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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	CSF Capital Squared Financial Rockville, Maryland	$328K	+$132K	1	0.25%	Increased
5752	CF Calder Financial Downingtown, Pennsylvania	$328K	+$1.6K	1	0.33%	Increased
5753	PWM Pacific Wealth Management San Diego, California	$327K	-$45.4K	1	0.18%	Reduced
5754	JBI John Boyer Inc Tampa, Florida	$327K	-$240K	1	0.33%	Reduced
5755	AM Atwater Malick Lancaster, Pennsylvania	$327K	-$212K	1	0.09%	Reduced
5756	CCP Cassia Capital Partners Winston Salem, North Carolina	$327K	+$54.3K	1	0.17%	Increased
5757	VFG Valley Financial Group Ambler, Pennsylvania	$325K	-$214K	1	0.18%	Reduced
5758	DFG Dynamic Financial Group Cedar Falls, Iowa	$324K	-$76.7K	1	0.27%	Reduced
5759	GL Gerber LLC Columbus, Ohio	$324K	-$228K	1	0.18%	Reduced
5760	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$324K	+$34.2K	1	0.24%	Increased
5761	SWM Sherman Wealth Management Gaithersburg, Maryland	$323K	+$629	1	0.28%	Increased
5762	ACA Adirondack Capital Advisors Syracuse, New York	$322K	+$127K	1	0.21%	Increased
5763	GIM Guild Investment Management Los Angeles, California	$320K	$0	1	0.23%	Maintained
5764	IWAO Independence Wealth Advisors (Ohio) Independence, Ohio	$319K	+$330K	1	0.17%	New
5765	UFPG United Financial Planning Group Hauppauge, New York	$319K	+$67.3K	14	0.19%	Increased
5766	RSS Rosenblum Silverman Sutton San Francisco, California	$317K	$0	1	0.08%	Maintained
5767	AG Advocate Group Minnetonka, Minnesota	$317K	$0	1	0.05%	Maintained
5768	CWM Concentrum Wealth Management San Jose, California	$317K	$0	1	0.09%	Maintained
5769	AGAM Audent Global Asset Management West Hollywood, California	$316K	-$21.9K	1	0.32%	Reduced
5770	AFA Allium Financial Advisors Lake Oswego, Oregon	$316K	-$95.5K	1	0.25%	Reduced
5771	WAM WealthCare Asset Management Springfield, Missouri	$316K	-$9.17K	1	0.34%	Reduced
5772	MFG Marmo Financial Group Johnson City, Tennessee	$315K	$0	1	0.16%	Maintained
5773	VWS Virtus Wealth Solutions Cranford, New Jersey	$315K	-$647K	1	0.06%	Reduced
5774	CFG Compton Financial Group Towson, Maryland	$313K	+$3.42K	1	0.07%	Increased
5775	LFA Longview Financial Advisors Huntsville, Alabama	$313K	+$59.1K	4	0.19%	Increased