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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
4601	T TOBAM Paris, France	$264K	+$169K	1	0.02%	Increased
4602	DSN D. Scott Neal Lexington, Kentucky	$264K	$0	1	0.17%	Maintained
4603	MWM Maltin Wealth Management Ridgewood, New Jersey	$263K	$0	1	0.15%	Maintained
4604	SPP Single Point Partners Boston, Massachusetts	$263K	-$33.3K	1	0.06%	Reduced
4605	SA Stewardship Advisors Mount Joy, Pennsylvania	$263K	-$1.6K	1	0.09%	Reduced
4606	TCM Towercrest Capital Management Newtown, Pennsylvania	$262K	+$13.8K	1	0.04%	Increased
4607	KA Kercheville Advisors San Antonio, Texas	$261K	-$268K	1	0.12%	Reduced
4608	LWA Lowe Wealth Advisors Columbia, Maryland	$261K	-$37.3K	6	0.12%	Reduced
4609	NA Nottingham Advisors Amherst, New York	$261K	-$14.4K	1	0.03%	Reduced
4610	PCI Planning Center Inc Moline, Illinois	$261K	$0	1	0.06%	Maintained
4611	HCA Hyperion Capital Advisors New York	$260K	+$238K	1	0.12%	New
4612	MIM Macroview Investment Management Bethesda, Maryland	$260K	+$11.1K	16	0.29%	Increased
4613	PAM Pinpoint Asset Management Hong Kong	$258K	+$239K	1	0.04%	New
4614	EE EWG Elevate Roseville, California	$258K	-$803K	1	0.1%	Reduced
4615	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$258K	-$1.11K	10	0.21%	Reduced
4616	YWM Yoder Wealth Management Walnut Creek, California	$258K	-$246K	1	0.17%	Reduced
4617	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$258K	$0	1	0.08%	Maintained
4618	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$258K	$0	1	0.21%	Maintained
4619	R Rebalance Palo Alto, California	$257K	$0	1	0.02%	Maintained
4620	CPP Capasso Planning Partners Charleston, South Carolina	$257K	+$216K	1	0.11%	New
4621	ASI Advisory Services & Investments Bend, Oregon	$257K	$0	1	0.18%	Maintained
4622	AWA Adapt Wealth Advisors Atlanta, Georgia	$257K	+$250K	1	0.18%	New
4623	SWM Sanctuary Wealth Management Pocatello, Idaho	$256K	-$72K	3	0.21%	Reduced
4624	PCS Private Client Services Louisville, Kentucky	$256K	+$236K	1	0.17%	New
4625	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$255K	+$237K	1	0.16%	New