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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	VFA Values First Advisors Gray, Tennessee	$576K	+$23.6K	1	0.41%	Increased
3677	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$573K	+$3.66K	2	0.47%	Increased
3678	CG CFO4Life Group Coppell, Texas	$571K	-$7.93K	1	0.15%	Reduced
3679	LCM Lattice Capital Management Kirkland, Washington	$570K	+$3.76K	1	0.91%	Increased
3680	AMR Asset Management Resources Hyannis, Massachusetts	$567K	+$281K	2	0.55%	Increased
3681	BT Brandywine Trust Hockessin, Delaware	$567K	$0	1	0.2%	Maintained
3682	IWP Insight Wealth Partners Plano, Texas	$567K	$0	1	0.54%	Maintained
3683	LA Lindenwold Advisors Reading, Pennsylvania	$565K	-$262K	1	0.42%	Reduced
3684	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$565K	-$16.3K	1	0.47%	Reduced
3685	ECM Everence Capital Management Goshen, Indiana	$564K	-$203K	2	0.05%	Reduced
3686	RWM Rezny Wealth Management Fort Myers, Florida	$564K	$0	1	0.23%	Maintained
3687	SONA Asset Management (US) New York	$564K	$0	1	0.33%	Maintained
3688	AWA ARQ Wealth Advisors Scottsdale, Arizona	$563K	-$79.1K	1	0.44%	Reduced
3689	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$563K	+$154K	2	0.21%	Increased
3690	GG Gleason Group Prospect, Kentucky	$561K	-$177K	8	0.19%	Reduced
3691	MCA Morris Capital Advisors Malvern, Pennsylvania	$561K	$0	1	0.53%	Maintained
3692	SFS Summit Financial Strategies Columbus, Ohio	$561K	+$309K	2	0.13%	Increased
3693	SRA Summit Rock Advisors New York	$559K	+$568K	1	0.44%	New
3694	AFS Annapolis Financial Services Annapolis, Maryland	$558K	+$92.2K	12	0.2%	Increased
3695	Truepoint Inc Cincinnati, Ohio	$558K	-$89.8K	2	0.03%	Reduced
3696	ACM Antonetti Capital Management Naples, Florida	$551K	+$227K	8	0.63%	Increased
3697	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$550K	$0	5	1.09%	Maintained
3698	ZIMP Zimmermann Investment Management & Planning New Cumberland, Pennsylvania	$549K	+$2.09K	2	0.34%	Increased
3699	SF SBK Financial Richmond, Virginia	$548K	$0	1	0.84%	Maintained
3700	Merriman Wealth Management Seattle, Washington	$547K	+$318K	2	0.04%	Increased