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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	Bell Investment Advisors Oakland, California	$348K	+$357K	42	0.1%	New
3777	FWM Filbrandt Wealth Management Middleton, Wisconsin	$347K	-$25.2K	5	0.2%	Reduced
3778	MIG Mariner Investment Group Harrison, New York	$347K	+$347K	1	0.94%	New
3779	HC Hourglass Capital Houston, Texas	$345K	-$406K	1	0.09%	Reduced
3780	MJP Associates Farmington, Connecticut	$344K	-$218K	1	0.12%	Reduced
3781	Kohmann Bosshard Financial Services Fairlawn, Ohio	$343K	-$202K	1	0.08%	Reduced
3782	TC TAP Consulting Kirkwood, Missouri	$343K	-$1.97K	1	0.09%	Reduced
3783	Pacific Capital Wealth Advisors Corona, California	$340K	$0	1	0.11%	Maintained
3784	Soundwatch Capital Rowayton, Connecticut	$340K	$0	1	0.03%	Maintained
3785	Planning Alternatives Birmingham, Michigan	$339K	$0	1	0.06%	Maintained
3786	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$338K	$0	1	0.13%	Maintained
3787	Tectonic Advisors Frisco, Texas	$335K	$0	1	0.07%	Maintained
3788	FFWM Future Financial Wealth Management Cincinnati, Ohio	$332K	$0	1	0.34%	Maintained
3789	LC Lincoln Capital Lincoln, Nebraska	$332K	$0	1	0.09%	Maintained
3790	QWM QP Wealth Management Eatontown, New Jersey	$332K	-$161K	1	0.36%	Reduced
3791	T TrueFG Cedar Park, Texas	$332K	$0	1	0.15%	Maintained
3792	Raffa Wealth Management Washington, District of Columbia	$331K	+$7.65K	27	0.11%	Increased
3793	RSS Rosenblum Silverman Sutton San Francisco, California	$327K	-$13.3K	1	0.07%	Reduced
3794	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$327K	-$202K	1	0.34%	Reduced
3795	AFIA America First Investment Advisors Omaha, Nebraska	$326K	$0	1	0.1%	Maintained
3796	DLG Daniel L. Goodwin	$326K	-$247K	1	0.15%	Reduced
3797	PWM Peterson Wealth Management Sparks, Nevada	$325K	-$1.7K	1	0.25%	Reduced
3798	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$324K	$0	1	0.15%	Maintained
3799	Aaron Wealth Advisors Chicago, Illinois	$322K	+$12.1K	1	0.09%	Increased
3800	CFC Coyle Financial Counsel Glenview, Illinois	$321K	+$326K	1	0.19%	New