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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	JCP JB Capital Partners Armonk, New York	$231K	$0	1	0.04%	Maintained
5927	KWM KRM Wealth Management Reno, Nevada	$231K	+$314	1	0.12%	Increased
5928	PP Paladin Partners Hartland, Wisconsin	$230K	+$20.3K	6	0.17%	Increased
5929	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$230K	$0	6	0.14%	Maintained
5930	SAFS S&A Financial Services Overland Park, Kansas	$230K	+$255K	1	0.16%	New
5931	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$230K	-$4.05K	3	0.12%	Reduced
5932	Saturna Capital Bellingham, Washington	$229K	-$6.36K	1	0%	Reduced
5933	AWP Astra Wealth Partners Jersey City, New Jersey	$229K	-$63.8K	1	0.14%	Reduced
5934	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$228K	-$284K	1	0.12%	Reduced
5935	RK Rather & Kittrell Knoxville, Tennessee	$228K	+$19.1K	1	0.04%	Increased
5936	CHWM Cauble & Harre Wealth Management Saint Louis, Missouri	$228K	$0	1	0.18%	Maintained
5937	EPG Estate Planners Group Yardley, Pennsylvania	$228K	-$301K	1	0.11%	Reduced
5938	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$228K	$0	1	0.16%	Maintained
5939	EWL Emissary Wealth LLC Hackensack, New Jersey	$228K	-$143K	1	0.21%	Reduced
5940	AFG ABLE Financial Group Scottsdale, Arizona	$227K	-$223K	1	0.04%	Reduced
5941	DIM DC Investments Management Mclean, Virginia	$227K	+$232K	1	0.09%	New
5942	OAJ Ogorek Anthony Joseph Williamsville, New York	$227K	-$6.64K	13	0.06%	Reduced
5943	VBA von Borstel & Associates The Dalles, Oregon	$227K	+$2.2K	1	0.05%	Increased
5944	BFP Birchwood Financial Partners Bloomington, Minnesota	$227K	-$16.6K	4	0.22%	Reduced
5945	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$226K	-$129K	1	0.14%	Reduced
5946	ORC O'Rourke & Company Boston, Massachusetts	$225K	-$5.96K	1	0.09%	Reduced
5947	DC Dahring Cusmano Novi, Michigan	$225K	$0	1	0.14%	Maintained
5948	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$224K	-$296K	1	0.17%	Reduced
5949	GC Gould Capital Tacoma, Washington	$224K	+$17K	5	0.14%	Increased
5950	OCA Odyssey Capital Advisors Bala Cynwyd, Pennsylvania	$224K	+$227K	1	0.2%	New