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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
3076	WCM WealthBridge Capital Management Westerville, Ohio	$569K	+$138K	2	0.41%	Increased
3077	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$567K	+$27K	29	0.7%	Increased
3078	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$567K	-$252K	2	0.35%	Reduced
3079	TD Ameritrade Investment Management Omaha, Nebraska	$567K	+$90.6K	15	0%	Increased
3080	EI Ellevest Inc New York	$566K	-$24.9K	11	0.2%	Reduced
3081	SP Summit Partners Boston, Massachusetts	$566K	$0	1	0.11%	Maintained
3082	LC Landaas & Company Milwaukee, Wisconsin	$563K	-$110K	2	0.41%	Reduced
3083	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$561K	+$752	2	0.23%	Increased
3084	MF Manchester Financial Westlake Village, California	$560K	-$502K	2	0.25%	Reduced
3085	HI Harrington Investments Napa, California	$556K	$0	1	0.46%	Maintained
3086	LP LGL Partners Philadelphia, Pennsylvania	$556K	+$53.4K	1	0.23%	Increased
3087	MFP Michael F. Price	$551K	-$1.62M	1	0.08%	Reduced
3088	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$549K	+$7.51K	1	0.09%	Increased
3089	BWP BSW Wealth Partners Boulder, Colorado	$547K	-$3.21K	2	0.21%	Reduced
3090	TWM Titus Wealth Management Larskpur, California	$546K	-$32.5K	2	0.5%	Reduced
3091	CC Capital Counsel New York	$545K	+$527K	2	0.04%	New
3092	CCI Credit Capital Investments Livingston, New Jersey	$545K	$0	1	0.65%	Maintained
3093	NFG Nadler Financial Group Deerfield, Illinois	$545K	-$30.9K	2	0.15%	Reduced
3094	W WealthOne Albany, New York	$542K	+$79.4K	1	0.39%	Increased
3095	PP PDS Planning Dublin, Ohio	$541K	+$208K	4	0.38%	Increased
3096	FRA Front Row Advisors Tiburon, California	$538K	-$28.7K	9	0.38%	Reduced
3097	EWM Elite Wealth Management Kirkland, Washington	$537K	$0	1	0.74%	Maintained
3098	SAM Silphium Asset Management London, United Kingdom	$536K	-$377K	1	0.19%	Reduced
3099	Första AP-fonden Stockholm, Sweden	$536K	$0	1	0.02%	Maintained
3100	LWA Lenox Wealth Advisors New York	$531K	+$97.5K	13	0.09%	Increased