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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
3751	KWS Keystone Wealth Services Palm Desert, California	$506K	+$22.9K	2	0.24%	Increased
3752	TAM Townsend Asset Management Raleigh, North Carolina	$506K	-$550K	1	0.28%	Reduced
3753	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$505K	-$27.7K	11	0.18%	Reduced
3754	OWA Opal Wealth Advisors Jericho, New York	$504K	+$10.1K	2	0.37%	Increased
3755	WS Wela Strategies Atlanta, Georgia	$501K	-$314K	1	0.34%	Reduced
3756	MWA Miller Wealth Advisors Ridgeway, Colorado	$499K	$0	2	0.41%	Maintained
3757	RCA Reitz Capital Advisors Freeland, Michigan	$499K	+$52.8K	1	0.46%	Increased
3758	PFM Peak Financial Management Wellesley, Massachusetts	$497K	+$996	1	0.21%	Increased
3759	TIA Traphagen Investment Advisors Oradell, New Jersey	$492K	+$1.61K	2	0.09%	Increased
3760	PO Private Ocean San Rafael, California	$491K	-$156K	9	0.08%	Reduced
3761	WAM WFA Asset Management Whitefish Bay, Wisconsin	$491K	-$1.82K	7	0.35%	Reduced
3762	SCM Sterneck Capital Management Kansas City, Missouri	$490K	-$88.7K	2	0.35%	Reduced
3763	PPWM PFG Private Wealth Management Lutz, Florida	$489K	-$53.2K	8	0.32%	Reduced
3764	I2I Insight 2811 Inc Chicago, Illinois	$488K	-$203K	1	0.33%	Reduced
3765	TCM Triumph Capital Management Denver, Colorado	$488K	+$32.8K	1	0.27%	Increased
3766	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$486K	+$129K	9	0.4%	Increased
3767	DCM Dean Capital Management Overland Park, Kansas	$486K	-$282K	1	0.73%	Reduced
3768	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$486K	+$23.8K	2	0.31%	Increased
3769	ECA Elevated Capital Advisors Sandy, Utah	$484K	+$535K	1	0.19%	New
3770	HFW Horizon Family Wealth Chicago, Illinois	$484K	+$4.59K	2	0.59%	Increased
3771	PCFFS Pacific Center for Financial Services San Ramon, California	$483K	-$99.8K	6	0.19%	Reduced
3772	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$481K	+$91	1	0.72%	Increased
3773	DL DOHJ LLC Seattle, Washington	$480K	+$15.4K	1	0.32%	Increased
3774	LAM Lapides Asset Management Greenwich, Connecticut	$479K	$0	1	0.27%	Maintained
3775	RIM Rockbridge Investment Management Syracuse, New York	$477K	-$503K	2	0.11%	Reduced