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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
2951	LGWM Litman Gregory Wealth Management Larkspur, California	$385K	-$90K	3	0.15%	Reduced
2952	HA Hays Advisory Franklin, Tennessee	$377K	-$228K	2	0.21%	Reduced
2953	IWA Inspirion Wealth Advisors Libertyville, Illinois	$376K	-$13.9K	1	0.18%	Reduced
2954	AAP Ardsley Advisory Partners Stamford, Connecticut	$375K	-$325K	1	0.06%	Reduced
2955	LTI Laffer Tengler Investments Nashville, Tennessee	$373K	-$12K	1	0.1%	Reduced
2956	PP PDS Planning Dublin, Ohio	$373K	+$217K	3	0.37%	Increased
2957	RIS Retirement Income Solutions Ann Arbor, Michigan	$373K	-$24.1K	2	0.23%	Reduced
2958	BA Ballew Advisors Jackson, Mississippi	$372K	+$39K	7	0.42%	Increased
2959	LWA Lowe Wealth Advisors Columbia, Maryland	$372K	-$63.6K	4	0.23%	Reduced
2960	Whitebox Advisors Minneapolis, Minnesota	$372K	+$402K	1	0.01%	New
2961	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$368K	+$7.15K	9	0.27%	Increased
2962	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$363K	+$362K	2	0.34%	New
2963	GC GMT Capital Atlanta, Georgia	$356K	-$20.9M	2	0.01%	Reduced
2964	CWM Cedar Wealth Management Walnut Creek, California	$353K	+$33.8K	5	0.2%	Increased
2965	SCA Sage Capital Advisors Sioux Falls, South Dakota	$352K	+$374K	1	0.25%	New
2966	BHTS Bar Harbor Trust Services Ellsworth, Maine	$351K	$0	1	0.19%	Maintained
2967	PS Portfolio Strategies Monsey, New York	$348K	+$36.3K	6	0.23%	Increased
2968	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$346K	+$134K	1	0.24%	Increased
2969	BA BCM Advisors Lafayette, Louisiana	$345K	$0	1	0.19%	Maintained
2970	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$345K	+$333K	5	0.23%	Increased
2971	FAM Flaharty Asset Management Clearwater, Florida	$344K	-$1.44M	1	0.13%	Reduced
2972	Brinker Capital Investments Berwyn, Pennsylvania	$342K	+$67.8K	8	0.01%	Increased
2973	VHMC Value Holdings Management Company Hampton Bays, New York	$342K	+$348K	1	0.11%	New
2974	AIP Ahrens Investment Partners Lafayette, Louisiana	$340K	-$36.4K	2	0.14%	Reduced
2975	EWM Elite Wealth Management Kirkland, Washington	$337K	+$3.44K	1	0.12%	Increased