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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	VA Verdad Advisers Boston, Massachusetts	$63.4K	-$186K	1	0.07%	Reduced
6077	CWMS CFG Wealth Management Services Indianapolis, Indiana	$62.6K	+$26.8K	1	0.06%	Increased
6078	AIA Arcadia Investment Advisors Eagle, Idaho	$61.5K	+$4.57K	3	0.03%	Increased
6079	WFA Wells Financial Advisors Framingham, Massachusetts	$58.9K	$0	1	0.27%	Maintained
6080	PA PharVision Advisers Boca Raton, Florida	$58.1K	-$5.29M	1	0.59%	Reduced
6081	CCA Cygnus Capital Advisors Atlanta, Georgia	$56K	+$33.9K	3	0.04%	Increased
6082	TWM Timmons Wealth Management Attleboro, Massachusetts	$55.9K	$0	1	0.05%	Maintained
6083	M Murchinson Toronto, Ontario, Canada	$55.6K	+$58.8K	1	0.01%	New
6084	LA LM Advisors San Diego, California	$53.9K	+$220K	6	0.85%	Increased
6085	DWA Delos Wealth Advisors Dallas, Texas	$53.4K	-$79K	8	0.03%	Reduced
6086	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$52.1K	+$52.9K	3	0.09%	New
6087	BFG Brandywine Financial Group Thompsons Station, Tennessee	$50.2K	-$3.8K	1	0.04%	Reduced
6088	IA IFS Advisors Overland Park, Kansas	$48.8K	+$18.2K	6	0.03%	Increased
6089	AIA Aventus Investment Advisors Naples, Florida	$48.4K	-$8.91K	4	0.04%	Reduced
6090	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$47K	+$161K	2	0.01%	Increased
6091	PSFG Park Square Financial Group Roswell, Georgia	$45.5K	-$97.8K	5	0.35%	Reduced
6092	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$44.3K	+$3.13K	9	0.03%	Increased
6093	Adapt Investment Managers Geneva, Switzerland	$43.9K	+$45.9K	1	0%	New
6094	PFG Premier Financial Group Eureka, California	$42.1K	+$42.5K	1	0.01%	New
6095	MIM Manitou Investment Management Toronto, Ontario, Canada	$37.3K	$0	1	0.01%	Maintained
6096	LFA LGT Financial Advisors Dallas, Texas	$33.1K	+$9.36K	3	0.17%	Increased
6097	T Transce3nd Kyle, Texas	$31.7K	-$19.5K	4	0.28%	Reduced
6098	FAI Fiduciary Advisors Inc St. Louis, Missouri	$31.1K	$0	1	0.02%	Maintained
6099	Brookfield Corp Toronto, Ontario, Canada	$30.4K	+$9.74K	1	0%	Increased
6100	UOIF University of Illinois Foundation Champaign, Illinois	$30.2K	+$30.8K	1	0.01%	New