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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
2901	LWA Lowe Wealth Advisors Columbia, Maryland	$489K	-$35.5K	6	0.31%	Reduced
2902	TF TLWM Financial San Antonio, Texas	$483K	+$16.1K	1	0.32%	Increased
2903	RPG Risk Paradigm Group Austin, Texas	$473K	-$507K	4	0.6%	Reduced
2904	MCM Mengis Capital Management Portland, Oregon	$473K	-$618K	1	0.28%	Reduced
2905	GCA Gradient Capital Advisors San Diego, California	$472K	+$32.8K	1	0.47%	Increased
2906	LGWM Litman Gregory Wealth Management Larkspur, California	$468K	+$508K	4	0.19%	New
2907	BFG Bouchey Financial Group Troy, New York	$465K	-$1.56M	2	0.13%	Reduced
2908	CI Cavalier Investments Alpharetta, Georgia	$459K	+$473K	1	0.16%	New
2909	IF IRON Financial Northbrook, Illinois	$458K	+$19.9K	2	0.29%	Increased
2910	ICA Infrastructure Capital Advisors New York	$455K	-$349K	2	0.05%	Reduced
2911	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$455K	-$256K	2	0.2%	Reduced
2912	OAM Occidental Asset Management Burlingame, California	$452K	+$208K	2	0.24%	Increased
2913	FFS Founders Financial Securities Towson, Maryland	$450K	+$7.06K	1	0.15%	Increased
2914	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$447K	+$3.38K	1	0.51%	Increased
2915	WDL Well Done LLC Holland, Michigan	$444K	+$257K	8	0.14%	Increased
2916	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$443K	-$45.7K	2	0.25%	Reduced
2917	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$442K	+$8.45K	1	0.1%	Increased
2918	LWA Lenox Wealth Advisors New York	$437K	+$240K	9	0.1%	Increased
2919	AIM Arcadia Investment Management Kalamazoo, Michigan	$435K	-$209K	6	0.12%	Reduced
2920	HCM Horrell Capital Management Little Rock, Arkansas	$431K	$0	5	0.23%	Maintained
2921	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$431K	-$16.9K	2	0.16%	Reduced
2922	JAM Jolley Asset Management Rocky Mount, North Carolina	$430K	-$1.86M	6	0.26%	Reduced
2923	Edgewood Management Greenwich, Connecticut	$428K	$0	1	0%	Maintained
2924	ODG O'Dell Group Cincinnati, Ohio	$427K	-$311K	2	0.31%	Reduced
2925	WCWM Willow Creek Wealth Management Sebastopol, California	$426K	+$452K	1	0.23%	New