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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	CAM Clarity Asset Management Ames, Iowa	$269K	-$49.6K	4	0.14%	Reduced
5852	BI Berkeley Inc Boise, Idaho	$268K	-$38.2K	1	0.09%	Reduced
5853	SA Stewardship Advisors Mount Joy, Pennsylvania	$267K	$0	1	0.06%	Maintained
5854	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$266K	$0	1	0.02%	Maintained
5855	PFM Phillips Financial Management Fort Wayne, Indiana	$265K	-$279K	1	0.02%	Reduced
5856	VWA VERITY Wealth Advisors Sausalito, United States	$265K	-$880K	1	0.18%	Reduced
5857	BF Blankinship & Foster Solana Beach, California	$264K	-$45.5K	1	0.06%	Reduced
5858	MKW Mullaney, Keating & Wright Middletown, Connecticut	$263K	$0	1	0.14%	Maintained
5859	TCM TT Capital Management Coto De Caza, California	$263K	-$1.23K	1	0.22%	Reduced
5860	TA TPG Advisors Northfield, Illinois	$263K	-$14.8K	1	0.16%	Reduced
5861	VIP Viewpoint Investment Partners Calgary, Alberta, Canada	$263K	+$135K	1	0.12%	Increased
5862	RA Resolute Advisors San Francisco, California	$263K	+$290K	1	0.11%	New
5863	FTS Fifth Third Securities Cincinnati, Ohio	$263K	+$3.14K	1	0.02%	Increased
5864	GW Graetz Wealth Jenison, Michigan	$263K	+$47.6K	1	0.23%	Increased
5865	NIWA New Insight Wealth Advisors San Ramon, California	$261K	-$26.8K	1	0.09%	Reduced
5866	SG Sankala Group Lyons, Colorado	$260K	$0	7	0.21%	Maintained
5867	LAMC Longview Asset Management (California) San Rafael, California	$258K	-$5.48K	6	0.14%	Reduced
5868	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$258K	+$55.2K	1	0.09%	Increased
5869	AC ASB Consultores Aventura, Florida	$258K	+$283K	1	0.86%	New
5870	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$256K	-$4.97K	1	0.23%	Reduced
5871	SLP Storen Legacy Partners Zionsville, Indiana	$256K	$0	1	0.08%	Maintained
5872	GSCM Greenfield Seitz Capital Management Dallas, Texas	$256K	-$89.1K	1	0.08%	Reduced
5873	FIT Financially in Tune Stoneham, Massachusetts	$256K	$0	1	0.22%	Maintained
5874	SFA Seneca Financial Advisors Rochester, New York	$256K	-$8.95K	1	0.07%	Reduced
5875	TF Tenzing Financial Williamsburg, Virginia	$255K	+$2.83K	1	0.19%	Increased