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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
4376	RWP Revolve Wealth Partners Hackensack, New Jersey	$230K	+$219K	1	0.05%	New
4377	WA WESPAC Advisors Orinda, California	$229K	+$226K	1	0.18%	New
4378	SW SMART Wealth Omaha, Nebraska	$229K	-$6.03K	1	0.17%	Reduced
4379	SA SRH Advisors Salina, Kansas	$229K	$0	6	0.12%	Maintained
4380	CFC Coyle Financial Counsel Glenview, Illinois	$228K	+$1.04K	1	0.1%	Increased
4381	WCM Washburn Capital Management Vero Beach, Florida	$228K	-$395K	1	0.19%	Reduced
4382	First Pacific Advisors El Segundo, California	$228K	+$227K	1	0%	New
4383	TWM Tolleson Wealth Management Dallas, Texas	$227K	$0	1	0.05%	Maintained
4384	IF IRON Financial Northbrook, Illinois	$227K	+$202K	1	0.12%	New
4385	Alphadyne Asset Management New York	$227K	+$215K	1	0.03%	New
4386	FOFP Fee-Only Financial Planning Okatie, South Carolina	$226K	-$5.02K	1	0.17%	Reduced
4387	Mondrian Investment Partners London, United Kingdom	$226K	$0	1	0%	Maintained
4388	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$225K	+$185K	2	0.22%	Increased
4389	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$224K	+$288	9	0.22%	Increased
4390	OMC Overbrook Management Corp New York	$224K	+$207K	1	0.05%	New
4391	FA Fountainhead AM Warren, New Jersey	$224K	-$8.36K	1	0.08%	Reduced
4392	TAM Trust Asset Management Houston, Texas	$224K	$0	1	0.02%	Maintained
4393	2L 25 LLC St. Louis, Missouri	$223K	-$5.55K	10	0.12%	Reduced
4394	ICM Intrepid Capital Management Jacksonville Beach, Florida	$223K	+$218K	5	0.16%	New
4395	MWM Maripau Wealth Management Fort Wayne, Indiana	$222K	+$26K	1	0.2%	Increased
4396	HAS Holland Advisory Services Ormond Beach, Florida	$222K	$0	1	0.28%	Maintained
4397	EAM Empirical Asset Management Wellesley, Massachusetts	$221K	+$1.51K	1	0.2%	Increased
4398	FTA Financial & Tax Architects St Louis, Missouri	$221K	+$222K	1	0.07%	New
4399	TC Trilogy Capital Irvine, California	$220K	+$208K	1	0.01%	New
4400	SCM Stordahl Capital Management Greenwood Village, Colorado	$220K	$0	1	0.06%	Maintained