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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
5976	MA Mosaic Advisors Houston, Texas	$216K	-$330K	1	0.32%	Reduced
5977	JRSI Jeter Robert S II	$216K	+$239K	1	0.21%	New
5978	WF Willow Financial Rogers, Arkansas	$216K	-$2.7M	1	0.22%	Reduced
5979	3FI 3 Factor Indexing Sacramento, California	$215K	+$227K	15	0.2%	New
5980	WCL Wealth Care LLC Merritt Island, Florida	$214K	+$224K	1	0.19%	New
5981	CWM Core Wealth Management Jupiter, Florida	$214K	+$13.8K	1	0.07%	Increased
5982	CANC Culbertson A N & Co Charlottesville, Virginia	$214K	+$245K	1	0.03%	New
5983	KDA Kraft Davis & Associates St. Louis, Missouri	$214K	-$314K	1	0.05%	Reduced
5984	MFG Mustico Financial Group Elmira, New York	$213K	+$15.3K	1	0.15%	Increased
5985	LTM Lotus Technology Management Orlando, Florida	$213K	+$215K	1	0.79%	New
5986	SWM SpringVest Wealth Management Dallas, Texas	$212K	$0	1	0.14%	Maintained
5987	AA Auctus Advisors Charlotte, North Carolina	$212K	$0	1	0.2%	Maintained
5988	AFA Arlington Financial Advisors Santa Barbara, California	$212K	$0	1	0.03%	Maintained
5989	RA Ruggaard & Associates Hudson, Ohio	$211K	+$200K	1	0.08%	New
5990	SJGA Stephen J. Garry & Associates Garden City, New York	$211K	-$22.8K	1	0.17%	Reduced
5991	HAS Horizon Advisory Services West Henrietta, New York	$211K	$0	1	0.11%	Maintained
5992	CC Capital Counsel New York	$211K	$0	1	0.01%	Maintained
5993	CCM Cloud Capital Management Seattle, Washington	$211K	+$10.9K	1	0.09%	Increased
5994	RC Rahlfs Capital Lake Kiowa, Texas	$211K	+$215K	1	0.16%	New
5995	R Rebalance Palo Alto, California	$211K	-$201K	1	0.01%	Reduced
5996	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$210K	-$30.7K	1	0.11%	Reduced
5997	W WorthPointe La Jolla, California	$210K	+$1.57K	1	0.06%	Increased
5998	WVP Worth Venture Partners Fort Lee, New Jersey	$209K	-$426K	2	0.66%	Reduced
5999	1NWS 1 North Wealth Services Annapolis, Maryland	$209K	-$36.1K	11	0.08%	Reduced
6000	PCM Park Capital Management Madison, Wisconsin	$209K	-$876K	1	0.2%	Reduced