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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
4551	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$292K	-$1.15M	1	0.06%	Reduced
4552	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$292K	-$197K	1	0.08%	Reduced
4553	CFO Colony Family Offices Charlotte, North Carolina	$291K	+$269K	1	0.09%	New
4554	SC Saltoro Capital Dallas, Texas	$290K	-$468K	1	0.37%	Reduced
4555	SA Strategic Advocates Logan, Utah	$290K	+$36K	1	0.11%	Increased
4556	AL ACAS LLC Rancho Santa Fe, California	$289K	$0	1	0.28%	Maintained
4557	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$287K	-$54.6K	1	0.23%	Reduced
4558	APC Asset Planning Corporation Knoxville, Tennessee	$287K	$0	1	0.21%	Maintained
4559	UIA Ulland Investment Advisors Minneapolis, Minnesota	$286K	+$2.26K	6	0.23%	Increased
4560	GA Greytown Advisors Miami, Florida	$285K	$0	1	0.16%	Maintained
4561	MAM Marquette Asset Management Minneapolis, Minnesota	$285K	$0	2	0.05%	Maintained
4562	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$285K	+$264K	1	0.16%	New
4563	SCG Sonata Capital Group Seattle, Washington	$285K	$0	1	0.13%	Maintained
4564	IDA Intelligence Driven Advisers Carlsbad, California	$285K	-$212K	1	0.04%	Reduced
4565	CPG Custom Portfolio Group Englewood, Colorado	$284K	-$8.44K	6	0.23%	Reduced
4566	MAG Members Advisory Group Williamsville, New York	$283K	-$18.5K	1	0.16%	Reduced
4567	AIS American Investment Services Great Barrington, Massachusetts	$283K	+$238K	1	0.05%	New
4568	SA SRH Advisors Salina, Kansas	$283K	+$3.51K	7	0.09%	Increased
4569	DL DOHJ LLC Seattle, Washington	$283K	-$337K	1	0.08%	Reduced
4570	EWA ERTS Wealth Advisors Marquette, Michigan	$282K	-$24.5K	1	0.06%	Reduced
4571	WWC Waypoint Wealth Counsel Atlanta, Georgia	$282K	+$6.59K	1	0.22%	Increased
4572	SI Seeds Investor New York	$282K	+$57.3K	1	0.26%	Increased
4573	DP Divergent Planning Bethesda, Maryland	$282K	$0	1	0.12%	Maintained
4574	AA ACT Advisors Asheville, North Carolina	$280K	+$298K	1	0.15%	New
4575	FA Fermata Advisors Sonoma, California	$280K	+$37.2K	1	0.06%	Increased