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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
5776	WAM Warberg Asset Management Winnetka, Illinois	$295K	+$160K	2	0.04%	Increased
5777	MPIA Milestones Private Investment Advisors Fairport, New York	$294K	+$9.94K	1	0.2%	Increased
5778	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$292K	$0	1	0.27%	Maintained
5779	CC Constitution Capital Shelton, Connecticut	$290K	-$1.29M	1	0.14%	Reduced
5780	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$290K	-$455K	2	3.54%	Reduced
5781	NCM Neumann Capital Management Foster City, California	$289K	-$55.1K	1	0.08%	Reduced
5782	GPCM Guardsman Private Capital Management Sarasota, Florida	$289K	+$261K	1	0.23%	New
5783	FC Fiduciary Counselling Saint Paul, Minnesota	$286K	+$280K	1	0.76%	New
5784	WWM Waterway Wealth Management The Woodlands, Texas	$285K	+$270K	1	0.06%	New
5785	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$285K	-$40.4K	15	0.15%	Reduced
5786	VA Verdad Advisers Boston, Massachusetts	$284K	+$289K	1	0.33%	New
5787	VWA Valued Wealth Advisors Holladay, Utah	$283K	+$15.3K	17	0.12%	Increased
5788	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$283K	+$1.91K	1	0.17%	Increased
5789	G Gainplan Bloomfield Hills, Michigan	$281K	+$298K	2	0.11%	New
5790	PWM Pacific Wealth Management San Diego, California	$281K	-$13.2K	1	0.13%	Reduced
5791	LAMC Longview Asset Management (California) San Rafael, California	$281K	+$45.1K	6	0.15%	Increased
5792	CSIA Carl Stuart Investment Advisor Austin, Texas	$280K	$0	1	0.25%	Maintained
5793	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$280K	+$58.4K	11	0.14%	Increased
5794	CF Calder Financial Downingtown, Pennsylvania	$279K	+$280K	1	0.27%	New
5795	Legacy Financial Group (Iowa) Des Moines, Iowa	$277K	$0	1	0.03%	Maintained
5796	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$277K	+$48.6K	1	0.03%	Increased
5797	GIM Guild Investment Management Los Angeles, California	$276K	+$3.91K	1	0.2%	Increased
5798	FFW Fusion Family Wealth Woodbury, New York	$275K	$0	1	0.02%	Maintained
5799	TP TenCore Partners New York	$274K	+$270K	1	0.14%	New
5800	DC Dahring Cusmano Novi, Michigan	$273K	$0	1	0.19%	Maintained