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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	FWM FMB Wealth Management Westlake Village, California	$312K	+$1.54K	1	0.18%	Increased
4602	UIA Ulland Investment Advisors Minneapolis, Minnesota	$311K	$0	4	0.23%	Maintained
4603	PWS Proactive Wealth Strategies Marietta, Georgia	$310K	+$309K	1	0.17%	New
4604	BSC Brown Shipley & Co London, United Kingdom	$308K	$0	2	0.15%	Maintained
4605	SIM Sandia Investment Management Boston, Massachusetts	$307K	$0	1	0.49%	Maintained
4606	OWA ORBA Wealth Advisors Chicago, Illinois	$307K	-$26.8K	1	0.16%	Reduced
4607	AG Advocate Group Minnetonka, Minnesota	$306K	-$482K	1	0.06%	Reduced
4608	GSC Ground Swell Capital Folly Beach, South Carolina	$306K	+$131K	3	0.27%	Increased
4609	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$303K	-$19.6K	1	0.19%	Reduced
4610	SI SCP Investment Orinda, California	$303K	-$8.27M	1	0.22%	Reduced
4611	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$303K	+$250K	1	0.1%	New
4612	BDL Bey-Douglas LLC Marietta, Georgia	$300K	+$9.01K	1	0.26%	Increased
4613	JF JSF Financial Los Angeles, California	$297K	$0	1	0.09%	Maintained
4614	ARG Advisory Resource Group Tulsa, Oklahoma	$297K	-$26.8K	1	0.06%	Reduced
4615	Cantor Fitzgerald New York	$295K	-$865K	2	0.01%	Reduced
4616	CC Constitution Capital Shelton, Connecticut	$292K	-$749K	1	0.16%	Reduced
4617	EP EPIQ Partners Minneapolis, Minnesota	$292K	$0	1	0.16%	Maintained
4618	I INVST Indianapolis, Indiana	$291K	-$4.33K	1	0.04%	Reduced
4619	BA Bellwether Advisors Lincoln, Nebraska	$291K	-$2.44M	1	0.06%	Reduced
4620	WAG Wiser Advisor Group Phoenix, Arizona	$290K	+$45.1K	5	0.43%	Increased
4621	LFA LGT Financial Advisors Dallas, Texas	$289K	-$163K	15	0.71%	Reduced
4622	PA Planning Alternatives Birmingham, Michigan	$288K	+$14.4K	1	0.04%	Increased
4623	PPW Pasadena Private Wealth Pasadena, California	$288K	$0	1	0.06%	Maintained
4624	B Bensler Bellevue, Washington	$287K	$0	1	0.04%	Maintained
4625	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$287K	$0	1	0.09%	Maintained