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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
3951	PPW Pasadena Private Wealth Pasadena, California	$228K	+$206K	2	0.08%	Increased
3952	SL Stevard LLC Chicago, Illinois	$228K	+$232K	1	0.18%	New
3953	BIP Blueprint Investment Partners Greensboro, North Carolina	$227K	$0	1	0.18%	Maintained
3954	CC Cadinha & Co Honolulu, Hawaii	$226K	-$3.86M	1	0.03%	Reduced
3955	CCM Courage Capital Management Nashville, Tennessee	$226K	$0	1	0.14%	Maintained
3956	NCM Nelson Capital Management Menlo Park, California	$225K	$0	1	0.05%	Maintained
3957	FRA Frank Rimerman Advisors Palo Alto, California	$225K	-$11.1K	1	0.09%	Reduced
3958	MA Mosaic Advisors Houston, Texas	$224K	+$221K	1	0.15%	New
3959	VBFG Vishria Bird Financial Group Memphis, Tennessee	$224K	$0	1	0.11%	Maintained
3960	MCM McMillion Capital Management Greensboro, North Carolina	$223K	$0	1	0.12%	Maintained
3961	TFA Tranquilli Financial Advisor Clinton, New Jersey	$223K	+$566	1	0.17%	Increased
3962	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$222K	$0	1	0.13%	Maintained
3963	DWA Delos Wealth Advisors Dallas, Texas	$221K	+$222K	5	0.28%	New
3964	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$221K	-$258K	1	0.09%	Reduced
3965	WWM WT Wealth Management Scottsdale, Arizona	$221K	-$35.8K	1	0.09%	Reduced
3966	MIM Macroview Investment Management Bethesda, Maryland	$220K	+$3.4K	8	0.3%	Increased
3967	OWM Opes Wealth Management Menlo Park, California	$219K	+$216K	1	0.08%	New
3968	BWM Bulltick Wealth Management Miami, Florida	$217K	-$458K	1	0.05%	Reduced
3969	AWM Act Wealth Management Plano, Texas	$216K	+$1.21K	1	0.13%	Increased
3970	RCS Retirement Capital Strategies San Jose, California	$216K	$0	1	0.08%	Maintained
3971	AMG Asset Management Group Stamford, Connecticut	$213K	+$133	1	0.04%	Increased
3972	AIP Ahrens Investment Partners Lafayette, Louisiana	$212K	+$214K	1	0.1%	New
3973	FFA Fi3 Financial Advisors Indianapolis, Indiana	$211K	+$16K	1	0.14%	Increased
3974	VR Viridian RIA Bothell, Washington	$211K	-$12.1K	1	0.05%	Reduced
3975	OBGC O'Brien Greene & Co Media, Pennsylvania	$210K	-$208K	1	0.08%	Reduced