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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
4526	CW Cook Wealth Raleigh, North Carolina	$304K	-$72.1K	1	0.18%	Reduced
4527	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$304K	-$1.07M	1	0.07%	Reduced
4528	HWP Heritage Wealth Partners Dublin, Ohio	$302K	$0	1	0.62%	Maintained
4529	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$302K	-$229K	1	0.09%	Reduced
4530	FF Fluent Financial Dallas, Texas	$302K	$0	1	0.17%	Maintained
4531	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$301K	$0	1	0.23%	Maintained
4532	PJWM Philip James Wealth Mangement Milton, Georgia	$300K	+$7.89K	1	0.21%	Increased
4533	AFO Arrowroot Family Office Marina Del Rey, California	$300K	+$67.9K	1	0.19%	Increased
4534	BSC Brown Shipley & Co London, United Kingdom	$299K	+$2.21K	2	0.09%	Increased
4535	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$298K	+$5.65K	1	0.2%	Increased
4536	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$298K	-$59K	1	0.19%	Reduced
4537	TWA Talisman Wealth Advisors Mountainside, New Jersey	$297K	-$5.26K	1	0.37%	Reduced
4538	RBC Roble Belko & Company Sewickley, Pennsylvania	$297K	-$90K	7	0.05%	Reduced
4539	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$297K	-$88.4K	4	0.12%	Reduced
4540	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$296K	-$11.3M	1	0.08%	Reduced
4541	BA Bluesphere Advisors East Norriton, Pennsylvania	$296K	+$181	1	0.16%	Increased
4542	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$295K	+$5.14K	6	0.18%	Increased
4543	EA Eudaimonia Advisors Winchester, Tennessee	$295K	-$69.4K	1	0.16%	Reduced
4544	IF IRON Financial Northbrook, Illinois	$294K	$0	1	0.16%	Maintained
4545	PWA PCG Wealth Advisors Overland Park, Kansas	$294K	+$313K	1	0.14%	New
4546	CG Clifford Group Wayland, Massachusetts	$294K	$0	1	0.24%	Maintained
4547	BWA BlueChip Wealth Advisors Milton, Georgia	$293K	-$23K	1	0.19%	Reduced
4548	IAG Investmark Advisory Group Shelton, Connecticut	$293K	+$2.62K	2	0.16%	Increased
4549	BF Blankinship & Foster Solana Beach, California	$293K	$0	1	0.08%	Maintained
4550	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$292K	-$48.1K	1	0.2%	Reduced