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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
4201	TA Trellis Advisors Ellensburg, Washington	$276K	-$6.55K	1	0.13%	Reduced
4202	HF Halpern Financial Ashburn, Virginia	$274K	+$171K	7	0.12%	Increased
4203	PPWM Paragon Private Wealth Management Lexington, Kentucky	$274K	+$278K	1	0.24%	New
4204	SEP Southland Equity Partners Wildwood, Missouri	$274K	+$1.73K	1	0.11%	Increased
4205	FP Fiduciary Planning Englewood, Florida	$273K	$0	1	0.15%	Maintained
4206	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$271K	-$115K	1	0.17%	Reduced
4207	AHIA Andrew Hill Investment Advisors Naples, Florida	$270K	+$287K	5	0.25%	New
4208	CFG CKW Financial Group Honolulu, Hawaii	$270K	-$4.15K	3	0.04%	Reduced
4209	WMA West Michigan Advisors Holland, Michigan	$270K	+$274K	1	0.2%	New
4210	FEG Financial Enhancement Group Anderson, Indiana	$269K	+$19.9K	5	0.05%	Increased
4211	ASI Advisory Services & Investments Bend, Oregon	$268K	$0	1	0.17%	Maintained
4212	DWA Delos Wealth Advisors Dallas, Texas	$268K	+$176K	13	0.26%	Increased
4213	KC Kellner Capital New York	$267K	+$240K	1	0.12%	New
4214	WAM Watershed Asset Management San Francisco, California	$266K	+$281K	1	0.24%	New
4215	RA Rise Advisors Rochester, New York	$265K	+$273K	14	0.25%	New
4216	WP Wedgewood Partners St Louis, Missouri	$261K	$0	1	0.03%	Maintained
4217	CA Corrado Advisors Ramsey, New Jersey	$260K	$0	1	0.16%	Maintained
4218	GA Greenspring Advisors Towson, Maryland	$259K	+$276K	1	0.07%	New
4219	NPPM North Point Portfolio Managers Orange Village, Ohio	$259K	$0	1	0.03%	Maintained
4220	CWM Cherrydale Wealth Management Hoboken, New Jersey	$258K	+$313K	1	0.19%	New
4221	Delta Accumulation LLC Sausalito, California	$258K	+$270K	1	0.03%	New
4222	FC Financial Council Towson, Maryland	$258K	-$106K	1	0.31%	Reduced
4223	EA Evolution Advisers Richmond, Virginia	$257K	+$259K	6	0.19%	New
4224	SFP Sterling Financial Planning Sparta, New Jersey	$257K	-$244K	1	0.16%	Reduced
4225	AWC Abundance Wealth Counselors State College, Pennsylvania	$256K	+$269K	1	0.07%	New