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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
4276	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$227K	+$224K	3	0.17%	New
4277	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$226K	$0	1	0.1%	Maintained
4278	LWA Lowe Wealth Advisors Columbia, Maryland	$226K	$0	5	0.1%	Maintained
4279	MIM Meridiem Investment Management London, United Kingdom	$226K	$0	2	0.01%	Maintained
4280	AWM Aprio Wealth Management Atlanta, Georgia	$225K	$0	1	0.09%	Maintained
4281	SGA Seaport Global Advisors Boston, Massachusetts	$224K	+$272K	1	0.3%	New
4282	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$223K	+$745	1	0.07%	Increased
4283	FWM FSA Wealth Management Needham, Massachusetts	$223K	-$3.92K	1	0.13%	Reduced
4284	AL ACAS LLC Rancho Santa Fe, California	$222K	-$11.4K	1	0.29%	Reduced
4285	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$221K	+$232K	1	0.2%	New
4286	SC Seldon Capital San Francisco, California	$221K	+$217K	5	0.14%	New
4287	OMC Overbrook Management Corp New York	$219K	$0	1	0.04%	Maintained
4288	AA Aufman Associates Sewickley, Pennsylvania	$218K	$0	1	0.16%	Maintained
4289	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$218K	-$74K	5	0.02%	Reduced
4290	JW Jenkins Wealth Englewood, Colorado	$218K	+$195K	1	0.07%	New
4291	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$218K	$0	1	0.11%	Maintained
4292	CWA Centennial Wealth Advisory Traverse City, Michigan	$217K	-$9.09K	1	0.12%	Reduced
4293	MIM Macroview Investment Management Bethesda, Maryland	$217K	-$5K	8	0.28%	Reduced
4294	RF Resolute Financial Newburyport, Massachusetts	$216K	+$219K	1	0.16%	New
4295	TWM Tolleson Wealth Management Dallas, Texas	$216K	$0	1	0.06%	Maintained
4296	BFG Baron Financial Group Fair Lawn, New Jersey	$216K	+$202	5	0.12%	Increased
4297	CC Cadinha & Co Honolulu, Hawaii	$215K	$0	1	0.03%	Maintained
4298	APW Austin Private Wealth Austin, Texas	$214K	+$15.1K	1	0.04%	Increased
4299	EPA Element Pointe Advisors Miami, Florida	$214K	-$528K	1	0.07%	Reduced
4300	GSC Ground Swell Capital Folly Beach, South Carolina	$214K	+$197K	1	1.24%	New