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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	DWA Delos Wealth Advisors Dallas, Texas	$71K	-$119K	7	0.08%	Reduced
4277	KAH Kathryn A. Hall	$69K	+$48.2K	1	0.03%	Increased
4278	Cowen and Company New York	$68K	$0	1	0.01%	Maintained
4279	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$68K	+$3.64K	7	0.04%	Increased
4280	FCG Financial Connections Group Corte Madera, California	$64K	+$26.4K	6	0.06%	Increased
4281	SM Sabby Management Miami Beach, Florida	$62K	+$107K	1	0.04%	New
4282	IFS Intelligent Financial Strategies Excelsior, Minnesota	$61K	$0	1	0.06%	Maintained
4283	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$60K	-$219K	1	0.01%	Reduced
4284	TWP TFO Wealth Partners Maumee, Ohio	$60K	-$178K	12	0.01%	Reduced
4285	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$59K	-$65.8K	1	0.07%	Reduced
4286	WWP Waypoint Wealth Partners Mill Valley, California	$58K	$0	1	0.02%	Maintained
4287	Harding Loevner Bridgewater, New Jersey	$55K	$0	1	0%	Maintained
4288	APW Axim Planning & Wealth Springboro, Ohio	$54K	+$58.9K	3	0.04%	New
4289	AWM Activest Wealth Management Aventure, Florida	$53K	+$20.7K	6	0.04%	Increased
4290	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$53K	+$42.8K	3	0.02%	New
4291	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$52K	$0	2	0.08%	Maintained
4292	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$52K	$0	3	0.07%	Maintained
4293	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$50K	$0	4	0.05%	Maintained
4294	GIA Goodwin Investment Advisory Woodstock, Georgia	$49.8K	-$1K	1	0.04%	Reduced
4295	Hershey Trust Company Hershey, Pennsylvania	$49K	$0	1	0%	Maintained
4296	CM Cornerstone Management Duluth, Georgia	$48.7K	-$3.47K	4	0.01%	Reduced
4297	CWM Cedar Wealth Management Walnut Creek, California	$48K	-$24.1K	5	0.02%	Reduced
4298	JCP JB Capital Partners Armonk, New York	$46K	$0	1	0.01%	Maintained
4299	KCM Kempner Capital Management Galveston, Texas	$46K	$0	1	0.03%	Maintained
4300	SCA Sander Capital Advisors Seattle, Washington	$46K	+$49.7K	1	0.04%	New