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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	FWA FSC Wealth Advisors Fishkill, New York	$296K	+$49.4K	7	0.47%	Increased
4227	KCM Kendall Capital Management Rockville, Maryland	$295K	+$4.13K	1	0.14%	Increased
4228	AWS Aspen Wealth Strategies Arvada, Colorado	$295K	$0	1	0.23%	Maintained
4229	DC Destiny Capital Golden, Colorado	$295K	$0	1	0.24%	Maintained
4230	DP Divergent Planning Bethesda, Maryland	$294K	$0	1	0.17%	Maintained
4231	WAM Watershed Asset Management San Francisco, California	$294K	+$49K	1	0.36%	Increased
4232	Check Capital Management Costa Mesa, California	$293K	-$21.2K	1	0.01%	Reduced
4233	GJCM Grand Jean Capital Management San Francisco, California	$291K	$0	1	0.11%	Maintained
4234	CP Castleview Partners Dallas, Texas	$289K	+$138K	9	0.26%	Increased
4235	HWM Hemington Wealth Management Falls Church, Virginia	$288K	-$245K	2	0.12%	Reduced
4236	UIA Ulland Investment Advisors Minneapolis, Minnesota	$288K	-$202K	4	0.34%	Reduced
4237	ASI Advisory Services & Investments Bend, Oregon	$287K	+$280K	1	0.26%	New
4238	BA Bluesphere Advisors East Norriton, Pennsylvania	$286K	+$99	1	0.24%	Increased
4239	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$286K	-$643K	1	0.16%	Reduced
4240	EA Echo45 Advisors Walnut Creek, California	$285K	-$275K	1	0.24%	Reduced
4241	EW Element Wealth Ridgeland, Mississippi	$283K	-$213K	1	0.21%	Reduced
4242	RS Retirement Solution Redmond, Washington	$283K	+$24.5K	1	0.1%	Increased
4243	EAM Eschler Asset Management London, United Kingdom	$283K	+$41.3K	1	0.22%	Increased
4244	GM GeoWealth Management Chicago, Illinois	$283K	-$577K	3	0.03%	Reduced
4245	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$283K	+$23.5K	2	0.12%	Increased
4246	SCG Sonata Capital Group Seattle, Washington	$282K	$0	1	0.15%	Maintained
4247	LWA Lineweaver Wealth Advisors Valley View, Ohio	$281K	-$1.14M	1	0.09%	Reduced
4248	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$281K	+$171K	1	0.31%	New
4249	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$280K	-$15.9K	6	0.24%	Reduced
4250	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$280K	+$14.8K	13	0.17%	Increased