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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
4726	FI FWG Investments Lexington, Kentucky	$211K	-$218K	1	0.21%	Reduced
4727	CCP Corbin Capital Partners New York	$210K	$0	1	0.41%	Maintained
4728	AWM Affinity Wealth Management Wilmington, Delaware	$210K	-$1.26K	1	0.04%	Reduced
4729	DWM Darwin Wealth Management Tampa, Florida	$210K	-$4.55M	1	0.1%	Reduced
4730	PWP PrairieView Wealth Partners Orland Park, Illinois	$210K	+$205K	1	0.18%	New
4731	OCFG O'Connor Financial Group Quincy, Illinois	$210K	-$33.5K	1	0.12%	Reduced
4732	RS Retirement Solution Redmond, Washington	$209K	-$265K	1	0.06%	Reduced
4733	PPP Private Portfolio Partners Paramus, New Jersey	$209K	-$3.13M	1	0.17%	Reduced
4734	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$209K	-$46.4K	5	0.12%	Reduced
4735	HCA Hyperion Capital Advisors New York	$209K	$0	1	0.1%	Maintained
4736	RCM Ridgepath Capital Management Knoxville, Tennessee	$209K	-$52.5K	1	0.2%	Reduced
4737	ECG EPIQ Capital Group San Francisco, California	$209K	+$206K	1	0.07%	New
4738	WAG Wiser Advisor Group Phoenix, Arizona	$209K	+$25.7K	4	0.33%	Increased
4739	JDR Jay D. Rosenbaum	$208K	-$24K	1	1.18%	Reduced
4740	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$208K	+$203K	1	0.14%	New
4741	CP Creekside Partners Petaluma, California	$207K	+$220K	1	0.11%	New
4742	LWA Lowe Wealth Advisors Columbia, Maryland	$207K	-$56K	6	0.09%	Reduced
4743	LF Lee Financial Dallas, Texas	$206K	-$1.38M	1	0.03%	Reduced
4744	CIR Clear Investment Research Alpharetta, Georgia	$204K	+$22.3K	7	0.27%	Increased
4745	NRA NSI Retail Advisors Warrendale, Pennsylvania	$204K	+$197K	1	0.04%	New
4746	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$204K	+$216K	1	0.15%	New
4747	WW Westshore Wealth Newport Beach, California	$203K	+$201K	1	0.08%	New
4748	HP HT Partners Centerbrook, Connecticut	$203K	+$205K	1	0.07%	New
4749	JCFM JBR Co Financial Management Ardmore, Oklahoma	$203K	+$209K	1	0.14%	New
4750	CFC Coyle Financial Counsel Glenview, Illinois	$203K	$0	1	0.07%	Maintained