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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
4401	Black Diamond Financial Towson, Maryland	$403K	$0	1	0.11%	Maintained
4402	FSA Financial Sense Advisors San Diego, California	$400K	+$21.3K	1	0.13%	Increased
4403	WPWealth Fort Worth, Texas	$400K	+$4.9K	1	0.1%	Increased
4404	AAG Accordant Advisory Group Annapolis, Maryland	$400K	+$389K	4	0.3%	New
4405	Bordeaux Wealth Advisors Menlo Park, California	$400K	+$23.8K	1	0.13%	Increased
4406	DWM Dogwood Wealth Management Lenexa, Kansas	$399K	+$94.4K	6	0.27%	Increased
4407	FWA FSC Wealth Advisors Fishkill, New York	$398K	-$78.8K	8	0.28%	Reduced
4408	IF Integrity Financial Cheyenne, Wyoming	$398K	-$536K	1	0.27%	Reduced
4409	VCM Verde Capital Management Clarkston, Michigan	$398K	+$143K	1	0.14%	Increased
4410	SA Skyline Advisors Bellingham, Washington	$396K	-$20.8K	1	0.18%	Reduced
4411	PF Parker Financial Silverdale, Washington	$396K	-$254K	1	0.23%	Reduced
4412	Root Financial Partners Encinitas, California	$395K	+$14.5K	1	0.12%	Increased
4413	FWM FMB Wealth Management Westlake Village, California	$395K	+$10.3K	1	0.32%	Increased
4414	FC Fulcrum Capital Seattle, Washington	$394K	-$150K	1	0.09%	Reduced
4415	VAM Vazirani Asset Management New York	$393K	+$303K	1	1.09%	New
4416	T Tidemark San Diego, California	$391K	-$31.4K	9	0.22%	Reduced
4417	FDS Freedom Day Solutions Houston, Texas	$391K	-$42.5K	1	0.14%	Reduced
4418	AEGON Asset Management (UK) Edinburgh, United Kingdom	$390K	$0	1	0.01%	Maintained
4419	QC QCM Cayman Houston, Texas	$388K	+$414K	1	5.23%	New
4420	Laird Norton Wetherby Trust Company Seattle, Washington	$386K	$0	2	0.05%	Maintained
4421	Madison Wealth Partners Madison, Wisconsin	$384K	+$90	1	0.14%	Increased
4422	CMP Courage Miller Partners Norfolk, Virginia	$383K	+$322K	1	0.13%	New
4423	CAM Costello Asset Management Feasterville, Pennsylvania	$382K	-$435K	4	0.27%	Reduced
4424	TBC Ted Buchan & Co San Diego, California	$381K	$0	1	0.23%	Maintained
4425	BM Belfer Management New York	$378K	+$1.75K	1	6.81%	Increased