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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
5801	G Gainplan Bloomfield Hills, Michigan	$298K	+$61.7K	1	0.22%	Increased
5802	SG Somerset Group Wayzata, Minnesota	$298K	+$11.9K	1	0.22%	Increased
5803	BFP Beacon Financial Planning Hyannis, Massachusetts	$297K	+$311K	1	0.12%	New
5804	ODFS O'Donnell Financial Services San Rafael, California	$297K	+$314	1	0.1%	Increased
5805	FTIA Four Tree Island Advisory Portsmouth, New Hampshire	$297K	$0	1	0.15%	Maintained
5806	JHC J. Hagan Capital Louisville, Kentucky	$297K	+$27K	1	0.16%	Increased
5807	AAMC Asset Allocation & Management Company Chicago, Illinois	$296K	$0	1	0.11%	Maintained
5808	BMC Bear Mountain Capital Seattle, Washington	$296K	-$43.9K	11	0.09%	Reduced
5809	SWM SilverOak Wealth Management Edina, Minnesota	$296K	-$115K	1	0.05%	Reduced
5810	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$295K	$0	1	0.05%	Maintained
5811	CSIA Carl Stuart Investment Advisor Austin, Texas	$295K	$0	1	0.13%	Maintained
5812	WT WHI Trust Chicago, Illinois	$293K	$0	3	0.22%	Maintained
5813	MFG Mainsail Financial Group Bellevue, Washington	$293K	$0	1	0.12%	Maintained
5814	SFSG Sound Financial Strategies Group Madison, Mississippi	$290K	-$409K	1	0.2%	Reduced
5815	TBF True Blue Financial Stevensville, Michigan	$289K	$0	1	0.23%	Maintained
5816	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$288K	+$301K	1	0.11%	New
5817	NCM Neumann Capital Management Foster City, California	$287K	-$59.5K	1	0.08%	Reduced
5818	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$287K	-$375K	1	0.04%	Reduced
5819	TPF Tribridge Partners Financial Columbia, Maryland	$286K	$0	1	0.12%	Maintained
5820	EA Evergreen Advisors Chattanooga, Tennessee	$286K	+$307K	5	0.07%	New
5821	OWA OakTrust Wealth Advisors Wilton, Connecticut	$286K	$0	1	0.26%	Maintained
5822	CCI Credit Capital Investments Livingston, New Jersey	$285K	$0	1	0.26%	Maintained
5823	FHB First Hawaiian Bank Honolulu, Hawaii	$285K	$0	1	0.04%	Maintained
5824	DC Darrow Company Needham, Massachusetts	$284K	+$3.98K	1	0.13%	Increased
5825	AWMG Alliance Wealth Management Group Flemington, New Jersey	$284K	+$47.1K	1	0.06%	Increased