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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	AIM Axiom Investment Management New York	$402K	+$21.1K	1	0.46%	Increased
3252	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$401K	-$33.3K	28	0.28%	Reduced
3253	PP PrairieView Partners St. Paul, Minnesota	$401K	+$1.87K	7	0.08%	Increased
3254	SMP Santa Monica Partners Palm Beach Gardens, Florida	$399K	$0	2	0.36%	Maintained
3255	CF Copperwynd Financial Scottsdale, Arizona	$396K	$0	1	0.21%	Maintained
3256	GS Gagnon Securities New York	$396K	+$238K	2	0.08%	Increased
3257	SCM Stonehearth Capital Management Danvers, Massachusetts	$395K	+$715	1	0.26%	Increased
3258	AWM Aprio Wealth Management Atlanta, Georgia	$394K	-$256K	2	0.28%	Reduced
3259	EOCM Energy Opportunities Capital Management Austin, Texas	$393K	+$147K	1	1.43%	Increased
3260	RW REDW Wealth Albuquerque, New Mexico	$393K	+$7.53K	2	0.17%	Increased
3261	AAA Adams Asset Advisors Dallas, Texas	$392K	$0	1	0.12%	Maintained
3262	AAM Augustine Asset Management Jacksonville, Florida	$390K	$0	1	0.23%	Maintained
3263	Krane Funds Advisors New York	$384K	-$744K	1	0.02%	Reduced
3264	T TrueFG Cedar Park, Texas	$383K	$0	1	0.27%	Maintained
3265	PEA Pacific Edge Advisors Corona Del Mar, California	$381K	$0	1	0.22%	Maintained
3266	CWA Clarity Wealth Advisors San Jose, California	$379K	$0	1	0.27%	Maintained
3267	B Bridgeworth Birmingham, Alabama	$376K	-$513K	2	0.14%	Reduced
3268	AIA AIMZ Investment Advisors Los Altos, California	$373K	+$3.93K	2	0.22%	Increased
3269	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$372K	-$120K	2	0.13%	Reduced
3270	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$372K	-$122K	2	0.15%	Reduced
3271	LB Leo Brokerage Hurst, Texas	$370K	+$366K	1	0.15%	New
3272	CA Centerpoint Advisors Needham, Massachusetts	$369K	-$4.32K	7	0.28%	Reduced
3273	PS Pensionfund Sabic Sittard, Netherlands	$368K	$0	1	0.09%	Maintained
3274	PWS Private Wealth Strategies New Albany, Ohio	$367K	+$1.53K	1	0.13%	Increased
3275	BWA Beam Wealth Advisors Covington, Louisiana	$363K	$0	1	0.34%	Maintained