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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
4451	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$368K	+$1.89K	9	0.09%	Increased
4452	Truepoint Inc Cincinnati, Ohio	$366K	-$100K	1	0.01%	Reduced
4453	8GI 8VC GP I Austin, Texas	$365K	$0	1	0.45%	Maintained
4454	SWP Significant Wealth Partners Cary, Illinois	$364K	-$1.33M	2	0.2%	Reduced
4455	CA Crane Advisory Fullerton, California	$362K	-$8.91K	1	0.07%	Reduced
4456	AWM Activest Wealth Management Aventure, Florida	$361K	+$200K	6	0.12%	Increased
4457	PF Parker Financial Silverdale, Washington	$361K	$0	1	0.2%	Maintained
4458	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$360K	-$433K	1	0.22%	Reduced
4459	EWM Executive Wealth Management Brighton, Michigan	$360K	-$1.32M	1	0.07%	Reduced
4460	FW Fairway Wealth Independence, Ohio	$360K	+$98.4K	10	0.21%	Increased
4461	FC Fulcrum Capital Seattle, Washington	$359K	$0	1	0.08%	Maintained
4462	FS Ferguson Shapiro Decatur, Georgia	$357K	$0	1	0.14%	Maintained
4463	ACA Arena Capital Advisors Los Angeles, California	$356K	$0	2	0.41%	Maintained
4464	Laird Norton Wetherby Trust Company Seattle, Washington	$356K	-$44.4K	2	0.05%	Reduced
4465	HWM HighMark Wealth Management St. Paul, Minnesota	$354K	-$2.53K	9	0.21%	Reduced
4466	CCWM Correct Capital Wealth Management Clayton, Missouri	$354K	$0	1	0.08%	Maintained
4467	CMP Coston McIsaac & Partners Bar Harbor, Maine	$354K	-$20.5K	12	0.11%	Reduced
4468	RWIA Roger Wittlin Investment Advisory San Francisco, California	$354K	$0	1	0.23%	Maintained
4469	BC Bruce & Co Chicago, Illinois	$352K	$0	1	0.12%	Maintained
4470	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$350K	-$1.75K	6	0.11%	Reduced
4471	OWM OneAscent Wealth Management Birmingham, Alabama	$350K	-$375K	1	0.18%	Reduced
4472	CCM Courage Capital Management Nashville, Tennessee	$348K	$0	1	0.88%	Maintained
4473	TBC Ted Buchan & Co San Diego, California	$346K	$0	1	0.19%	Maintained
4474	APC Asset Planning Corporation Knoxville, Tennessee	$346K	+$25.6K	1	0.26%	Increased
4475	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$346K	$0	1	0.12%	Maintained