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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	PWM Palumbo Wealth Management Great Neck, New York	$513K	-$70.6K	2	0.33%	Reduced
3952	EW Element Wealth Ridgeland, Mississippi	$510K	+$17.1K	2	0.41%	Increased
3953	Everence Capital Management Goshen, Indiana	$506K	$0	2	0.04%	Maintained
3954	AAM Arabesque Asset Management London, United Kingdom	$505K	+$473K	2	0.18%	New
3955	MCM Monument Capital Management Alexandria, Virginia	$505K	+$473K	2	0.16%	New
3956	HBT Heartland Bank & Trust Bloomington, Illinois	$504K	+$23.2K	1	0.38%	Increased
3957	HI Harper Investing Santa Clara, California	$500K	+$504K	1	0.46%	New
3958	UIA Ulland Investment Advisors Minneapolis, Minnesota	$500K	+$22.1K	6	0.37%	Increased
3959	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$499K	+$51.6K	8	0.21%	Increased
3960	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$499K	$0	1	0.21%	Maintained
3961	EAM Eukles Asset Management Cincinnati, Ohio	$497K	-$19.2K	5	0.27%	Reduced
3962	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$496K	+$464K	2	0.1%	New
3963	FG Formula Growth Montreal, Quebec, Canada	$495K	-$599K	1	0.09%	Reduced
3964	RCM Ratan Capital Management Miami Beach, Florida	$495K	-$7.64M	1	0.34%	Reduced
3965	1C 1623 Capital Alexandria, Virginia	$493K	-$190K	1	0.25%	Reduced
3966	LAS LWM Advisory Services Plantation, Florida	$493K	+$485K	2	0.61%	New
3967	Ritter Daniher Financial Advisory Cincinnati, Ohio	$493K	+$5.37K	5	0.34%	Increased
3968	TC Tacita Capital Toronto, Ontario, Canada	$493K	+$27.3K	7	0.29%	Increased
3969	CHA Cooper/Haims Advisors Victor, New York	$492K	+$29.8K	2	0.32%	Increased
3970	OneAscent Financial Services Birmingham, Alabama	$492K	-$138K	2	0.35%	Reduced
3971	Nadler Financial Group Deerfield, Illinois	$490K	+$246K	2	0.08%	Increased
3972	WPA Winning Points Advisors Boca Raton, Florida	$490K	-$2.07M	2	0.38%	Reduced
3973	DL DOHJ LLC Seattle, Washington	$488K	+$467K	1	0.23%	New
3974	BA Bluesphere Advisors East Norriton, Pennsylvania	$487K	+$95	2	0.41%	Increased
3975	Kathmere Capital Management Wayne, Pennsylvania	$486K	+$471K	2	0.08%	New