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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
3676	NWA Navis Wealth Advisors Rye Brook, New York	$381K	+$348K	3	0.34%	New
3677	LI LVZ Inc Holland, Michigan	$378K	$0	1	0.06%	Maintained
3678	ML McAdam LLC Philadelphia, Pennsylvania	$378K	-$257K	2	0.06%	Reduced
3679	Belvedere Trading Chicago, Illinois	$376K	+$297K	1	0.01%	New
3680	OBGC O'Brien Greene & Co Media, Pennsylvania	$373K	$0	1	0.15%	Maintained
3681	LGWM Litman Gregory Wealth Management Larkspur, California	$372K	-$884	6	0.07%	Reduced
3682	AIM Aurora Investment Managers Naples, Florida	$371K	-$17.9K	1	0.35%	Reduced
3683	BWA Beam Wealth Advisors Covington, Louisiana	$371K	-$73.9K	1	0.35%	Reduced
3684	PWM Paulson Wealth Management Wheaton, Illinois	$370K	+$65.4K	1	0.22%	Increased
3685	SMA Sage Mountain Advisors Atlanta, Georgia	$369K	+$358K	1	0.12%	New
3686	SIC Shoker Investment Counsel Oxford, Ohio	$369K	+$92.1K	2	0.21%	Increased
3687	PS Pensionfund Sabic Sittard, Netherlands	$368K	$0	1	0.09%	Maintained
3688	VIMU Veritas Investment Management (UK) London, United Kingdom	$368K	$0	1	0.07%	Maintained
3689	NFG Norris Financial Group Greenville, South Carolina	$368K	+$124K	2	0.29%	Increased
3690	BA Bellwether Advisors Lincoln, Nebraska	$367K	+$366K	8	0.16%	New
3691	CF Copperwynd Financial Scottsdale, Arizona	$367K	$0	1	0.18%	Maintained
3692	PCC Park Circle Company Baltimore, Maryland	$367K	+$12.5K	3	0.35%	Increased
3693	VFA Values First Advisors Gray, Tennessee	$365K	-$247K	1	0.29%	Reduced
3694	AA Auxano Advisors Bellevue, Washington	$364K	+$71K	1	0.24%	Increased
3695	CC Constitution Capital Shelton, Connecticut	$362K	+$328K	1	0.26%	New
3696	PCWA Pacific Capital Wealth Advisors Corona, California	$361K	-$246K	1	0.21%	Reduced
3697	BPCA Bank Pictet & Cie (Asia) Singapore	$358K	-$73.8K	1	0.11%	Reduced
3698	JWM JFG Wealth Management Denver, Colorado	$358K	+$372K	1	0.19%	New
3699	ODG O'Dell Group Cincinnati, Ohio	$358K	+$311K	2	0.14%	New
3700	WP Wedgewood Partners St Louis, Missouri	$358K	-$72.1K	1	0.05%	Reduced