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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
3251	PWA Peterson Wealth Advisors Orem, Utah	$271K	+$365	1	0.17%	Increased
3252	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$268K	-$53.1K	5	0.17%	Reduced
3253	VR Viridian RIA Bothell, Washington	$267K	-$82.8K	1	0.11%	Reduced
3254	NCM Neumann Capital Management Foster City, California	$266K	$0	1	0.17%	Maintained
3255	IDA Intelligence Driven Advisers Carlsbad, California	$265K	-$406K	1	0.13%	Reduced
3256	SFS Searcy Financial Services Overland Park, Kansas	$262K	$0	1	0.21%	Maintained
3257	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$260K	-$285K	1	0.89%	Reduced
3258	ICA Infrastructure Capital Advisors New York	$260K	-$31.2K	1	0.03%	Reduced
3259	MCG McCollum Christoferson Group Amherst, New York	$260K	$0	1	0.09%	Maintained
3260	MWC MKD Wealth Coaches Troy, Michigan	$260K	+$273K	4	0.23%	Increased
3261	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$259K	$0	1	0.09%	Maintained
3262	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$256K	-$131K	9	0.19%	Reduced
3263	NWA New World Advisors Hingham, Massachusetts	$255K	+$203K	1	0.18%	Increased
3264	FIM Fernwood Investment Management Quincy, Massachusetts	$251K	+$5.11K	1	0.14%	Increased
3265	PAM Peak Asset Management Louisville, Colorado	$250K	-$3.99K	1	0.08%	Reduced
3266	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$250K	+$17.9K	1	0.51%	Increased
3267	RIS Retirement Income Solutions Ann Arbor, Michigan	$248K	$0	1	0.13%	Maintained
3268	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$247K	$0	1	0.11%	Maintained
3269	FEG Financial Enhancement Group Anderson, Indiana	$246K	-$271K	5	0.07%	Reduced
3270	PS Portfolio Strategies Monsey, New York	$246K	+$2.34K	1	0.16%	Increased
3271	ACM Armbruster Capital Management Pittsford, New York	$244K	-$6.89K	1	0.1%	Reduced
3272	ES Equitec Specialists Chicago, Illinois	$242K	$0	1	0.06%	Maintained
3273	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$242K	$0	1	0.05%	Maintained
3274	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$242K	$0	1	0.11%	Maintained
3275	CFA Capstone Financial Advisors Downers Grove, Illinois	$241K	+$49	1	0.04%	Increased