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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	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$345K	+$328K	8	0.32%	New
5702	WPW Winthrop Partners - WNY Buffalo, New York	$343K	+$312K	1	0.18%	New
5703	CIM Caldwell Investment Management Toronto, Ontario, Canada	$342K	+$298K	1	0.21%	New
5704	MAM Markin Asset Management Rye, New York	$341K	+$348K	1	0.38%	New
5705	Planning Center Inc Moline, Illinois	$341K	-$215K	1	0.03%	Reduced
5706	Asset Advisors Investment Management Augusta, Georgia	$340K	-$20.7K	1	0.03%	Reduced
5707	Austin Asset Management Austin, Texas	$340K	$0	1	0.06%	Maintained
5708	CFG Compton Financial Group Towson, Maryland	$339K	+$82.3K	1	0.08%	Increased
5709	CWA Choice Wealth Advisors Waterville, Maine	$339K	$0	1	0.13%	Maintained
5710	BAM Burkett Asset Management Victoria,	$338K	+$315K	1	0.34%	New
5711	Nelson Capital Management Menlo Park, California	$338K	$0	1	0.04%	Maintained
5712	VF Vawter Financial Columbus, Ohio	$338K	-$16.9K	1	0.14%	Reduced
5713	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$337K	-$8.02K	4	0.17%	Reduced
5714	AWM Act Wealth Management Plano, Texas	$337K	+$319K	1	0.11%	New
5715	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$335K	+$7.82K	1	0.18%	Increased
5716	IW Imprint Wealth Mount Pleasant, South Carolina	$335K	-$72K	6	1.56%	Reduced
5717	MC Matters Capital Miami, Florida	$333K	+$339K	1	0.27%	New
5718	2L 25 LLC St. Louis, Missouri	$333K	+$316K	1	0.11%	New
5719	BF Blankinship & Foster Solana Beach, California	$331K	-$823	1	0.07%	Reduced
5720	GFG Greenbush Financial Group Albany, New York	$331K	+$337K	1	0.11%	New
5721	Arkos Global Advisors Houston, Texas	$330K	-$398K	1	0.04%	Reduced
5722	SFS Sunrise Financial Services Burien, Washington	$329K	+$326K	15	0.25%	New
5723	GWA Genesis Wealth Advisors Braintree, Massachusetts	$329K	$0	1	0.23%	Maintained
5724	SA Sage Advisors Boulder, Colorado	$327K	+$328K	2	0.22%	New
5725	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$326K	+$4.33K	13	0.29%	Increased