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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
6026	PRI Prepared Retirement Institute Lansdale, Pennsylvania	$248K	-$286K	1	0.11%	Reduced
6027	HP HT Partners Centerbrook, Connecticut	$248K	$0	1	0.07%	Maintained
6028	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$248K	-$299K	1	0.16%	Reduced
6029	GIM Guild Investment Management Los Angeles, California	$248K	-$69.2K	1	0.17%	Reduced
6030	OCM Objective Capital Management Pepper Pike, Ohio	$248K	-$40.9K	1	0.22%	Reduced
6031	AWMG ADG Wealth Management Group Metairie, Louisiana	$247K	$0	1	0.16%	Maintained
6032	GWM Goldenstone Wealth Management El Dorado Hills, California	$247K	-$467K	1	0.16%	Reduced
6033	TF Threadgill Financial Spring, Texas	$247K	$0	1	0.1%	Maintained
6034	LM Luminus Management Houston, Texas	$247K	+$215K	1	0.17%	New
6035	EWA EQ Wealth Advisors Dallas, Texas	$247K	$0	1	0.14%	Maintained
6036	SWM SilverOak Wealth Management Edina, Minnesota	$247K	-$89.2K	1	0.03%	Reduced
6037	CPA Cathy Pareto & Associates Coral Gables, Florida	$247K	$0	1	0.14%	Maintained
6038	CANC Culbertson A N & Co Charlottesville, Virginia	$247K	+$14.5K	1	0.03%	Increased
6039	PJC Phillip James Consulting Plymouth, Minnesota	$246K	+$64.1K	15	0.16%	Increased
6040	NL NorthAvenue LLC Columbus, Ohio	$246K	+$95.7K	10	0.18%	Increased
6041	MW Marks Wealth Annapolis, Maryland	$245K	-$19.4K	1	0.05%	Reduced
6042	OFS Opus Financial Solutions Downers Grove, Illinois	$245K	+$252K	1	0.2%	New
6043	GWM GoalFusion Wealth Management Austin, Texas	$245K	$0	1	0.1%	Maintained
6044	CCWM Correct Capital Wealth Management Clayton, Missouri	$245K	+$252K	1	0.04%	New
6045	MFG Mustico Financial Group Elmira, New York	$244K	$0	1	0.16%	Maintained
6046	RFP RCS Financial Planning Annapolis, Maryland	$243K	+$10.9K	1	0.12%	Increased
6047	TWP Tenet Wealth Partners Champaign, Illinois	$243K	+$210K	1	0.18%	New
6048	ACM Armbruster Capital Management Pittsford, New York	$241K	-$1.65M	1	0.04%	Reduced
6049	MI Moneywise Inc Forest, Virginia	$241K	$0	1	0.09%	Maintained
6050	SOAG Silver Oak Advisory Group Portland, Oregon	$240K	+$202K	1	0.09%	New