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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
3976	LFA Landmark Financial Advisors Bowling Green, Kentucky	$486K	-$21.5K	2	0.23%	Reduced
3977	TFA Tranquilli Financial Advisor Clinton, New Jersey	$486K	+$185K	2	0.35%	Increased
3978	Partners in Financial Planning Salem, Virginia	$484K	+$62.9K	1	0.15%	Increased
3979	Opes Wealth Management Menlo Park, California	$484K	+$193K	2	0.16%	Increased
3980	JM Jeneq Management New York	$479K	+$508K	1	0.12%	New
3981	RGF Retirement Guys Formula Maumee, Ohio	$479K	+$207K	1	0.32%	Increased
3982	SWM Sugarloaf Wealth Management Duluth, Georgia	$479K	-$17.5K	8	0.11%	Reduced
3983	BWM Blossom Wealth Management San Ramon, Ca, California	$477K	+$466	1	2.15%	Increased
3984	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$476K	-$66.6K	1	0.29%	Reduced
3985	HFS HBC Financial Services Seattle, Washington	$475K	-$28.7K	5	0.34%	Reduced
3986	NRA NSI Retail Advisors Warrendale, Pennsylvania	$475K	$0	1	0.07%	Maintained
3987	Callan Capital La Jolla, California	$473K	-$185K	2	0.07%	Reduced
3988	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$470K	+$187K	2	0.14%	Increased
3989	DUMAC Inc Durham, North Carolina	$468K	+$508K	1	1.14%	New
3990	LPWM Lake Point Wealth Management Rockwall, Texas	$468K	-$19.2K	8	0.22%	Reduced
3991	BFA Brendel Financial Advisors Hanover, New Hampshire	$465K	+$1.67K	2	0.25%	Increased
3992	Iron Gate Global Advisors Nsl, Utah	$462K	-$5.82M	1	0.11%	Reduced
3993	Comgest Global Investors Paris, France	$457K	-$146K	1	0.01%	Reduced
3994	Ninepoint Partners Toronto, Ontario, Canada	$457K	-$83.2K	1	0.1%	Reduced
3995	LAS Lloyd Advisory Services Suwanee, Georgia	$456K	+$48.1K	12	0.21%	Increased
3996	EWA ERTS Wealth Advisors Marquette, Michigan	$455K	-$6.89K	1	0.13%	Reduced
3997	DG DMC Group Birmingham, Alabama	$454K	-$312K	1	0.51%	Reduced
3998	SWM Soundmark Wealth Management Kirkland, Washington	$454K	-$4.42K	1	0.32%	Reduced
3999	AMP Capital Investors Sydney, Australia	$453K	-$619K	1	0.02%	Reduced
4000	FA Fortis Advisors Wayne, Pennsylvania	$453K	+$332K	5	0.25%	Increased