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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	MWM Maltin Wealth Management Ridgewood, New Jersey	$239K	$0	1	0.13%	Maintained
4652	GL Gerber LLC Columbus, Ohio	$239K	+$2.27K	1	0.19%	Increased
4653	SLC Second Line Capital Metairie, Louisiana	$239K	+$225K	1	0.07%	New
4654	RF Robinswood Financial Kirkland, Washington	$238K	+$20.4K	9	0.1%	Increased
4655	DFA Davies Financial Advisors Murrieta, California	$238K	-$17.9K	1	0.22%	Reduced
4656	DL DOHJ LLC Seattle, Washington	$237K	-$55.1K	1	0.06%	Reduced
4657	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$236K	+$215K	1	0.13%	New
4658	PCI Planning Center Inc Moline, Illinois	$236K	-$9.98K	1	0.03%	Reduced
4659	SWM Sanctuary Wealth Management Pocatello, Idaho	$235K	-$38.5K	3	0.18%	Reduced
4660	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$235K	-$6.59M	1	1.77%	Reduced
4661	CFC Client First Capital San Diego, California	$234K	+$18.6K	2	0.14%	Increased
4662	EP EPIQ Partners Minneapolis, Minnesota	$234K	$0	1	0.16%	Maintained
4663	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$233K	$0	1	0.18%	Maintained
4664	BFP Briaud Financial Planning College Station, Texas	$232K	+$10.3K	3	0.13%	Increased
4665	RFA Rollins Financial Advisors New York City, New York	$232K	$0	1	0.04%	Maintained
4666	AWM AAF Wealth Management Westborough, Massachusetts	$231K	-$292K	1	0.12%	Reduced
4667	CPP Capasso Planning Partners Charleston, South Carolina	$231K	-$61.3K	1	0.08%	Reduced
4668	RWM Ruedi Wealth Management Champaign, Illinois	$231K	+$18.8K	11	0.09%	Increased
4669	CWA Capital Wealth Alliance Scottsdale, Arizona	$230K	-$368K	1	0.13%	Reduced
4670	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$229K	-$230K	1	0.08%	Reduced
4671	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$229K	-$53.8K	1	0.18%	Reduced
4672	ONGA O'Neil Global Advisors Los Angeles, California	$229K	-$290K	1	0.11%	Reduced
4673	TIA Tandem Investment Advisors Charleston, South Carolina	$229K	-$293	1	0.01%	Reduced
4674	CPL CAP Partners LLC Franklin, Tennessee	$229K	+$230K	1	0.19%	New
4675	BIM Bullseye Investment Management Cincinnati, Ohio	$228K	+$202K	1	0.15%	New