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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	LC Lincoln Capital Lincoln, Nebraska	$377K	-$1.14K	1	0.08%	Reduced
4527	IWS Integrity Wealth Solutions Denver, Colorado	$377K	$0	1	0.22%	Maintained
4528	CFP Curran Financial Partners Daniel Island, South Carolina	$377K	-$7.96K	1	0.11%	Reduced
4529	DP Divergent Planning Bethesda, Maryland	$376K	$0	1	0.14%	Maintained
4530	RCS Retirement Capital Strategies San Jose, California	$375K	$0	1	0.15%	Maintained
4531	TWA Talisman Wealth Advisors Mountainside, New Jersey	$375K	-$6.44K	1	0.39%	Reduced
4532	SWM SilverOak Wealth Management Edina, Minnesota	$374K	-$212K	1	0.08%	Reduced
4533	ECM Everence Capital Management Goshen, Indiana	$373K	-$299K	1	0.02%	Reduced
4534	OA Oxbow Advisors Austin, Texas	$372K	-$452K	1	0.04%	Reduced
4535	GAM Grandview Asset Management Harrisburg, Pennsylvania	$372K	-$2.57K	1	0.21%	Reduced
4536	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$372K	+$24.2K	4	0.13%	Increased
4537	TCM TruNorth Capital Management Kalamazoo, Michigan	$371K	+$57.3K	5	0.11%	Increased
4538	AAM Austin Asset Management Austin, Texas	$371K	$0	1	0.07%	Maintained
4539	WFA WMG Financial Advisors Knoxville, Tennessee	$371K	-$8.4K	1	0.17%	Reduced
4540	AC AIFG Consultants Halfmoon, New York	$370K	$0	1	0.28%	Maintained
4541	SI SimpliFi Inc San Diego, California	$369K	-$14.7K	1	0.16%	Reduced
4542	PD Planning Directions Glen Mills, Pennsylvania	$369K	-$13.7K	1	0.22%	Reduced
4543	BA Bluesphere Advisors East Norriton, Pennsylvania	$368K	+$228	1	0.18%	Increased
4544	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$366K	-$460K	1	0.2%	Reduced
4545	EA Evolution Advisers Richmond, Virginia	$366K	+$17.3K	8	0.2%	Increased
4546	IAG Investmark Advisory Group Shelton, Connecticut	$366K	+$3.99K	1	0.18%	Increased
4547	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$365K	$0	1	0.09%	Maintained
4548	WFPG Waller Financial Planning Group Columbus, Ohio	$364K	+$11.8K	1	0.09%	Increased
4549	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$364K	+$1.75K	1	0.2%	Increased
4550	CCM Courage Capital Management Nashville, Tennessee	$363K	$0	1	0.9%	Maintained