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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
4576	BWA BlueChip Wealth Advisors Milton, Georgia	$277K	$0	1	0.16%	Maintained
4577	BF Blankinship & Foster Solana Beach, California	$276K	$0	1	0.07%	Maintained
4578	SP Systematic Portfolios New York	$276K	-$27.7K	1	1.92%	Reduced
4579	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$276K	$0	1	0.05%	Maintained
4580	PWH Priebe Wealth Holdings Maple Grove, Minnesota	$276K	+$190	1	0.22%	Increased
4581	SF SWP Financial San Diego, California	$275K	-$1.47K	1	0.18%	Reduced
4582	PAM Pinpoint Asset Management Hong Kong	$275K	-$23.4K	1	0.04%	Reduced
4583	ARG Advisory Resource Group Tulsa, Oklahoma	$275K	-$91K	1	0.06%	Reduced
4584	VBFG Vishria Bird Financial Group Memphis, Tennessee	$275K	+$1.65K	1	0.12%	Increased
4585	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$275K	-$273K	1	0.09%	Reduced
4586	DSN D. Scott Neal Lexington, Kentucky	$274K	$0	1	0.15%	Maintained
4587	ACC Acorn Creek Capital Fort Collins, Colorado	$274K	-$2.34K	1	0.16%	Reduced
4588	LWM LongView Wealth Management Atlanta, Georgia	$274K	-$167K	1	0.1%	Reduced
4589	RIS Retirement Income Solutions Ann Arbor, Michigan	$273K	-$319K	1	0.07%	Reduced
4590	AWA Adapt Wealth Advisors Atlanta, Georgia	$272K	+$5.14K	1	0.17%	Increased
4591	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$272K	-$31.3K	6	0.19%	Reduced
4592	Flow Traders U.S. New York	$271K	-$663K	1	0.01%	Reduced
4593	SA Stewardship Advisors Mount Joy, Pennsylvania	$270K	+$293	1	0.09%	Increased
4594	UIA Ulland Investment Advisors Minneapolis, Minnesota	$270K	-$25.8K	4	0.19%	Reduced
4595	TCM TD Capital Management Memphis, Tennessee	$269K	-$143K	10	0.03%	Reduced
4596	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$268K	-$68.2K	1	0.07%	Reduced
4597	SIM Sandia Investment Management Boston, Massachusetts	$268K	$0	1	0.33%	Maintained
4598	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$266K	+$23	10	0.2%	Increased
4599	AMG Asset Management Group Stamford, Connecticut	$266K	-$218K	1	0.05%	Reduced
4600	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$265K	$0	1	0.08%	Maintained