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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
4676	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$228K	-$3.21K	1	0.03%	Reduced
4677	SL Sentinus LLC Oak Brook, Illinois	$228K	+$586	1	0.07%	Increased
4678	CTA Camelot Technology Advisors San Francisco, California	$228K	+$222K	1	0.21%	New
4679	CWA Centennial Wealth Advisory Traverse City, Michigan	$228K	+$4.57K	1	0.1%	Increased
4680	WWS Wellington Wealth Strategies Indianapolis, Indiana	$228K	-$1.11M	1	0.96%	Reduced
4681	WFA West Financial Advisors Des Moines, Iowa	$228K	+$631	3	0.05%	Increased
4682	SPP Single Point Partners Boston, Massachusetts	$227K	-$40.7K	1	0.39%	Reduced
4683	SFA Source Financial Advisors New York	$227K	-$49.8K	1	0.07%	Reduced
4684	SGWM Sterling Group Wealth Management Pasadena, California	$227K	+$228K	1	0.13%	New
4685	AAM Ameraudi Asset Management New York	$227K	+$240K	1	0.1%	New
4686	KV Kickstand Ventures Pittsford, New York	$227K	$0	1	0.06%	Maintained
4687	GSC Ground Swell Capital Folly Beach, South Carolina	$225K	+$205K	1	0.17%	New
4688	TA TPG Advisors Northfield, Illinois	$224K	+$222K	1	0.19%	New
4689	AWM Austin Wealth Management Austin, Texas	$224K	+$293	1	0.05%	Increased
4690	NL NDWM LLC La Jolla, California	$223K	$0	1	0.2%	Maintained
4691	BF Brooklyn FI New York	$223K	-$225	1	0.09%	Reduced
4692	KA Kercheville Advisors San Antonio, Texas	$223K	-$23.2K	1	0.1%	Reduced
4693	DI Disciplined Investments Tulsa, Oklahoma	$222K	+$223K	1	0.12%	New
4694	MCC Maiden Cove Capital Cape Elizabeth, Maine	$222K	+$209K	1	0.48%	New
4695	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$221K	+$635	39	0.03%	Increased
4696	MFA McClarren Financial Advisors State College, Pennsylvania	$221K	+$496K	7	0.15%	Increased
4697	TCM Tang Capital Management San Diego, California	$220K	+$221K	1	0.02%	New
4698	ORP Orion Resource Partners New York	$219K	+$209K	1	0.03%	New
4699	MPCA Madison Park Capital Advisors Seattle, Washington	$219K	+$9.98K	1	0.18%	Increased
4700	IDBONY Israel Discount Bank of New York New York	$219K	-$840K	1	0.35%	Reduced