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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
6076	BC Bulwark Capital Fernandina Beach, Florida	$19.4K	$0	1	0.01%	Maintained
6077	NOI Newton One Investments Newark, Delaware	$19.4K	$0	1	0.01%	Maintained
6078	Brookfield Corp Toronto, Ontario, Canada	$18.9K	$0	1	0%	Maintained
6079	HWM Horizons Wealth Management Asheville, North Carolina	$14.9K	$0	1	0.01%	Maintained
6080	DSC Daytona Street Capital Saint Louis, Missouri	$12.1K	+$11.6K	2	0.01%	New
6081	CWM Cedar Wealth Management Walnut Creek, California	$11K	-$10.2K	2	0%	Reduced
6082	GAAM Guinness Atkinson Asset Management Pasadena, California	$8.31K	+$8.14K	1	0%	New
6083	UA USCF Advisers Walnut Creek, California	$7.39K	$0	1	1.4%	Maintained
6084	BCM Birch Capital Management Dallas, Texas	$7.25K	$0	1	0%	Maintained
6085	WestEnd Advisors Charlotte, North Carolina	$7.09K	-$724	2	0%	Reduced
6086	PLU Performa Ltd (US) Charleston, South Carolina	$6.85K	-$11.9K	1	0%	Reduced
6087	RB Richmond Brothers Jackson, Michigan	$5.51K	+$1.97K	1	0%	Increased
6088	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$4.99K	+$4.81K	2	0%	New
6089	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$4.69K	-$33.6K	1	0%	Reduced
6090	GIL Go Invest LLC West Jordan, Utah	$3.6K	+$3.67K	2	0%	New
6091	LIA Limestone Investment Advisors New York	$3.37K	-$83.4K	1	0%	Reduced
6092	MG MilWealth Group Milwaukee, Wisconsin	$2.67K	+$2.71K	1	0%	New
6093	CGA Channing Global Advisors Miami, Florida	$2.66K	-$527	1	0%	Reduced
6094	AWA American Wealth Advisors Johns Creek, Georgia	$1.43K	$0	1	0%	Maintained
6095	WAG Windsor Advisory Group Columbus, Ohio	$696	-$218K	1	0%	Reduced
6096	BGWM Bridge Generations Wealth Management South Miami, Florida	$586	$0	1	0%	Maintained
6097	2L 22NW LP Seattle, Washington	$0	-$5.66M	0	–	Closed
6098	AI Acuitas Investments Seattle, Washington	$0	-$5.42M	0	–	Closed
6099	ACM ADAR1 Capital Management Austin, Texas	$0	-$40.8K	0	–	Closed
6100	APM Advanced Portfolio Management New York	$0	-$26.7K	0	–	Closed