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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
6126	PCM Praxis Capital Management Chicago, Illinois	$213K	-$1.26M	1	0.34%	Reduced
6127	GWA Geometric Wealth Advisors Washington, District of Columbia	$212K	-$3.12K	1	0.02%	Reduced
6128	PFA Professional Financial Advisors North Platte, Nebraska	$212K	+$1.62K	1	0.04%	Increased
6129	KCA Kastel Capital Advisors Wellesley, Massachusetts	$212K	+$216K	1	0.13%	New
6130	FF Foundry Financial Pasadena, California	$211K	+$229K	1	0.07%	New
6131	VF Vista Finance Clayton, Missouri	$211K	+$210K	1	0.12%	New
6132	HAFG Hansen & Associates Financial Group Roseville, California	$211K	+$217K	1	0.12%	New
6133	MRI Mad River Investors Boston, Massachusetts	$211K	-$179K	1	0.08%	Reduced
6134	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$210K	+$216K	1	0.1%	New
6135	KDA Kraft Davis & Associates St. Louis, Missouri	$210K	$0	1	0.04%	Maintained
6136	BAM BTS Asset Management Lincoln, Massachusetts	$210K	+$264K	1	0.44%	New
6137	WFA Websterrogers Financial Advisors Florence, South Carolina	$209K	$0	1	0.05%	Maintained
6138	DFG Dupree Financial Group Lexington, Kentucky	$209K	+$202K	1	0.08%	New
6139	AWA Authentikos Wealth Advisory Morgan Hill, California	$209K	+$244K	1	0.13%	New
6140	BA Brightwater Advisory Tampa, Florida	$209K	+$175K	1	0.13%	New
6141	FA Fullerton Advisors Danville, California	$208K	+$207K	1	0.19%	New
6142	SJGA Stephen J. Garry & Associates Garden City, New York	$208K	-$22.2K	1	0.15%	Reduced
6143	GWM Global Wealth Management Kingston, New Jersey	$208K	+$174K	1	0.11%	New
6144	CTC Corundum Trust Company Sioux Falls, South Dakota	$207K	+$213K	1	0.55%	New
6145	AAA AG Asset Advisory Los Angeles, California	$207K	+$199K	1	0.17%	New
6146	SIM Spark Investment Management New York	$207K	+$159K	1	0.4%	New
6147	WFL Wealth Forward LLC Fargo, North Dakota	$207K	+$173K	1	0.1%	New
6148	ITB Idaho Trust Bank Boise, Idaho	$206K	-$21.1K	1	0.06%	Reduced
6149	EFA Englebert Financial Advisers Allentown, Pennsylvania	$206K	+$193K	1	0.2%	New
6150	TCM TT Capital Management Coto De Caza, California	$206K	-$16.2K	1	0.16%	Reduced