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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
4351	WFS WealthGarden F.S. El Segundo, California	$2.42M	+$1.52M	3	1.37%	Increased
4352	RWM Rezny Wealth Management Fort Myers, Florida	$2.42M	+$167K	1	0.42%	Increased
4353	KFP Kerr Financial Planning Fresno, California	$2.42M	+$538K	21	2.7%	Increased
4354	EWM Endowment Wealth Management Appleton, Wisconsin	$2.41M	+$1.13M	6	0.93%	Increased
4355	RWC Rare Wolf Capital Bellevue, Washington	$2.41M	-$582K	3	1.55%	Reduced
4356	LHP Lexington Hill Partners Dallas, Texas	$2.41M	+$85.3K	4	1.17%	Increased
4357	RIP Reliant Investment Partners Pinehurst, North Carolina	$2.41M	-$263K	3	1.64%	Reduced
4358	SFS Strategic Financial Services Utica, New York	$2.4M	-$2.97M	3	0.11%	Reduced
4359	NFG Nadler Financial Group Deerfield, Illinois	$2.4M	+$400K	5	0.2%	Increased
4360	CastleKnight Management New York	$2.4M	-$2.93M	3	0.03%	Reduced
4361	MWP Madison Wealth Partners Madison, Wisconsin	$2.4M	+$937K	5	0.31%	Increased
4362	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$2.39M	+$923K	5	0.45%	Increased
4363	BCG BayBridge Capital Group Pleasanton, California	$2.39M	+$449K	2	1.25%	Increased
4364	RMC Ring Mountain Capital Tiburon, California	$2.39M	+$1.16M	5	1%	Increased
4365	KLCM KG&L Capital Management Saint Francisville, Louisiana	$2.39M	+$233K	5	1.42%	Increased
4366	CNBOF City National Bank of Florida Miami, Florida	$2.39M	+$718K	4	1%	Increased
4367	GBA Garrison Bradford & Associates New York	$2.39M	$0	2	2.59%	Maintained
4368	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2.38M	+$31.6K	9	0.19%	Increased
4369	LF LifePlan Financial Mankato, Minnesota	$2.38M	-$13.2K	3	1.67%	Reduced
4370	PGWM Pitti Group Wealth Management Victor, New York	$2.38M	-$267K	2	1.73%	Reduced
4371	GSWM Greenup Street Wealth Management Ann Arbor, Michigan	$2.38M	+$656K	5	0.29%	Increased
4372	SPWM Straight Path Wealth Management Jenison, Michigan	$2.38M	+$151K	3	0.56%	Increased
4373	FMP Financial Management Professionals Austin, Texas	$2.38M	+$149K	31	0.23%	Increased
4374	CCP Carmel Capital Partners San Diego, California	$2.38M	-$1.27M	4	0.78%	Reduced
4375	NWM Northwest Wealth Management Spencer, Iowa	$2.37M	-$677K	5	0.31%	Reduced