Investment Partners Austin, Texas	$489K	+$73.8K	1	0.26%	Increased
5709	CFG CKW Financial Group Honolulu, Hawaii	$488K	+$32.4K	8	0.05%	Increased
5710	UIA Ulland Investment Advisors Minneapolis, Minnesota	$488K	+$7.2K	5	0.36%	Increased
5711	FWP Family Wealth Partners Matthews, North Carolina	$487K	-$374K	2	0.15%	Reduced
5712	VL Vima LLC Troy, Michigan	$487K	+$444K	7	0.47%	New
5713	AAA American Alpha Advisors New York	$486K	+$3.77K	1	0.26%	Increased
5714	GF Gimbal Financial Carmel, Indiana	$485K	+$483K	2	0.3%	New
5715	CWM Cherrydale Wealth Management Hoboken, New Jersey	$483K	-$251K	2	0.13%	Reduced
5716	WF Warner Financial Bethesda, Maryland	$483K	-$325K	1	0.14%	Reduced
5717	WPW Winthrop Partners - WNY Buffalo, New York	$483K	$0	1	0.24%	Maintained
5718	DF DecisionPoint Financial Mesa, Arizona	$482K	+$39.7K	45	0.09%	Increased
5719	MASECO Private Wealth London,	$481K	+$317K	4	0.01%	Increased
5720	DWM DWR Wealth Management San Jose, California	$479K	$0	1	0.36%	Maintained
5721	G Gainplan Bloomfield Hills, Michigan	$479K	+$261K	2	0.19%	Increased
5722	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$478K	+$476K	1	0.31%	New
5723	IW Instrumental Wealth Tampa, Florida	$478K	+$199K	2	0.24%	Increased
5724	UA URS Advisory Jupiter, Florida	$476K	-$5.68K	1	0.26%	Reduced
5725	SL SFM LLC Manchester, New Hampshire	$475K	-$118K	1	0.24%	Reduced