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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
4051	EW Element Wealth Ridgeland, Mississippi	$286K	-$216K	1	0.28%	Reduced
4052	RA Rise Advisors Rochester, New York	$286K	+$41.4K	16	0.29%	Increased
4053	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$286K	+$27.2K	5	0.13%	Increased
4054	GAM Gould Asset Management Claremont, California	$284K	-$231K	1	0.09%	Reduced
4055	CGFA Colton Groome Financial Advisors Asheville, North Carolina	$283K	+$284K	1	0.14%	New
4056	RSS Rosenblum Silverman Sutton San Francisco, California	$283K	$0	1	0.09%	Maintained
4057	RS Retirement Solution Redmond, Washington	$282K	-$249K	1	0.15%	Reduced
4058	TFP TrueWealth Financial Partners Bellevue, Washington	$282K	$0	1	0.3%	Maintained
4059	1C 1623 Capital Alexandria, Virginia	$281K	$0	1	0.18%	Maintained
4060	PA Planning Alternatives Birmingham, Michigan	$281K	$0	1	0.05%	Maintained
4061	WMP Wealth Management Partners Tucson, Arizona	$281K	-$283K	1	0.25%	Reduced
4062	IAG Investmark Advisory Group Shelton, Connecticut	$280K	-$192	2	0.28%	Reduced
4063	PWM PRW Wealth Management Quincy, Massachusetts	$279K	-$287K	1	0.16%	Reduced
4064	CC Constitution Capital Shelton, Connecticut	$278K	-$249K	1	0.18%	Reduced
4065	BRF B. Riley Financial Los Angeles, California	$277K	+$439K	1	0.06%	New
4066	BIM Bullseye Investment Management Cincinnati, Ohio	$277K	$0	1	0.25%	Maintained
4067	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$277K	+$918	1	0.08%	Increased
4068	HIP Harrell Investment Partners Austin, Texas	$277K	-$236K	1	0.11%	Reduced
4069	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$276K	+$21.9K	8	0.21%	Increased
4070	RCI RS Crum Inc Newport Beach, California	$274K	+$96	1	0.14%	Increased
4071	RiverFront Investment Group Richmond, Virginia	$273K	-$10.3M	1	0.01%	Reduced
4072	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$271K	-$36.1K	1	0.26%	Reduced
4073	OWM Opes Wealth Management Menlo Park, California	$270K	-$206K	1	0.11%	Reduced
4074	RIS Retirement Income Solutions Ann Arbor, Michigan	$270K	+$6.11K	1	0.1%	Increased
4075	ZIG Zuckerman Investment Group Chicago, Illinois	$269K	$0	1	0.05%	Maintained