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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	JFG JDM Financial Group Austin, Texas	$255K	+$5.44K	8	0.1%	Increased
5877	TF Threadgill Financial Spring, Texas	$255K	-$3.45M	1	0.07%	Reduced
5878	MS Monetary Solutions Dayton, Ohio	$254K	-$3.13K	8	0.25%	Reduced
5879	RS Retirement Solution Redmond, Washington	$254K	-$411K	1	0.06%	Reduced
5880	EA Ergawealth Advisors Oak Brook, Illinois	$253K	+$5.66K	1	0.11%	Increased
5881	FFW Fusion Family Wealth Woodbury, New York	$253K	$0	1	0.02%	Maintained
5882	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$253K	-$241K	1	0.07%	Reduced
5883	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$253K	$0	1	0.13%	Maintained
5884	MAS MPWM Advisory Solutions Alpharetta, Georgia	$253K	-$11.4K	10	0.13%	Reduced
5885	MI Moneywise Inc Forest, Virginia	$253K	$0	1	0.11%	Maintained
5886	B Bellecapital Zurich, Switzerland	$252K	-$201K	1	0.05%	Reduced
5887	BWG Berry Wealth Group Granbury, Texas	$252K	+$1.23K	1	0.94%	Increased
5888	NWS Nvest Wealth Strategies Powell, Ohio	$252K	+$16.7K	10	0.18%	Increased
5889	HI Human Investing Lake Oswego, Oregon	$252K	+$10.9K	1	0.04%	Increased
5890	EWA EQ Wealth Advisors Dallas, Texas	$251K	-$276K	1	0.15%	Reduced
5891	PFA Professional Financial Advisors North Platte, Nebraska	$250K	+$255K	1	0.05%	New
5892	SHF Stage Harbor Financial Westwood, Massachusetts	$249K	+$20.9K	1	0.17%	Increased
5893	TFS Targeted Financial Services Seminole, Florida	$249K	$0	1	0.2%	Maintained
5894	SC Summa Corp Tomball, Texas	$249K	-$25.4K	1	0.1%	Reduced
5895	EAP Elevation Advisory Partners Orlando, Florida	$248K	+$228K	1	0.23%	New
5896	WF WinCap Financial Boston, Massachusetts	$246K	+$18.9K	1	0.16%	Increased
5897	TWM Trinity Wealth Management Berwyn, Pennsylvania	$245K	-$24.6K	1	0.09%	Reduced
5898	NL NDWM LLC La Jolla, California	$244K	$0	1	0.16%	Maintained
5899	EFG Everest Financial Group Minneapolis, Minnesota	$244K	+$255K	1	0.04%	New
5900	FI Fosun International Hong Kong, China	$244K	-$238K	1	0.06%	Reduced