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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
3776	FBFS First Business Financial Services Madison, Wisconsin	$429K	$0	1	0.05%	Maintained
3777	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$428K	+$56.6K	1	0.27%	Increased
3778	OCM Orion Capital Management Coronado, California	$427K	$0	4	0.27%	Maintained
3779	CW Cabot-Wellington Boston, Massachusetts	$426K	$0	1	0.19%	Maintained
3780	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$426K	-$393K	1	0.16%	Reduced
3781	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$424K	-$19.2K	5	0.32%	Reduced
3782	CPC Consolidated Planning Corp Atlanta, Georgia	$423K	-$7.61K	2	0.31%	Reduced
3783	CWM Curi Wealth Management Raleigh, North Carolina	$421K	+$673	1	0.21%	Increased
3784	MAG Mayfair Advisory Group Birmingham, Alabama	$420K	-$246K	1	0.67%	Reduced
3785	BCM BlueMar Capital Management Miami, Florida	$419K	-$52.9K	1	0.1%	Reduced
3786	AAIM Asset Advisors Investment Management Augusta, Georgia	$417K	-$6.76K	1	0.05%	Reduced
3787	Hershey Trust Company Hershey, Pennsylvania	$417K	+$249K	1	0%	Increased
3788	DE Day & Ennis Macon, Georgia	$411K	+$67	2	0.14%	Increased
3789	GA Greytown Advisors Miami, Florida	$410K	+$359K	1	0.2%	New
3790	LWPC Legacy Wealth Partners (California) Calabasas, California	$410K	-$951K	2	0.23%	Reduced
3791	RCA Reitz Capital Advisors Freeland, Michigan	$410K	+$164K	2	0.29%	Increased
3792	ASFA All Season Financial Advisors Denver, Colorado	$406K	+$410K	1	0.29%	New
3793	VWA VERITY Wealth Advisors Sausalito, United States	$402K	$0	1	0.36%	Maintained
3794	MSR Main Street Research Lakeville, Connecticut	$401K	-$30.4K	2	0.03%	Reduced
3795	OWA Opal Wealth Advisors Jericho, New York	$401K	+$396K	2	0.37%	New
3796	TA Trellis Advisors Ellensburg, Washington	$400K	-$242	1	0.21%	Reduced
3797	BWM Benchmark Wealth Management Old Lyme, Connecticut	$399K	$0	1	0.27%	Maintained
3798	MWP Moller Wealth Partners	$398K	-$10.7K	1	0.13%	Reduced
3799	EMG Ellington Management Group Old Greenwich, Connecticut	$397K	+$353K	1	0.06%	New
3800	WPA Winning Points Advisors Boca Raton, Florida	$397K	-$1.67K	2	0.3%	Reduced