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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
4326	R Rebalance Palo Alto, California	$261K	$0	1	0.02%	Maintained
4327	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$259K	$0	7	0.1%	Maintained
4328	SPP Single Point Partners Boston, Massachusetts	$259K	-$2.1M	1	0.36%	Reduced
4329	CCM Courage Capital Management Nashville, Tennessee	$258K	$0	1	0.71%	Maintained
4330	WFPG Waller Financial Planning Group Columbus, Ohio	$258K	+$46.3K	1	0.07%	Increased
4331	SFS Summit Financial Strategies Columbus, Ohio	$258K	+$6.03K	1	0.05%	Increased
4332	HWM HighMark Wealth Management St. Paul, Minnesota	$258K	-$56.3K	10	0.19%	Reduced
4333	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$257K	$0	1	0.88%	Maintained
4334	SFS Starfox Financial Services The Woodlands, Texas	$257K	$0	1	0.26%	Maintained
4335	RCI RS Crum Inc Newport Beach, California	$256K	-$1.96K	1	0.09%	Reduced
4336	FSWA Financial Synergies Wealth Advisors Houston, Texas	$256K	-$53.8K	9	0.04%	Reduced
4337	CAM Connacht Asset Management New York	$255K	-$36K	1	0.35%	Reduced
4338	TWA Tandem Wealth Advisors Phoenix, Arizona	$254K	-$91.6K	1	0.15%	Reduced
4339	SWM Sanctuary Wealth Management Pocatello, Idaho	$253K	+$243K	4	0.27%	New
4340	PA Planning Alternatives Birmingham, Michigan	$252K	$0	1	0.05%	Maintained
4341	FWM FSA Wealth Management Needham, Massachusetts	$252K	-$194K	1	0.14%	Reduced
4342	ACM Avalon Capital Management Port Of Redwood City, California	$252K	-$190K	1	0.12%	Reduced
4343	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$251K	-$4.77K	1	0.11%	Reduced
4344	SG Somerset Group Wayzata, Minnesota	$250K	$0	1	0.21%	Maintained
4345	EA Echo45 Advisors Walnut Creek, California	$250K	-$56.3K	1	0.21%	Reduced
4346	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$249K	+$236K	1	0.17%	New
4347	VBWMG Von Berge Wealth Management Group San Diego, California	$249K	-$440K	1	0.21%	Reduced
4348	RS Retirement Solution Redmond, Washington	$248K	-$32.8K	1	0.08%	Reduced
4349	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$247K	-$2.32K	1	0.09%	Reduced
4350	KAM KEB Asset Management Springfield, Illinois	$246K	$0	1	0.1%	Maintained