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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
3626	AFA Arlington Financial Advisors Santa Barbara, California	$618K	$0	1	0.31%	Maintained
3627	CFP Cypress Financial Planning Haddon Heights, New Jersey	$617K	+$52.2K	1	0.44%	Increased
3628	LAM L2 Asset Management Wayland, Massachusetts	$616K	-$133K	2	0.42%	Reduced
3629	MF Meridian Financial Holliston, Massachusetts	$615K	+$3.89K	2	0.71%	Increased
3630	DA Denali Advisors San Diego, California	$615K	-$599K	4	0.29%	Reduced
3631	GWM Greenhouse Wealth Management Westport, Connecticut	$612K	-$6.79K	2	0.68%	Reduced
3632	HFG Heron Financial Group New York	$612K	-$2.82K	2	0.38%	Reduced
3633	PWP Pursue Wealth Partners Clayton, California	$611K	+$842K	2	0.44%	Increased
3634	NFP Narus Financial Partners Salt Lake City, Utah	$611K	$0	1	0.39%	Maintained
3635	PP PrairieView Partners St. Paul, Minnesota	$609K	-$9.72K	9	0.1%	Reduced
3636	JBA Johnson Bixby & Associates Vancouver, Washington	$608K	$0	2	0.15%	Maintained
3637	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$607K	-$601K	2	0.93%	Reduced
3638	B Bridgeworth Birmingham, Alabama	$606K	$0	2	0.14%	Maintained
3639	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$604K	-$16.2K	1	0.32%	Reduced
3640	DW Domani Wealth Lancaster, Pennsylvania	$600K	$0	1	0.18%	Maintained
3641	SBF Sara-Bay Financial Sarasota, Florida	$600K	$0	2	0.33%	Maintained
3642	MCM McRae Capital Management Morristown, New Jersey	$599K	-$153K	1	0.18%	Reduced
3643	BC Belmont Capital Los Angeles, California	$598K	+$703K	3	0.71%	New
3644	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$598K	-$414K	1	0.21%	Reduced
3645	SFO Standard Family Office Sioux Falls, South Dakota	$598K	+$663K	13	0.26%	New
3646	RWM Reston Wealth Management Reston, Virginia	$597K	-$11.7K	2	0.36%	Reduced
3647	MCA MSH Capital Advisors Scottsdale, Arizona	$594K	-$273K	2	0.29%	Reduced
3648	ACA Affinity Capital Advisors Berkeley, California	$594K	+$1.43K	2	0.21%	Increased
3649	CAM Concorde Asset Management Ann Arbor, Michigan	$593K	+$382K	2	0.66%	Increased
3650	OCM Once Capital Management New York	$593K	$0	1	0.77%	Maintained