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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
4176	BEW Burton Enright Welch Walnut Creek, California	$216K	-$148	1	0.13%	Reduced
4177	QFA Quantum Financial Advisors El Segundo, California	$215K	+$221K	1	0.08%	New
4178	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$215K	-$225K	1	0.06%	Reduced
4179	MCG McCollum Christoferson Group Amherst, New York	$213K	$0	1	0.06%	Maintained
4180	GWA Gibson Wealth Advisors Tyler, Texas	$212K	$0	2	0.24%	Maintained
4181	CA Corrado Advisors Ramsey, New Jersey	$211K	$0	1	0.15%	Maintained
4182	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$211K	+$1.26K	1	0.44%	Increased
4183	WPIC White Pine Investment Company Livonia, Michigan	$211K	+$203K	1	0.08%	New
4184	AWM Aspire Wealth Management Waltham, Massachusetts	$210K	-$231K	1	0.19%	Reduced
4185	BMD Better Money Decisions Santa Fe, New Mexico	$210K	+$219K	8	0.18%	New
4186	GG GenWealth Group Maplewood, New Jersey	$210K	$0	1	0.07%	Maintained
4187	SHFA SC&H Financial Advisors Sparks, Maryland	$210K	-$515K	1	0.1%	Reduced
4188	SG Somerset Group Wayzata, Minnesota	$210K	$0	1	0.18%	Maintained
4189	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$209K	+$19.5K	7	0.23%	Increased
4190	RF Rollins Financial Atlanta, Georgia	$209K	-$396K	1	0.07%	Reduced
4191	EIA Eldridge Investment Advisors Manchester, New Hampshire	$208K	-$464K	1	0.08%	Reduced
4192	AWM AAF Wealth Management Westborough, Massachusetts	$207K	+$207K	1	0.16%	New
4193	FWM FSA Wealth Management Needham, Massachusetts	$207K	-$42.9K	1	0.57%	Reduced
4194	CWM Collaborative Wealth Management Lake Mary, Florida	$206K	+$206K	1	0.14%	New
4195	OIS Okabena Investment Services Minneapolis, Minnesota	$205K	+$20.1K	3	0.11%	Increased
4196	TIM Total Investment Management Scottsdale, Arizona	$205K	-$249K	1	0.04%	Reduced
4197	TA Trellis Advisors Ellensburg, Washington	$205K	+$18.4K	1	0.11%	Increased
4198	AFT Alpha Family Trust Los Angeles, California	$203K	+$203K	1	0.13%	New
4199	NCMW Northern Capital Management (Washington) Spokane, Washington	$203K	-$9.44K	1	0.2%	Reduced
4200	RW RVW Wealth Los Angeles, California	$203K	$0	1	0.03%	Maintained