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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
6251	CWP Cornerstone Wealth Partners Okemos, Michigan	$7.1K	+$5.95K	1	0%	New
6252	CCA Cygnus Capital Advisors Atlanta, Georgia	$7K	-$38.4K	1	0%	Reduced
6253	IC Ikarian Capital Dallas, Texas	$6.77K	$0	1	0%	Maintained
6254	UFA Uptown Financial Advisors Dallas, Texas	$5.47K	+$5.44K	1	0%	New
6255	WestEnd Advisors Charlotte, North Carolina	$5.1K	+$136	2	0%	Increased
6256	PNC Point Nemo Capital Dripping Springs, Texas	$4.59K	+$4.61K	2	0%	New
6257	GCS Gordian Capital (Singapore) Singapore	$3.52K	-$612K	2	0.01%	Reduced
6258	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$2.9K	+$2.89K	1	0%	New
6259	GIL Go Invest LLC West Jordan, Utah	$1.93K	+$370	1	0%	Increased
6260	CF Conquis Financial Milbrae, California	$649	$0	1	0%	Maintained
6261	WFA Wells Financial Advisors Framingham, Massachusetts	$419	-$54.8K	1	0%	Reduced
6262	RVM Robinson Value Management San Antonio, Texas	$190	$0	1	0%	Maintained
6263	ETFISA ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. Poznan,	$0	-$1.99M	0	–	Closed
6264	9C 9823 Capital Dallas, Texas	$0	-$419K	0	–	Closed
6265	APM a16z Perennial Management Menlo Park, California	$0	-$3.44M	0	–	Closed
6266	AWA Adapt Wealth Advisors Atlanta, Georgia	$0	-$239K	0	–	Closed
6267	AFS AFG Fiduciary Services Hingham, Massachusetts	$0	-$373K	0	–	Closed
6268	ACM AIGH Capital Management Baltimore, Maryland	$0	-$20.4M	0	–	Closed
6269	AL AIP LLC New York	$0	-$169M	0	–	Closed
6270	AR Altar Rock New York	$0	-$1.09M	0	–	Closed
6271	AAI American Assets Inc San Diego, California	$0	-$1.14M	0	–	Closed
6272	ACMH Andar Capital Management (HK) Hong Kong	$0	-$5.13M	0	–	Closed
6273	ACM Andina Capital Management Lehi, Utah	$0	-$1.29M	0	–	Closed
6274	AC Anther Capital Hong Kong,	$0	-$345K	0	–	Closed
6275	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$0	-$202K	0	–	Closed