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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
4901	PF Prota Financial Houston, Texas	$1.44M	+$177K	2	0.95%	Increased
4902	E Entelevest Coral Gables, Florida	$1.44M	-$25.6K	4	1.23%	Reduced
4903	RWP Ridgecrest Wealth Partners Mill Valley, California	$1.44M	+$357K	6	0.69%	Increased
4904	TCG Transcendent Capital Group Edmond, Oklahoma	$1.43M	-$521K	1	0.56%	Reduced
4905	AA Addison Advisors Middlebury, Vermont	$1.43M	-$3.33M	16	0.68%	Reduced
4906	VCP Vista Capital Partners Portland, Oregon	$1.43M	-$242K	4	0.12%	Reduced
4907	RMF Red Mountain Financial Fort Collins, Colorado	$1.43M	+$41.9K	2	1.2%	Increased
4908	AIM Ausbil Investment Management Sydney, Australia	$1.43M	+$1.33M	3	0.65%	New
4909	BSTWA Blake Schutter Theil Wealth Advisors Dayton, Ohio	$1.43M	$0	2	0.96%	Maintained
4910	RSVP Ramsay Stattman Vela & Price Colorado Springs, Colorado	$1.43M	-$209K	1	0.25%	Reduced
4911	OCM Osbon Capital Management Boston, Massachusetts	$1.42M	-$20.5K	14	1.12%	Reduced
4912	DM Diker Management New York	$1.42M	+$697K	1	1.1%	Increased
4913	HFP Holistic Financial Partners Indianapolis, Indiana	$1.42M	-$457K	2	0.87%	Reduced
4914	ACM ACT Capital Management Wayne, Pennsylvania	$1.42M	+$1.23M	4	0.93%	Increased
4915	CFS Cannon Financial Strategists Athens, Georgia	$1.42M	+$1.35M	3	0.16%	New
4916	BCM Barden Capital Management Austin, Texas	$1.42M	-$622K	1	1.31%	Reduced
4917	AT Arlington Trust Birmingham, Alabama	$1.42M	+$233K	23	0.12%	Increased
4918	MWP Moller Wealth Partners	$1.42M	+$35.4K	1	0.26%	Increased
4919	GPI General Partner Inc Pittsburgh, Pennsylvania	$1.42M	-$608K	5	0.76%	Reduced
4920	2L 25 LLC St. Louis, Missouri	$1.41M	+$1.07M	2	0.39%	Increased
4921	AWM Avondale Wealth Management West Lake Hills, Texas	$1.41M	+$83.6K	2	0.58%	Increased
4922	CMT Capital Markets Trading Frankfurt, Germany	$1.41M	-$1.95M	2	0.01%	Reduced
4923	MPW Magnolia Private Wealth Philadelphia, Pennsylvania	$1.41M	+$355K	3	0.77%	Increased
4924	RSWA Robinson Smith Wealth Advisors South Portland, Maine	$1.41M	-$39.6K	1	0.84%	Reduced
4925	PPW Presilium Private Wealth Radnor, Pennsylvania	$1.41M	+$390K	2	0.22%	Increased