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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
5876	SG Somerset Group Wayzata, Minnesota	$244K	-$11.5K	1	0.18%	Reduced
5877	LAA Liberty Atlantic Advisors Allen, Texas	$243K	+$241K	1	0.24%	New
5878	FIT Financially in Tune Stoneham, Massachusetts	$243K	+$230K	1	0.23%	New
5879	MSF Mustard Seed Financial Magnolia, Arkansas	$243K	$0	1	0.15%	Maintained
5880	1NWS 1 North Wealth Services Annapolis, Maryland	$242K	+$117K	7	0.09%	Increased
5881	CP Clarendon Private Boston, Massachusetts	$242K	+$22.1K	1	0.21%	Increased
5882	PJC Phillip James Consulting Plymouth, Minnesota	$242K	+$214K	7	4.27%	New
5883	EP EPIQ Partners Minneapolis, Minnesota	$242K	$0	1	0.11%	Maintained
5884	HWA HighRoad Wealth Advisors Coos Bay, Oregon	$242K	+$239K	1	0.23%	New
5885	HA Heffernan Advisory Flagstaff, Arizona	$242K	+$246K	1	0.23%	New
5886	LODC Lanham O'Dell & Company Hurricane, West Virginia	$242K	-$19K	1	0.07%	Reduced
5887	AI Arrien Investments Boise, Idaho	$242K	+$3.29K	1	0.14%	Increased
5888	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$240K	+$237K	12	0.22%	New
5889	BI Beckerman Institutional Ocean Grove, New Jersey	$240K	-$905	1	0.13%	Reduced
5890	LRWA Long Run Wealth Advisors Lake Placid, New York	$239K	+$301	1	0.05%	Increased
5891	EMC Everest Management Corp Cupertino, California	$239K	-$182K	1	0.13%	Reduced
5892	TWM Tolleson Wealth Management Dallas, Texas	$239K	-$215K	1	0.03%	Reduced
5893	IW Instrumental Wealth Tampa, Florida	$239K	+$60.1K	1	0.14%	Increased
5894	CWA Capital Wealth Alliance Scottsdale, Arizona	$238K	+$180K	1	0.1%	New
5895	RTL Red Tortoise LLC Atlanta, Georgia	$237K	$0	13	0.1%	Maintained
5896	FTIA Four Tree Island Advisory Portsmouth, New Hampshire	$237K	-$18.7K	1	0.13%	Reduced
5897	BSAM Blue Square Asset Management New York	$237K	$0	1	0.11%	Maintained
5898	Caledonia Investments (Australia) Sydney NSW, Australia	$237K	$0	1	0%	Maintained
5899	CHWM Cauble & Harre Wealth Management Saint Louis, Missouri	$237K	+$231K	1	0.2%	New
5900	SC Summa Corp Tomball, Texas	$236K	-$14.3K	1	0.1%	Reduced