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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
4301	TWM Tolleson Wealth Management Dallas, Texas	$206K	$0	1	0.06%	Maintained
4302	FWA FSC Wealth Advisors Fishkill, New York	$205K	+$675	5	0.19%	Increased
4303	CWA Centennial Wealth Advisory Traverse City, Michigan	$204K	+$925	1	0.11%	Increased
4304	FFA Fi3 Financial Advisors Indianapolis, Indiana	$204K	+$213K	1	0.16%	New
4305	FWP Falcon Wealth Planning Ontario, California	$203K	-$1.16M	1	0.06%	Reduced
4306	PPW Pasadena Private Wealth Pasadena, California	$203K	-$72.3K	1	0.07%	Reduced
4307	CFC Coyle Financial Counsel Glenview, Illinois	$201K	$0	1	0.11%	Maintained
4308	SHJ Sharkey, Howes & Javer Denver, Colorado	$201K	+$192K	1	0.05%	New
4309	CWM Cherrydale Wealth Management Hoboken, New Jersey	$199K	+$4.25K	1	0.15%	Increased
4310	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$198K	-$3.1M	1	0.02%	Reduced
4311	SAM Strategic Asset Management Rochester, Minnesota	$198K	+$1K	5	0.28%	Increased
4312	DWA Delos Wealth Advisors Dallas, Texas	$196K	-$86.9K	9	0.19%	Reduced
4313	RBC Roble Belko & Company Sewickley, Pennsylvania	$187K	+$56.3K	8	0.04%	Increased
4314	WA Win Advisors Palm Beach Gardens, Florida	$186K	+$174K	2	0.05%	New
4315	WFA Wellspring Financial Advisors Cleveland, Ohio	$185K	+$177K	1	0.05%	New
4316	BCM BCK Capital Management Stamford, Connecticut	$184K	-$4.05M	1	0.11%	Reduced
4317	MAM Marquette Asset Management Minneapolis, Minnesota	$183K	-$254K	4	0.04%	Reduced
4318	SA SRH Advisors Salina, Kansas	$183K	$0	6	0.2%	Maintained
4319	MFA McClarren Financial Advisors State College, Pennsylvania	$181K	-$678	5	0.13%	Reduced
4320	LAM Lapides Asset Management Greenwich, Connecticut	$179K	+$224K	1	0.08%	New
4321	TC Tatro Capital Lexington, Kentucky	$178K	-$173K	1	0.13%	Reduced
4322	OFG Orcam Financial Group Encinitas, California	$176K	+$191K	1	0.25%	New
4323	NWM Nauset Wealth Management Westport, Connecticut	$171K	+$176K	6	0.14%	New
4324	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$163K	+$24.7K	5	0.04%	Increased
4325	UID Union Investments & Development Tel Aviv, Israel	$162K	$0	1	0.06%	Maintained