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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
6226	TWM Timmons Wealth Management Attleboro, Massachusetts	$73.2K	-$9	2	0.05%	Reduced
6227	AIA Arcadia Investment Advisors Eagle, Idaho	$68.4K	-$2.31K	3	0.03%	Reduced
6228	BC Bulwark Capital Fernandina Beach, Florida	$67.1K	+$52.8K	2	0.04%	Increased
6229	BFG Brandywine Financial Group Thompsons Station, Tennessee	$66K	$0	1	0.79%	Maintained
6230	NOI Newton One Investments Newark, Delaware	$59.1K	+$34.6K	3	0.01%	Increased
6231	PCC Park Circle Company Baltimore, Maryland	$58.3K	$0	1	0.05%	Maintained
6232	ZC Zeit Capital Greenwood Village, Colorado	$58.3K	$0	1	0.04%	Maintained
6233	AIA Aventus Investment Advisors Naples, Florida	$58.3K	+$10.4K	2	0.04%	Increased
6234	EAM Empery Asset Management New York	$55.3K	-$109K	1	0.06%	Reduced
6235	XC XY Capital Central, Hong Kong	$48.7K	+$41.9K	1	0.05%	Increased
6236	DWA Delos Wealth Advisors Dallas, Texas	$47.8K	-$7.64K	4	0.02%	Reduced
6237	PCA PMV Capital Advisers Dallas, Texas	$46.1K	+$45.9K	1	0.07%	New
6238	PFG Premier Financial Group Eureka, California	$43.3K	+$9.27K	2	0.01%	Increased
6239	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$41.3K	-$5.01K	4	0.05%	Reduced
6240	FAI Fiduciary Advisors Inc St. Louis, Missouri	$40.3K	+$6.72K	5	0.03%	Increased
6241	CI Cordant Inc Portland, Oregon	$40.3K	+$42.6K	7	0.01%	New
6242	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$36K	-$11.8K	6	0.02%	Reduced
6243	PSFG Park Square Financial Group Roswell, Georgia	$33.1K	-$14.9K	5	0.3%	Reduced
6244	BA Blueline Advisors Exeter, New Hampshire	$32.5K	+$1.87K	2	0.02%	Increased
6245	T Transce3nd Kyle, Texas	$28.3K	$0	4	0.25%	Maintained
6246	PL Protective Life Birmingham, Alabama	$15.2K	-$66.2K	1	0.11%	Reduced
6247	DSC Daytona Street Capital Saint Louis, Missouri	$14.3K	$0	2	0.01%	Maintained
6248	LLL Lynrock Lake LP Rye Brook, New York	$12.1K	$0	1	0%	Maintained
6249	MG MilWealth Group Milwaukee, Wisconsin	$11.1K	$0	3	0%	Maintained
6250	BCM Birch Capital Management Dallas, Texas	$9.52K	+$1.87K	2	0%	Increased