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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
4226	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$319K	+$274K	1	0.24%	New
4227	QC QCM Cayman Houston, Texas	$317K	+$328K	2	4.88%	New
4228	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$317K	+$43.8K	6	0.28%	Increased
4229	BWM Benchmark Wealth Management Old Lyme, Connecticut	$317K	$0	1	0.23%	Maintained
4230	Gleason Group Prospect, Kentucky	$316K	-$386K	8	0.1%	Reduced
4231	PWP Pursue Wealth Partners Clayton, California	$316K	+$404K	1	0.24%	Increased
4232	CAM Connacht Asset Management New York	$315K	+$47.8K	1	0.14%	Increased
4233	Wellspring Financial Advisors Cleveland, Ohio	$315K	+$294K	1	0.1%	New
4234	OWM OneAscent Wealth Management Birmingham, Alabama	$314K	-$6.5K	1	0.15%	Reduced
4235	AWM Altus Wealth Management Ft Mitchell, Kentucky	$313K	+$193K	2	0.28%	Increased
4236	VWA VERITY Wealth Advisors Sausalito, United States	$313K	$0	1	0.31%	Maintained
4237	AWM Abound Wealth Management Franklin, Tennessee	$312K	-$42.5K	15	0.15%	Reduced
4238	PFG Pinnacle Financial Group Western Springs, Illinois	$311K	+$267K	1	0.22%	New
4239	Northwest Wealth Management Spencer, Iowa	$311K	+$297K	1	0.13%	New
4240	DLG Daniel L. Goodwin	$311K	-$31.6K	1	0.16%	Reduced
4241	Austin Asset Management Austin, Texas	$310K	$0	1	0.11%	Maintained
4242	AL ACAS LLC Rancho Santa Fe, California	$309K	+$296K	1	0.48%	New
4243	DRW Securities Chicago, Illinois	$308K	-$1.14M	1	0.01%	Reduced
4244	HIA HTG Investment Advisors New Canaan, Connecticut	$307K	+$289K	1	0.31%	New
4245	MWP Moller Wealth Partners	$304K	$0	1	0.1%	Maintained
4246	Summit Financial Strategies Columbus, Ohio	$304K	-$327K	1	0.07%	Reduced
4247	TWM Trevian Wealth Management Weston, Massachusetts	$304K	$0	1	0.33%	Maintained
4248	AWS Aspen Wealth Strategies Arvada, Colorado	$304K	+$283K	1	0.24%	New
4249	SWRP Summit Wealth & Retirement Planning San Ramon, California	$304K	+$233K	2	0.12%	Increased
4250	DP Divergent Planning Bethesda, Maryland	$303K	$0	1	0.19%	Maintained