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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
4651	EWS Eagle Wealth Strategies West Deptford, New Jersey	$1.83M	+$209K	4	0.7%	Increased
4652	MM MQS Management New York	$1.83M	-$888K	6	2.23%	Reduced
4653	Truepoint Inc Cincinnati, Ohio	$1.83M	+$406K	2	0.04%	Increased
4654	GWWM Great Waters Wealth Management Shoreview, Minnesota	$1.83M	-$1.9M	1	0.17%	Reduced
4655	JWM Jupiter Wealth Management Glendale, Colorado	$1.83M	-$104K	2	0.73%	Reduced
4656	WA Wealthstar Advisors Plano, Texas	$1.83M	-$785K	1	0.53%	Reduced
4657	GW Griffith & Werner Canton, Georgia	$1.82M	+$79.5K	2	0.86%	Increased
4658	CWMGO Capstone Wealth Management Group (Oregon) Bend, Oregon	$1.82M	-$1.33M	3	1.1%	Reduced
4659	SI Saxon Interests Houston, Texas	$1.82M	-$107K	4	0.5%	Reduced
4660	AAG Asset Advisory Group Kinnelon, New Jersey	$1.82M	+$341K	5	0.8%	Increased
4661	ODIJL One Day In July LLC Burlington, Vermont	$1.82M	-$216K	3	0.13%	Reduced
4662	TW Traveka Wealth Los Altos, California	$1.81M	-$275K	4	0.6%	Reduced
4663	GG Greenwood Gearhart Fayetteville, Arkansas	$1.81M	+$450K	3	0.08%	Increased
4664	Capital Markets Trading (UK) London, United Kingdom	$1.81M	-$454K	3	0.02%	Reduced
4665	LC Landaas & Company Milwaukee, Wisconsin	$1.81M	+$677K	5	0.33%	Increased
4666	EIM Ervin Investment Management Seattle, Washington	$1.81M	$0	2	0.98%	Maintained
4667	PCP Panoramic Capital Partners Lake Oswego, Oregon	$1.8M	-$845K	4	0.85%	Reduced
4668	GK Graney & King Latham, New York	$1.8M	+$182K	15	0.65%	Increased
4669	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$1.8M	-$133K	18	0.27%	Reduced
4670	MWM Mascagni Wealth Management Clinton, Mississippi	$1.8M	+$374K	2	1.12%	Increased
4671	PWM Peck Wealth Management White Plains, New York	$1.8M	-$321K	5	1.52%	Reduced
4672	SFP Sterling Financial Planning Sparta, New Jersey	$1.79M	+$47.4K	3	0.49%	Increased
4673	BWM Bernard Wealth Management Royal Oak, Michigan	$1.79M	+$50.4K	8	0.66%	Increased
4674	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$1.79M	+$16.9K	4	0.21%	Increased
4675	AIA Accelerate Investment Advisors Aliso Viejo, California	$1.79M	+$483K	4	1.03%	Increased