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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
4126	WCM Washburn Capital Management Vero Beach, Florida	$239K	-$3.05K	1	0.21%	Reduced
4127	ML McAdam LLC Philadelphia, Pennsylvania	$238K	+$22.6K	1	0.03%	Increased
4128	SCA Southern Capital Advisors Jackson, Tennessee	$238K	+$96	1	0.19%	Increased
4129	VWA VERITY Wealth Advisors Sausalito, United States	$238K	$0	1	0.23%	Maintained
4130	MIM Meridiem Investment Management London, United Kingdom	$237K	$0	2	0.01%	Maintained
4131	SA Sicart Associates New York	$237K	-$37.4K	1	0.07%	Reduced
4132	Charles Schwab Investment Advisory San Francisco, California	$235K	-$206K	1	0%	Reduced
4133	T TNF Billings, Montana	$235K	-$4.59K	1	0.11%	Reduced
4134	RF Resolute Financial Newburyport, Massachusetts	$233K	+$673	1	0.2%	Increased
4135	Blackstone Inc New York	$232K	+$361K	1	0%	New
4136	NR Newfound Research Wellesley Hills, Massachusetts	$232K	+$36K	3	0.49%	Increased
4137	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$232K	-$124K	1	0.06%	Reduced
4138	MWP Moller Wealth Partners	$231K	$0	1	0.08%	Maintained
4139	LWA Lowe Wealth Advisors Columbia, Maryland	$230K	-$40K	5	0.13%	Reduced
4140	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$229K	+$9.61K	9	0.08%	Increased
4141	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$229K	+$238K	1	0.18%	New
4142	BWM Benchmark Wealth Management Old Lyme, Connecticut	$228K	$0	1	0.17%	Maintained
4143	FP Fiduciary Planning Englewood, Florida	$228K	$0	1	0.11%	Maintained
4144	HIC Hartline Investment Corp Winnetka, Illinois	$228K	+$15.8K	1	0.03%	Increased
4145	IWN Independent Wealth Network Urbandale, Iowa	$228K	-$228K	1	0.16%	Reduced
4146	BFG Barber Financial Group Lenexa, Kansas	$227K	-$769K	1	0.04%	Reduced
4147	DP Divergent Planning Bethesda, Maryland	$227K	$0	1	0.16%	Maintained
4148	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$227K	$0	1	0.22%	Maintained
4149	BWM BT Wealth Management Atlanta, Georgia	$226K	-$324K	1	0.06%	Reduced
4150	TDC Thompson Davis & Co Richmond, Virginia	$226K	-$987K	1	0.37%	Reduced