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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
5926	SAFS S&A Financial Services Overland Park, Kansas	$303K	+$313	1	0.19%	Increased
5927	FZCM Flynn Zito Capital Management Garden City, New York	$303K	$0	1	0.08%	Maintained
5928	Delta Accumulation LLC Sausalito, California	$303K	$0	1	0.01%	Maintained
5929	VR Valued Retirements Houston, Texas	$302K	$0	1	0.27%	Maintained
5930	BAM BOCHK Asset Management Hong Kong	$302K	+$286K	2	0.05%	New
5931	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$301K	+$313	1	0.15%	Increased
5932	SGWM Sterling Group Wealth Management Pasadena, California	$301K	+$313K	1	0.12%	New
5933	PMIM Prudent Man Investment Management Louisville, Colorado	$301K	$0	6	0.1%	Maintained
5934	PWA Perspective Wealth Advisors Loveland, Colorado	$301K	+$299K	1	0.17%	New
5935	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$300K	$0	1	0.19%	Maintained
5936	MKA M. Kulyk & Associates Decatur, Georgia	$299K	+$350K	1	0.05%	New
5937	IFS Integrated Financial Solutions Reston, Virginia	$299K	+$297K	1	0.16%	New
5938	JFG JDM Financial Group Austin, Texas	$298K	+$26.2K	8	0.1%	Increased
5939	FTS Fifth Third Securities Cincinnati, Ohio	$298K	-$7.1K	1	0.02%	Reduced
5940	VBA von Borstel & Associates The Dalles, Oregon	$298K	$0	1	0.06%	Maintained
5941	AMG APS Management Group Torrance, California	$298K	-$742K	1	0.23%	Reduced
5942	OFP OFC Financial Planning Short Hills, New Jersey	$296K	+$58.7K	1	0.26%	Increased
5943	SFS Sunrise Financial Services Burien, Washington	$295K	-$10.8K	17	0.18%	Reduced
5944	HAS Horizon Advisory Services West Henrietta, New York	$294K	+$13.1K	1	0.12%	Increased
5945	RHIG R.H. Investment Group Scottsdale, Arizona	$292K	$0	1	0.22%	Maintained
5946	HFG Harborfront Financial Group Ludington, Michigan	$291K	+$284K	10	1.1%	New
5947	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$290K	+$541	1	0.04%	Increased
5948	CSIA Carl Stuart Investment Advisor Austin, Texas	$290K	$0	1	0.12%	Maintained
5949	TW Towerpoint Wealth Sacramento, California	$289K	+$13.1K	1	0.1%	Increased
5950	CHWM Cauble & Harre Wealth Management Saint Louis, Missouri	$287K	$0	1	0.23%	Maintained