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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
4101	FFA Fi3 Financial Advisors Indianapolis, Indiana	$383K	-$186K	1	0.21%	Reduced
4102	FWM FMB Wealth Management Westlake Village, California	$383K	$0	1	0.41%	Maintained
4103	AIM Arcadia Investment Management Kalamazoo, Michigan	$382K	+$13.7K	7	0.08%	Increased
4104	KCPG Kavar Capital Partners Group Leawood, Kansas	$381K	-$223K	1	0.08%	Reduced
4105	3F 360 Financial Wayzata, Minnesota	$381K	-$16.6K	1	0.24%	Reduced
4106	SC Stephens Consulting Flint, Michigan	$380K	-$15.9K	10	0.15%	Reduced
4107	CW Cook Wealth Raleigh, North Carolina	$379K	+$110K	1	0.29%	Increased
4108	Private Management Group Irvine, California	$375K	-$413K	1	0.02%	Reduced
4109	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$374K	-$42.7K	1	0.28%	Reduced
4110	BWA Bordeaux Wealth Advisors Menlo Park, California	$374K	-$12.7K	1	0.15%	Reduced
4111	CA Crane Advisory Fullerton, California	$374K	-$57.5K	1	0.09%	Reduced
4112	KCM Kendall Capital Management Rockville, Maryland	$372K	$0	1	0.16%	Maintained
4113	PSC Prentiss Smith & Co Brattleboro, Vermont	$371K	-$64.5K	1	0.27%	Reduced
4114	CIA Cascade Investment Advisors Oregon City, Oregon	$371K	-$220K	1	0.29%	Reduced
4115	MAWA Moss Adams Wealth Advisors Seattle, Washington	$367K	+$64.8K	1	0.13%	Increased
4116	RHP Royal Harbor Partners Houston, Texas	$366K	+$17.9K	1	0.19%	Increased
4117	OCG Opus Capital Group Cincinnati, Ohio	$366K	-$343K	1	0.06%	Reduced
4118	PF Parker Financial Silverdale, Washington	$364K	-$236K	1	0.25%	Reduced
4119	RW REDW Wealth Albuquerque, New Mexico	$363K	$0	1	0.11%	Maintained
4120	AA AJ Advisors Nashville, Tennessee	$361K	$0	1	0.27%	Maintained
4121	BAM Boyar Asset Management New York	$358K	+$35.2K	1	0.28%	Increased
4122	RCWM Royal Capital Wealth Management Carmel, Indiana	$357K	$0	1	0.34%	Maintained
4123	AF Aldebaran Financial	$357K	-$11K	1	0.56%	Reduced
4124	W WPWealth Fort Worth, Texas	$356K	+$366	1	0.14%	Increased
4125	APC Asset Planning Corporation Knoxville, Tennessee	$356K	+$364K	1	0.27%	New