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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
3151	PFM Patton Fund Management Dallas, Texas	$581K	-$800K	1	0.34%	Reduced
3152	PD Planning Directions Glen Mills, Pennsylvania	$579K	+$486K	1	0.54%	New
3153	TI Truehand Inc Strafford, New Hampshire	$575K	-$42.4K	6	0.44%	Reduced
3154	LWPC Legacy Wealth Partners (California) Calabasas, California	$570K	-$28.6K	1	0.43%	Reduced
3155	SWM Sugarloaf Wealth Management Duluth, Georgia	$569K	-$152K	8	0.22%	Reduced
3156	WCM Wallace Capital Management Dallas, Texas	$569K	-$6.38K	1	0.1%	Reduced
3157	WMA Wealth Management Associates Cherry Hill, New Jersey	$569K	+$115K	3	0.48%	Increased
3158	Americana Partners Houston, Texas	$568K	-$315K	2	0.43%	Reduced
3159	EA Emerald Advisors Bellevue, Washington	$568K	+$15.5K	2	0.25%	Increased
3160	PG Proffitt & Goodson Knoxville, Tennessee	$567K	-$201K	8	0.12%	Reduced
3161	CCP Cardan Capital Partners Denver, Colorado	$566K	+$300K	2	0.08%	Increased
3162	DW Domani Wealth Lancaster, Pennsylvania	$566K	-$367K	2	0.13%	Reduced
3163	BIA BHK Investment Advisors Birmingham, Alabama	$565K	+$64.6K	2	0.33%	Increased
3164	PAM Premier Asset Management Chicago, Illinois	$564K	-$3.26M	2	0.19%	Reduced
3165	SBF Sara-Bay Financial Sarasota, Florida	$564K	+$576K	2	0.32%	New
3166	GC Grace Capital Quincy, Massachusetts	$553K	+$548K	3	0.47%	New
3167	GA Gateway Advisory Westfield, New Jersey	$552K	-$1.42K	2	0.16%	Reduced
3168	CA Crumly & Associates Springfield, Illinois	$551K	+$251K	2	0.52%	Increased
3169	EI Ellevest Inc New York	$550K	+$51.3K	13	0.12%	Increased
3170	FPIS Financial Planning & Information Services De Pere, Wisconsin	$550K	$0	1	0.23%	Maintained
3171	JAWM J. Arnold Wealth Management Youngstown, Ohio	$550K	$0	1	0.46%	Maintained
3172	LF LifeSteps Financial Claremont, California	$549K	+$182K	2	0.63%	Increased
3173	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$547K	-$50.9K	1	0.36%	Reduced
3174	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$545K	+$537K	2	0.02%	New
3175	DLG Daniel L. Goodwin	$544K	+$574K	1	0.34%	New