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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	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$281K	$0	9	0.09%	Maintained
4277	AWM Aprio Wealth Management Atlanta, Georgia	$280K	+$15.9K	1	0.1%	Increased
4278	LWA Lowe Wealth Advisors Columbia, Maryland	$280K	$0	5	0.15%	Maintained
4279	PWG Private Wealth Group Tampa, Florida	$280K	$0	1	0.4%	Maintained
4280	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$279K	+$240K	1	0.09%	New
4281	VP Verum Partners Charlotte, North Carolina	$279K	+$263K	1	0.34%	New
4282	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$279K	+$211K	1	0.06%	New
4283	KA Kercheville Advisors San Antonio, Texas	$278K	+$239K	1	0.19%	New
4284	GA Greenspring Advisors Towson, Maryland	$278K	+$193K	2	0.07%	Increased
4285	WAM Watershed Asset Management San Francisco, California	$277K	+$20.4K	1	0.35%	Increased
4286	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$277K	-$42.2K	1	0.05%	Reduced
4287	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$277K	-$1.07M	2	0.12%	Reduced
4288	DSN D. Scott Neal Lexington, Kentucky	$275K	$0	1	0.13%	Maintained
4289	VBFG Vishria Bird Financial Group Memphis, Tennessee	$275K	$0	1	0.19%	Maintained
4290	PC Pecaut & Co Sioux City, Iowa	$271K	+$233K	1	0.13%	New
4291	AWM Arista Wealth Management Las Vegas, Nevada	$271K	+$267K	1	0.17%	New
4292	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$271K	$0	7	0.11%	Maintained
4293	CSC Caldwell Sutter Capital Sausalito, California	$270K	+$248K	4	0.24%	New
4294	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$269K	$0	1	0.14%	Maintained
4295	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$269K	-$17.3K	2	0.05%	Reduced
4296	LWMNY Landmark Wealth Management (New York) Melville, New York	$269K	$0	1	0.19%	Maintained
4297	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$269K	$0	1	0.19%	Maintained
4298	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$267K	$0	1	0.11%	Maintained
4299	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$267K	$0	1	0.12%	Maintained
4300	RCI RS Crum Inc Newport Beach, California	$266K	-$19.9K	1	0.12%	Reduced