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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
2976	DWA Divergent Wealth Advisors South Jordan, Utah	$286K	+$315K	5	0.11%	New
2977	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$286K	$0	1	0.22%	Maintained
2978	AIA Arcadia Investment Advisors Eagle, Idaho	$285K	-$6.42K	2	0.24%	Reduced
2979	ACC Accident Compensation Corp Wellington, New Zealand	$283K	-$155K	1	0.08%	Reduced
2980	PFM Probabilities Fund Management White Plains, New York	$281K	-$15K	1	0.28%	Reduced
2981	CW Cabot-Wellington Boston, Massachusetts	$280K	-$107K	1	0.21%	Reduced
2982	CFA Capstone Financial Advisors Downers Grove, Illinois	$280K	+$322K	1	0.09%	New
2983	Alesco Advisors Pittsford, New York	$278K	$0	1	0.02%	Maintained
2984	GF Goodman Financial Houston, Texas	$277K	-$212K	1	0.13%	Reduced
2985	TP Truvvo Partners New York	$276K	-$1.04M	1	0.1%	Reduced
2986	AEPG American Economic Planning Group Warren, New Jersey	$274K	+$20.6K	1	0.1%	Increased
2987	FMP Financial Management Professionals Austin, Texas	$274K	+$140K	6	0.14%	Increased
2988	RCS Retirement Capital Strategies San Jose, California	$274K	+$3.11K	1	0.14%	Increased
2989	W.H. Reaves & Co Jersey City, New Jersey	$274K	$0	1	0.01%	Maintained
2990	EWF Epstein & White Financial San Diego, California	$273K	$0	1	0.18%	Maintained
2991	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$270K	+$278K	1	0.34%	New
2992	PWG Private Wealth Group Tampa, Florida	$270K	+$278K	1	0.46%	New
2993	EP Elkhorn Partners Omaha, Nebraska	$267K	$0	1	0.17%	Maintained
2994	CMP Courage Miller Partners Norfolk, Virginia	$266K	$0	1	0.16%	Maintained
2995	AAM Augustine Asset Management Jacksonville, Florida	$265K	-$22.7K	1	0.15%	Reduced
2996	PCM Perkins Capital Management Wayzata, Minnesota	$265K	+$275K	2	0.24%	Increased
2997	PWA Peterson Wealth Advisors Orem, Utah	$264K	+$1.01K	1	0.22%	Increased
2998	UIA UBP Investment Advisors Geneva, Switzerland	$262K	$0	1	0.28%	Maintained
2999	PS Portfolio Solutions Royal Oak, Michigan	$260K	+$12.2K	4	0.04%	Increased
3000	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$259K	$0	3	0.1%	Maintained