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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
4701	DWM Defined Wealth Management Beaverton, Oregon	$1.75M	-$925	5	0.9%	Reduced
4702	KAS Kemnay Advisory Services New York	$1.75M	-$240K	34	0.22%	Reduced
4703	AW Apricus Wealth Beaufort, South Carolina	$1.74M	-$11.5K	4	0.83%	Reduced
4704	SIM SummerHaven Investment Management Stamford, Connecticut	$1.74M	$0	2	0.93%	Maintained
4705	SCA St. Clair Advisors Mayfield Hts, Ohio	$1.74M	$0	2	0.45%	Maintained
4706	SW SMART Wealth Omaha, Nebraska	$1.73M	-$1.33M	5	0.37%	Reduced
4707	W WealthCollab Bellevue, Washington	$1.73M	+$265K	25	0.63%	Increased
4708	RP Raelipskie Partnership Waterloo, Ontario, Canada	$1.73M	+$1.84K	5	0.65%	Increased
4709	LC Lawood & Co Williamsport, Pennsylvania	$1.73M	+$614K	3	1.17%	Increased
4710	PAYA Phil A. Younker & Associates Fairbanks, Alaska	$1.73M	$0	1	1.17%	Maintained
4711	PAW Plan A Wealth Lincoln, Nebraska	$1.73M	-$26.5K	3	0.74%	Reduced
4712	FRA Front Row Advisors Tiburon, California	$1.73M	+$126K	11	0.5%	Increased
4713	GPW Genesis Private Wealth Ashburn, Virginia	$1.73M	-$254K	5	0.49%	Reduced
4714	SIC Samalin Investment Counsel Chappaqua, New York	$1.73M	-$71.4K	6	0.54%	Reduced
4715	SIP Snowwater Investment Partners Fairfield, Connecticut	$1.73M	-$891	3	1.19%	Reduced
4716	KFS Krane Financial Solutions Calabasas, California	$1.72M	-$1.5K	3	1.06%	Reduced
4717	EWP Elevation Wealth Partners Santa Rosa, California	$1.71M	+$539K	37	0.51%	Increased
4718	CAM Clark Asset Management Stratham, New Hampshire	$1.71M	+$394K	5	0.13%	Increased
4719	FM Freemont Management Vaud, Switzerland	$1.71M	-$39.7M	1	1.65%	Reduced
4720	AAMG AMG Asset Management Group Cartersville, Georgia	$1.71M	+$271K	5	1.07%	Increased
4721	GSF Grove Street Fiduciary Peterborough, New Hampshire	$1.71M	$0	2	0.72%	Maintained
4722	WIM Wiregrass Investment Management Thomasville, Georgia	$1.7M	-$904K	3	1.16%	Reduced
4723	FEM Fulcrum Equity Management Plano, Texas	$1.7M	+$577K	5	1.25%	Increased
4724	EAP Elevation Advisory Partners Orlando, Florida	$1.7M	+$2.16M	1	1.74%	Increased
4725	PWS Pursuit Wealth Strategies Raleigh, North Carolina	$1.7M	-$265K	2	2.21%	Reduced