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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	HI Human Investing Lake Oswego, Oregon	$275K	+$252K	1	0.05%	New
4652	CWG Crown Wealth Group Charlotte, North Carolina	$275K	-$582	1	0.12%	Reduced
4653	Alesco Advisors Pittsford, New York	$274K	-$240K	1	0.01%	Reduced
4654	BRA Biechele Royce Advisors Fishers, Indiana	$274K	-$34.9K	1	0.09%	Reduced
4655	AM Account Management Boxford, Massachusetts	$274K	$0	1	0.33%	Maintained
4656	WestHill Financial Advisors San Rafael, California	$274K	+$246K	1	0.06%	New
4657	RFMS RWQ Financial Management Services Naples, Florida	$273K	-$51K	1	0.09%	Reduced
4658	HBS Howard Bailey Securities Fort Wayne, Indiana	$272K	+$256K	1	0.1%	New
4659	FP Fiduciary Planning Englewood, Florida	$272K	$0	1	0.09%	Maintained
4660	HIGP Hill Investment Group Partners St. Louis, Missouri	$271K	$0	1	0.04%	Maintained
4661	LAM LifePro Asset Management San Diego, California	$270K	+$254K	1	0.17%	New
4662	WTG West Tower Group Richmond, Virginia	$269K	+$115K	1	0.57%	Increased
4663	SFA Source Financial Advisors New York	$268K	-$1.36K	1	0.08%	Reduced
4664	SA SRH Advisors Salina, Kansas	$267K	$0	6	0.08%	Maintained
4665	AWA Adapt Wealth Advisors Atlanta, Georgia	$266K	+$1.94K	1	0.14%	Increased
4666	DSN D. Scott Neal Lexington, Kentucky	$266K	$0	1	0.14%	Maintained
4667	PSF Pacific Sun Financial Los Angeles, California	$265K	-$348K	1	0.15%	Reduced
4668	EFA Edge Financial Advisors Wheaton, Illinois	$264K	-$12.5K	1	0.23%	Reduced
4669	RIS Retirement Income Solutions Ann Arbor, Michigan	$264K	$0	1	0.06%	Maintained
4670	Warwick Investment Management Bryan, Texas	$264K	+$2.96K	1	0.06%	Increased
4671	CWA Consilio Wealth Advisors Bellevue, Washington	$264K	+$237K	1	0.11%	New
4672	WP Wealthspan Partners Davenport, Iowa	$263K	$0	1	0.13%	Maintained
4673	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$263K	$0	1	0.19%	Maintained
4674	TCM Tang Capital Management San Diego, California	$261K	$0	1	0.02%	Maintained
4675	VWA Valued Wealth Advisors Holladay, Utah	$259K	+$17.6K	19	0.17%	Increased