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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	Aprio Wealth Management Atlanta, Georgia	$428K	+$216K	2	0.12%	Increased
4052	SAM Sequent Asset Management Houston, Texas	$427K	-$20.8K	1	0.47%	Reduced
4053	SA Sunesis Advisors Overland Park, Kansas	$427K	+$456K	2	0.3%	New
4054	CWA Clarity Wealth Advisors San Jose, California	$426K	$0	1	0.19%	Maintained
4055	LIA LifePlan Investment Advisors Raleigh, North Carolina	$425K	+$433K	1	0.45%	New
4056	KV Kickstand Ventures Pittsford, New York	$425K	+$461K	1	0.13%	New
4057	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$424K	-$694K	2	0.3%	Reduced
4058	IWM Integris Wealth Management Monterey, California	$422K	+$7.22K	1	0.14%	Increased
4059	Bank Hapoalim BM Tel Aviv, Israel	$422K	-$1.72M	1	0.07%	Reduced
4060	DLD Asset Management New York	$422K	+$422K	1	0.05%	New
4061	BWM Blossom Wealth Management San Ramon, Ca, California	$420K	+$11.2K	1	1.35%	Increased
4062	DF Dunhill Financial London, United Kingdom	$420K	+$8.05K	1	0.27%	Increased
4063	HIA HTG Investment Advisors New Canaan, Connecticut	$420K	+$21.5K	1	0.34%	Increased
4064	GWM Greenhouse Wealth Management Westport, Connecticut	$419K	-$258K	1	0.38%	Reduced
4065	Annandale Capital Dallas, Texas	$417K	$0	2	0.1%	Maintained
4066	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$416K	-$53.2K	1	0.19%	Reduced
4067	Wealthstream Advisors New York	$416K	+$423K	1	0.21%	New
4068	Verus Financial Partners Richmond, Virginia	$415K	+$1.44K	2	0.05%	Increased
4069	VWA VERITY Wealth Advisors Sausalito, United States	$413K	$0	1	0.39%	Maintained
4070	White Lighthouse Investment Management Bedford, Massachusetts	$412K	$0	2	0.1%	Maintained
4071	BWA Blodgett Wealth Advisors Concord, California	$411K	$0	1	0.45%	Maintained
4072	BWG Beta Wealth Group San Diego, California	$410K	-$97K	1	0.24%	Reduced
4073	Proffitt & Goodson Knoxville, Tennessee	$409K	+$1.05K	3	0.08%	Increased
4074	CC Copperleaf Capital Raleigh, North Carolina	$409K	-$39.5K	1	0.44%	Reduced
4075	HWM HFR Wealth Management Niskayuna, New York	$409K	-$78.4K	1	0.12%	Reduced