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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
5726	SI Sprott Inc Toronto, Ontario, Canada	$474K	-$6.13K	2	0.02%	Reduced
5727	5SA 5th Street Advisors Southport, Connecticut	$473K	$0	1	0.18%	Maintained
5728	ODFS O'Donnell Financial Services San Rafael, California	$472K	+$67.6K	1	0.14%	Increased
5729	RP Riverwater Partners Milwaukee, Wisconsin	$468K	-$17.8K	1	0.14%	Reduced
5730	AC Aldebaran Capital Carmel, Indiana	$468K	$0	1	0.35%	Maintained
5731	CPC Cadia Private Client Parsippany, New Jersey	$467K	-$11.3K	1	0.34%	Reduced
5732	SC Schubert & Co Mckinney, Texas	$466K	+$8.45K	1	0.32%	Increased
5733	RPSA Richard P. Slaughter Associates Austin, Texas	$466K	+$423K	2	0.09%	New
5734	BWM BNB Wealth Management Silver Spring, Maryland	$465K	-$792K	1	0.25%	Reduced
5735	JMG Financial Group Downers Grove, Illinois	$464K	-$71.2K	1	0.01%	Reduced
5736	LG LAM Group Lake Oswego, Oregon	$463K	+$54.2K	2	0.23%	Increased
5737	CSF Capital Squared Financial Rockville, Maryland	$463K	+$25.7K	1	0.3%	Increased
5738	VIM VELA Investment Management New Albany, Ohio	$463K	-$1.13M	2	0.1%	Reduced
5739	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$462K	-$129K	13	0.19%	Reduced
5740	LHEI Leo H. Evart Inc Redwood City, California	$462K	+$144K	11	0.37%	Increased
5741	PS Planned Solutions Folsom, California	$461K	+$402K	2	0.13%	New
5742	AFA Allium Financial Advisors Lake Oswego, Oregon	$461K	+$37.6K	1	0.3%	Increased
5743	TBF True Blue Financial Stevensville, Michigan	$457K	$0	1	0.19%	Maintained
5744	ES ETF Store Overland Park, Kansas	$455K	-$95.2K	2	0.38%	Reduced
5745	RFN Redwood Financial Network Solon, Ohio	$455K	+$22.4K	2	0.25%	Increased
5746	PSF Pacific Sun Financial Los Angeles, California	$454K	+$239K	2	0.19%	Increased
5747	WAM Wilsey Asset Management San Diego, California	$454K	+$208K	2	0.07%	Increased
5748	RA Ruggaard & Associates Hudson, Ohio	$451K	+$263K	2	0.16%	Increased
5749	ORAM One River Asset Management Stamford, Connecticut	$451K	-$254K	4	0.15%	Reduced
5750	M Murchinson Toronto, Ontario, Canada	$450K	+$389K	2	0.06%	Increased