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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	AIA Arcadia Investment Advisors Eagle, Idaho	$284K	-$3.85K	2	0.19%	Reduced
3252	BHB Bank Hapoalim BM Tel Aviv, Israel	$284K	-$4.87M	1	0.07%	Reduced
3253	PWA Peterson Wealth Advisors Orem, Utah	$283K	+$357	1	0.17%	Increased
3254	RCS Retirement Capital Strategies San Jose, California	$282K	+$105K	1	0.14%	Increased
3255	PA Planning Alternatives Birmingham, Michigan	$281K	+$2.54K	1	0.05%	Increased
3256	VCP Vista Capital Partners Portland, Oregon	$280K	+$263K	1	0.06%	New
3257	RSS Rosenblum Silverman Sutton San Francisco, California	$279K	+$269K	1	0.11%	New
3258	NCM Neumann Capital Management Foster City, California	$278K	$0	1	0.17%	Maintained
3259	VWA VERITY Wealth Advisors Sausalito, United States	$276K	$0	1	0.27%	Maintained
3260	MIM Macroview Investment Management Bethesda, Maryland	$275K	-$7.13K	6	0.59%	Reduced
3261	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$274K	$0	5	0.16%	Maintained
3262	SM Sabby Management Miami Beach, Florida	$269K	-$338K	1	0.15%	Reduced
3263	IF Ironwood Financial Tucson, Arizona	$267K	$0	5	0.13%	Maintained
3264	NWA New World Advisors Hingham, Massachusetts	$266K	$0	1	0.18%	Maintained
3265	PS Portfolio Strategies Monsey, New York	$265K	$0	1	0.14%	Maintained
3266	MWP Moller Wealth Partners	$262K	$0	1	0.13%	Maintained
3267	RIS Retirement Income Solutions Ann Arbor, Michigan	$259K	$0	1	0.14%	Maintained
3268	AM Atwater Malick Lancaster, Pennsylvania	$255K	+$255K	7	0.21%	New
3269	SFS Searcy Financial Services Overland Park, Kansas	$254K	$0	1	0.19%	Maintained
3270	EWA Evolution Wealth Advisors Aventura, Florida	$253K	-$30.1K	11	0.12%	Reduced
3271	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$253K	$0	1	0.11%	Maintained
3272	AIA Armor Investment Advisors Raleigh, North Carolina	$252K	$0	1	0.21%	Maintained
3273	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$251K	+$11.3K	1	0.12%	Increased
3274	CWM Capital Wealth Management W. Warwick, Rhode Island	$251K	-$91K	1	0.27%	Reduced
3275	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$249K	+$17.9K	1	0.21%	Increased