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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
4026	LWA Lifelong Wealth Advisors Arden Hills, Minnesota	$3.28M	+$1.56M	2	0.77%	Increased
4027	BAM BOS Asset Management Springfield, Illinois	$3.27M	+$547K	5	0.76%	Increased
4028	CFP Curran Financial Partners Daniel Island, South Carolina	$3.27M	+$1.16M	4	0.49%	Increased
4029	RWA Resolute Wealth Advisor Findlay, Ohio	$3.27M	$0	2	1.86%	Maintained
4030	TAM Trust Asset Management Houston, Texas	$3.26M	+$277K	2	0.2%	Increased
4031	PCM Potomac Capital Management New York	$3.26M	+$920K	3	2.23%	Increased
4032	WAC William Allan Corp Fort Collins, Colorado	$3.26M	+$63.4K	1	1.59%	Increased
4033	TCOTS Trust Company of the South Greensboro, North Carolina	$3.26M	-$417K	5	0.46%	Reduced
4034	TP Thayer Partners Wyndmoor, Pennsylvania	$3.26M	-$102K	2	1.35%	Reduced
4035	GCA Gallagher Capital Advisors Argyle, Texas	$3.26M	+$854K	4	1.86%	Increased
4036	PWP Precedent Wealth Partners Houston, Texas	$3.26M	+$609K	3	0.54%	Increased
4037	GFA Gladwyn Financial Advisors Chantilly, Virginia	$3.26M	$0	3	2.04%	Maintained
4038	PIA Polaris Investment Advisors Framingham, Massachusetts	$3.25M	+$1.66M	2	2.08%	Increased
4039	FWP Flatrock Wealth Partners Newport Beach, California	$3.25M	-$160K	8	1.28%	Reduced
4040	EW Expressive Wealth Chicago, Illinois	$3.24M	-$324K	6	3.06%	Reduced
4041	ADMI Albert D. Mason Inc Boston, Massachusetts	$3.24M	-$1.31M	4	1.84%	Reduced
4042	LWP LFG Wealth Partners Elizabethtown, Kentucky	$3.24M	-$1.33M	5	1.52%	Reduced
4043	HAM Harber Asset Management Asheville, North Carolina	$3.23M	$0	1	1.94%	Maintained
4044	TIM Titan Investment Management Indianapolis, Indiana	$3.23M	+$56.7K	2	2.39%	Increased
4045	WWM WJ Wealth Management Glendale, Arizona	$3.23M	-$8.54M	2	1.28%	Reduced
4046	CFA Collaborative Fund Advisors Reno, Nevada	$3.23M	+$417K	8	1.88%	Increased
4047	YP YANKCOM Partnership Yankton, South Dakota	$3.23M	-$1.3M	8	1.16%	Reduced
4048	KTM Keeler Thomas Management Orem, Utah	$3.23M	+$211K	3	1.14%	Increased
4049	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3.22M	+$29.4K	19	0.32%	Increased
4050	GCM Gunpowder Capital Management Towson, Maryland	$3.22M	+$461K	9	2.26%	Increased