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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
4876	MM Morangie Management Vero Beach, Florida	$1.47M	-$73.4K	1	1.22%	Reduced
4877	RFO RiverGlades Family Offices Naples, Florida	$1.47M	+$502K	5	0.67%	Increased
4878	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$1.47M	$0	1	0.2%	Maintained
4879	UFA Unify Financial Advisors Clearwater, Florida	$1.46M	-$29.4K	2	1.35%	Reduced
4880	FPFC Financial Planning Fort Collins Fort Collins, Colorado	$1.46M	$0	1	1.11%	Maintained
4881	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$1.46M	+$233K	13	0.39%	Increased
4882	TF Theory Financial Fort Collins, Colorado	$1.46M	+$318K	1	0.46%	Increased
4883	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$1.46M	-$151K	2	0.14%	Reduced
4884	RFA Rollins Financial Advisors New York City, New York	$1.46M	+$87.8K	4	0.19%	Increased
4885	RCM Requisite Capital Management Dallas, Texas	$1.46M	+$443K	4	0.24%	Increased
4886	WP Wealthspan Partners Davenport, Iowa	$1.46M	+$161K	4	0.46%	Increased
4887	LI LifeWealth Investments Winter Garden, Florida	$1.46M	+$164K	3	0.39%	Increased
4888	JCM J2 Capital Management Troy, Michigan	$1.45M	-$198K	2	0.98%	Reduced
4889	MSK Melissa S. Kampmann	$1.45M	+$114K	1	1.1%	Increased
4890	MWS MFA Wealth Services Thousand Oaks, California	$1.45M	+$161K	4	0.87%	Increased
4891	THCM Taylor Hoffman Capital Management Richmond, Virginia	$1.45M	+$362K	3	0.35%	Increased
4892	CWP CFM Wealth Partners Austin, Texas	$1.45M	-$133K	4	0.18%	Reduced
4893	CWA Continuum Wealth Advisors Saratoga Springs, New York	$1.44M	-$157K	2	0.49%	Reduced
4894	RA Rubicon Advisors Redding, California	$1.44M	+$791K	3	1.05%	Increased
4895	WCM Warburton Capital Management Tulsa, Oklahoma	$1.44M	-$298K	1	0.59%	Reduced
4896	FA Fermata Advisors Sonoma, California	$1.44M	-$86.3K	5	0.29%	Reduced
4897	RYIA Roehl & Yi Investment Advisors Eugene, Oregon	$1.44M	-$3.5K	2	0.47%	Reduced
4898	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$1.44M	-$7.52M	1	0.03%	Reduced
4899	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$1.44M	-$316K	4	0.49%	Reduced
4900	EWA Etesian Wealth Advisors West Linn, Oregon	$1.44M	-$17.4K	3	0.43%	Reduced