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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
5951	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$220K	-$250K	1	0.04%	Reduced
5952	ORC O'Rourke & Company Boston, Massachusetts	$220K	-$5.21K	1	0.09%	Reduced
5953	OR Olympiad Research Stamford, Connecticut	$220K	-$1.37M	1	0.58%	Reduced
5954	AAM Ackerman Asset Management Rockville, Maryland	$220K	$0	1	0.15%	Maintained
5955	PBF Petix & Botte Financial La Mesa, California	$219K	-$10.1K	1	0.05%	Reduced
5956	CWM Core Wealth Management Jupiter, Florida	$219K	-$15.4K	1	0.07%	Reduced
5957	BC Brio Consultants San Francisco, California	$218K	+$206K	1	0.03%	New
5958	HCP Hardin Capital Partners Greenville, South Carolina	$218K	+$222K	1	0.1%	New
5959	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$217K	$0	1	0.01%	Maintained
5960	CAM CenterStar Asset Management Chicago, Illinois	$217K	+$218K	1	0.06%	New
5961	CAG Centerpoint Advisory Group Overland Park, Kansas	$217K	-$4.71K	1	0.17%	Reduced
5962	LAS Legacy Advisory Services Exton, Pennsylvania	$216K	+$178K	1	0.16%	New
5963	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$216K	-$8.61K	4	0.11%	Reduced
5964	WFA Websterrogers Financial Advisors Florence, South Carolina	$216K	$0	1	0.06%	Maintained
5965	OAJ Ogorek Anthony Joseph Williamsville, New York	$216K	-$41.5K	13	0.06%	Reduced
5966	VC Veery Capital Wilmington, Delaware	$216K	-$1.2K	1	0.07%	Reduced
5967	FF Foundry Financial Pasadena, California	$215K	+$219K	1	0.11%	New
5968	TPW Turn8 Private Wealth Pointe Claire,	$214K	-$4.09M	1	0.15%	Reduced
5969	RK Rather & Kittrell Knoxville, Tennessee	$214K	+$18.6K	1	0.03%	Increased
5970	MI Moneywise Inc Forest, Virginia	$214K	-$436K	1	0.09%	Reduced
5971	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$214K	-$4.05K	6	0.14%	Reduced
5972	MSA McAlister Sweet & Associates Houston, Texas	$213K	$0	1	0.16%	Maintained
5973	VPW Vericrest Private Wealth Newtown, Pennsylvania	$213K	+$202K	1	0.19%	New
5974	PP Paladin Partners Hartland, Wisconsin	$212K	+$206K	5	0.16%	New
5975	WCM Wealthcare Capital Management Richmond, Virginia	$212K	+$201K	1	0.02%	New