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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
4251	TWA Talisman Wealth Advisors Mountainside, New Jersey	$308K	+$464	1	0.53%	Increased
4252	SPM Symmetry Peak Management Radnor, Pennsylvania	$307K	-$227K	1	0.05%	Reduced
4253	SPW Sonoma Private Wealth Sonoma, California	$306K	+$11.8K	1	0.53%	Increased
4254	IAG Investmark Advisory Group Shelton, Connecticut	$304K	-$26.4K	2	0.2%	Reduced
4255	WDL Well Done LLC Holland, Michigan	$303K	-$31.6K	1	0.06%	Reduced
4256	PC Pecaut & Co Sioux City, Iowa	$301K	$0	1	0.13%	Maintained
4257	BSC Brown Shipley & Co London, United Kingdom	$301K	+$26K	3	0.12%	Increased
4258	AFG Altiora Financial Group Lebanon, Ohio	$298K	$0	1	0.13%	Maintained
4259	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$296K	+$2.5K	5	0.25%	Increased
4260	BAM BOS Asset Management Springfield, Illinois	$295K	$0	1	0.23%	Maintained
4261	PCWA Pacific Capital Wealth Advisors Corona, California	$294K	$0	1	0.07%	Maintained
4262	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$294K	+$278K	1	0.23%	New
4263	SDH Sloy Dahl & Holst Vancouver, Washington	$294K	+$62.5K	1	0.05%	Increased
4264	G Gainplan Bloomfield Hills, Michigan	$294K	+$317K	1	0.16%	New
4265	CMF Counterpoint Mutual Funds San Diego, California	$293K	-$145K	3	0.27%	Reduced
4266	HWM Hemington Wealth Management Falls Church, Virginia	$293K	-$16.7K	2	0.12%	Reduced
4267	UIA Ulland Investment Advisors Minneapolis, Minnesota	$293K	$0	4	0.3%	Maintained
4268	AL ACAS LLC Rancho Santa Fe, California	$293K	$0	1	0.39%	Maintained
4269	EA Evolution Advisers Richmond, Virginia	$291K	+$186	7	0.21%	Increased
4270	BWA BlueSky Wealth Advisors New Bern, North Carolina	$291K	-$63.1K	1	0.06%	Reduced
4271	EAM Eschler Asset Management London, United Kingdom	$291K	+$23K	1	0.41%	Increased
4272	BFAG Blackston Financial Advisory Group The Villages, Florida	$290K	-$14.8K	1	0.21%	Reduced
4273	PCI Planning Center Inc Moline, Illinois	$290K	-$220K	1	0.07%	Reduced
4274	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$288K	$0	1	0.14%	Maintained
4275	LFA Lauterbach Financial Advisors El Paso, Texas	$288K	$0	1	0.22%	Maintained