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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	HWP Heritage Wealth Partners Dublin, Ohio	$222K	+$1.53K	1	0.47%	Increased
4327	IAG Investmark Advisory Group Shelton, Connecticut	$222K	+$2.83K	2	0.15%	Increased
4328	TAM Trust Asset Management Houston, Texas	$222K	$0	1	0.02%	Maintained
4329	FGA Fortis Group Advisors Westwood, New Jersey	$221K	-$506K	9	0.07%	Reduced
4330	OWM Opes Wealth Management Menlo Park, California	$221K	+$24K	1	0.06%	Increased
4331	FCM Firestone Capital Management Coral Gables, Florida	$221K	$0	1	0.08%	Maintained
4332	WFA West Financial Advisors Des Moines, Iowa	$220K	$0	3	0.06%	Maintained
4333	TWA Tandem Wealth Advisors Phoenix, Arizona	$220K	-$5.86K	1	0.13%	Reduced
4334	RCS Retirement Capital Strategies San Jose, California	$220K	$0	1	0.1%	Maintained
4335	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$220K	$0	1	0.08%	Maintained
4336	FA Fermata Advisors Sonoma, California	$218K	+$229K	1	0.06%	New
4337	RVPG Relative Value Partners Group	$217K	+$221K	1	0.01%	New
4338	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$217K	-$46.2K	4	0.19%	Reduced
4339	BFAG Blackston Financial Advisory Group The Villages, Florida	$217K	+$4.2K	1	0.15%	Increased
4340	FSA Financial Sense Advisors San Diego, California	$216K	+$47.8K	1	0.09%	Increased
4341	TWM TMD Wealth Management Scottsdale, Arizona	$216K	$0	1	0.06%	Maintained
4342	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$216K	-$38.1K	8	0.06%	Reduced
4343	Orgel Wealth Management Altoona, Wisconsin	$215K	+$233K	1	0.01%	New
4344	ODIJL One Day In July LLC Burlington, Vermont	$214K	+$214K	1	0.04%	New
4345	OMC Overbrook Management Corp New York	$214K	-$11.3K	1	0.05%	Reduced
4346	LBA Lowell Blake & Associates Boston, Massachusetts	$214K	$0	1	0.06%	Maintained
4347	PCMM Piedmont Capital Management (Montana) Whitefish, Montana	$214K	+$244K	1	0.17%	New
4348	CCP Corbin Capital Partners New York	$214K	$0	1	0.32%	Maintained
4349	BI Bramshill Investments Naples, Florida	$213K	+$243K	1	0.02%	New
4350	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$213K	+$243K	1	0.22%	New