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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
5851	NAC NI Acquisitions Company Lemoyne, Pennsylvania	$357K	+$347K	2	0.15%	New
5852	APW Atlantic Private Wealth Chapel Hill, North Carolina	$356K	-$40K	12	0.22%	Reduced
5853	SWA Strategic Wealth Advisors Scottsdale, Arizona	$355K	+$14.9K	9	0.3%	Increased
5854	TP TenCore Partners New York	$354K	+$36.8K	1	0.28%	Increased
5855	PFM Phillips Financial Management Fort Wayne, Indiana	$354K	+$4.38K	1	0.03%	Increased
5856	TC Toews Corporation Northfield, New Jersey	$353K	+$387K	5	0.05%	New
5857	TFS Targeted Financial Services Seminole, Florida	$353K	+$84.8K	1	0.26%	Increased
5858	HP Hikari Power Tokyo, Japan	$352K	-$2.54M	1	0.04%	Reduced
5859	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$352K	+$236K	1	0.17%	Increased
5860	VC Veery Capital Wilmington, Delaware	$351K	-$12.8K	1	0.09%	Reduced
5861	KF Ketron Financial Novato, California	$351K	-$47.7K	1	0.11%	Reduced
5862	CCA Carrera Capital Advisors Troy, Michigan	$351K	-$395K	1	0.05%	Reduced
5863	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$349K	+$37.6K	1	0.04%	Increased
5864	VWA VERITY Wealth Advisors Sausalito, United States	$349K	$0	1	0.21%	Maintained
5865	AGAM Audent Global Asset Management West Hollywood, California	$345K	+$445	1	0.38%	Increased
5866	EP Essential Planning Portsmouth, New Hampshire	$343K	-$399K	1	0.1%	Reduced
5867	TWML Todd Wealth Management, LLC Venice, Florida	$342K	-$223K	1	0.26%	Reduced
5868	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$342K	-$177K	1	0.08%	Reduced
5869	GC Gould Capital Tacoma, Washington	$341K	+$29.6K	8	0.19%	Increased
5870	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$341K	+$286K	1	0.17%	New
5871	MS Monetary Solutions Dayton, Ohio	$341K	+$86.9K	10	0.29%	Increased
5872	CFG Compton Financial Group Towson, Maryland	$341K	$0	1	0.07%	Maintained
5873	QC Quantessence Capital New York	$339K	-$837K	1	1%	Reduced
5874	ICMM Integrated Capital Management (Michigan) Bloomfield, Michigan	$339K	+$1.59K	1	0.12%	Increased
5875	PAM Pacific Asset Management Gig Harbor, Washington	$338K	-$2.23K	1	0.17%	Reduced