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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
5751	SG Sankala Group Lyons, Colorado	$308K	+$270K	7	0.25%	New
5752	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$306K	$0	1	0.15%	Maintained
5753	1L 10Elms LLP Tulsa, Oklahoma	$306K	$0	2	0.28%	Maintained
5754	TC Tacita Capital Toronto, Ontario, Canada	$304K	+$13K	5	0.18%	Increased
5755	GG GenWealth Group Maplewood, New Jersey	$303K	+$53.6K	1	0.05%	Increased
5756	GFM GEN Financial Management Plymouth, Minnesota	$302K	-$16.6K	1	0.19%	Reduced
5757	PHWM Palatine Hill Wealth Management Birmingham, Michigan	$302K	+$282K	1	0.24%	New
5758	GCP Gill Capital Partners Denver, Colorado	$302K	-$11K	1	0.09%	Reduced
5759	JJBC James J. Burns & Company Melville, New York	$302K	-$269K	1	0.04%	Reduced
5760	RSS Rosenblum Silverman Sutton San Francisco, California	$302K	+$3.13K	1	0.07%	Increased
5761	PMIM Prudent Man Investment Management Louisville, Colorado	$301K	+$123K	6	0.1%	Increased
5762	TFM Trademark Financial Management Bloomington, Minnesota	$301K	-$107K	1	0.17%	Reduced
5763	GCL Gouws Capital LLC Charlotte, North Carolina	$299K	-$18.4K	1	0.16%	Reduced
5764	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$299K	-$735K	1	0.09%	Reduced
5765	PA Prosperity Advisers Fort Washington, Pennsylvania	$298K	+$282K	1	0.25%	New
5766	LWM Level Wealth Management Greensboro, North Carolina	$298K	-$70.8K	1	0.15%	Reduced
5767	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$296K	+$290K	1	0.11%	New
5768	EdgePoint Investment Group Toronto, Ontario, Canada	$296K	-$51.6K	1	0%	Reduced
5769	WA Whipplewood Advisors Littleton, Colorado	$296K	+$16.9K	14	0.19%	Increased
5770	NRW Nova R Wealth Overland Park, Kansas	$296K	-$34.2K	1	0.11%	Reduced
5771	JHC J. Hagan Capital Louisville, Kentucky	$295K	-$18.1K	1	0.16%	Reduced
5772	FSBI Fearless Solutions (Best Invest) San Antonio, Texas	$295K	-$115K	1	0.18%	Reduced
5773	CM Cornerstone Management Duluth, Georgia	$295K	-$45.3K	1	0.05%	Reduced
5774	IC IKE Capital New York	$295K	+$292K	1	0.26%	New
5775	WAM Warberg Asset Management Winnetka, Illinois	$295K	+$160K	2	0.04%	Increased