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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
4801	LAM Lifestyle Asset Management Friendswood, Texas	$209K	+$192K	1	0.12%	New
4802	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$208K	-$51.2K	1	0.15%	Reduced
4803	RFN Redwood Financial Network Solon, Ohio	$208K	+$196K	1	0.16%	New
4804	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$208K	-$17.2K	3	0.07%	Reduced
4805	SMA Seven Mile Advisory Ewing, New Jersey	$207K	+$186K	1	0.14%	New
4806	SOAG Silver Oak Advisory Group Portland, Oregon	$207K	+$195K	1	0.11%	New
4807	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$207K	+$186K	1	0.19%	New
4808	PWP PrairieView Wealth Partners Orland Park, Illinois	$206K	$0	1	0.22%	Maintained
4809	SI Sprott Inc Toronto, Ontario, Canada	$205K	+$188K	1	0.01%	New
4810	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$205K	+$169K	1	0.16%	New
4811	SWM Seaside Wealth Management Carlsbad, California	$205K	-$385K	1	0.08%	Reduced
4812	ODFS O'Donnell Financial Services San Rafael, California	$205K	+$188K	1	0.08%	New
4813	SFC Strategic Financial Concepts San Antonio, Texas	$204K	-$339K	1	0.07%	Reduced
4814	SW Signify Wealth Saint Louis, Missouri	$204K	+$189K	1	0.25%	New
4815	ASI Advisory Services & Investments Bend, Oregon	$203K	+$857	1	0.14%	Increased
4816	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$203K	+$191K	1	0.19%	New
4817	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$202K	$0	2	0.14%	Maintained
4818	PCI Planning Center Inc Moline, Illinois	$201K	-$46.2K	1	0.02%	Reduced
4819	GC GFG Capital Miami, Florida	$201K	-$455K	1	0.08%	Reduced
4820	JJ Johnson & Johnson New Brunswick, New Jersey	$196K	$0	1	0.05%	Maintained
4821	GC Gibson Capital Wexford, Pennsylvania	$196K	+$180K	1	0.04%	New
4822	MIM Meridiem Investment Management London, United Kingdom	$194K	$0	1	0%	Maintained
4823	PPWM PFG Private Wealth Management Lutz, Florida	$188K	+$117K	6	0.11%	Increased
4824	MCA Maryland Capital Advisors Chester, Maryland	$188K	-$1.65K	5	0.09%	Reduced
4825	IWP IAG Wealth Partners Waukesha, Wisconsin	$184K	-$15K	12	0.03%	Reduced