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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
6051	NA Networth Advisors Canonsburg, Pennsylvania	$60.1K	+$58K	6	0.04%	New
6052	PS PayPay Securities Tokyo, Japan	$58.4K	-$1.98K	10	1.71%	Reduced
6053	BFG Brandywine Financial Group Thompsons Station, Tennessee	$58.3K	+$57.4K	2	0.13%	New
6054	AIA Arcadia Investment Advisors Eagle, Idaho	$57.8K	$0	2	0.03%	Maintained
6055	HIC Hamrick Investment Counsel Seattle, Washington	$54.6K	+$53.3K	1	0.04%	New
6056	WFA Wells Financial Advisors Framingham, Massachusetts	$53.8K	+$54.7K	1	0.1%	New
6057	AIA Aventus Investment Advisors Naples, Florida	$53.8K	-$31.8K	4	0.04%	Reduced
6058	MCM MidAtlantic Capital Management Richmond, Virginia	$52.4K	+$49.9K	4	0.03%	New
6059	T Transce3nd Kyle, Texas	$51.5K	-$4.04K	4	0.42%	Reduced
6060	CCA Cygnus Capital Advisors Atlanta, Georgia	$51K	+$44.1K	3	0.04%	New
6061	CWMS CFG Wealth Management Services Indianapolis, Indiana	$48.5K	+$51.4K	1	0.04%	New
6062	NCM Northwest Capital Management Lake Oswego, Oregon	$45.1K	-$188K	1	0.2%	Reduced
6063	OBC Oakum Bay Capital Westport, Connecticut	$39.2K	+$38.8K	1	0.02%	New
6064	IC Ikarian Capital Dallas, Texas	$36.4K	-$8.14K	1	0%	Reduced
6065	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$34.4K	-$5.71K	9	0.03%	Reduced
6066	FC Family CFO Los Altos, California	$34.1K	+$32.3K	1	0.02%	New
6067	FAI Fiduciary Advisors Inc St. Louis, Missouri	$33.9K	$0	1	0.03%	Maintained
6068	IA IFS Advisors Overland Park, Kansas	$33.6K	$0	5	0.02%	Maintained
6069	MIM Manitou Investment Management Toronto, Ontario, Canada	$32.2K	-$1.96K	1	0.01%	Reduced
6070	RJA Ross\Johnson & Associates Plymouth, Minnesota	$32.1K	+$1.71K	8	0.6%	Increased
6071	MFG Mendota Financial Group Madison, Wisconsin	$31K	$0	2	0.02%	Maintained
6072	NMC Nine Masts Capital Central, Hong Kong	$27.7K	+$33.8K	1	0%	New
6073	BA Blueline Advisors Exeter, New Hampshire	$25.3K	+$24.7K	1	0.02%	New
6074	CF Conquis Financial Milbrae, California	$23.8K	+$22.6K	2	0.02%	Increased
6075	LFA LGT Financial Advisors Dallas, Texas	$23K	-$7.57K	5	0.14%	Reduced