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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
4926	WSWA Warren Street Wealth Advisors Newport Beach, California	$365K	+$66.3K	1	0.15%	Increased
4927	ACM Ascent Capital Management Bend, Oregon	$365K	+$391K	1	0.37%	New
4928	HWM HighMark Wealth Management St. Paul, Minnesota	$365K	-$26.9K	11	0.21%	Reduced
4929	VWA VSM Wealth Advisory Hunt Valley, Maryland	$365K	+$575K	10	0.13%	New
4930	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$364K	+$280K	1	0.12%	New
4931	FWM FMB Wealth Management Westlake Village, California	$364K	$0	1	0.2%	Maintained
4932	Harfst & Associates Sheridan, Wyoming	$363K	-$190K	1	0.08%	Reduced
4933	EA Evolution Advisers Richmond, Virginia	$362K	$0	8	0.2%	Maintained
4934	TruNorth Capital Management Kalamazoo, Michigan	$362K	-$8.18K	5	0.1%	Reduced
4935	RP Riverwater Partners Milwaukee, Wisconsin	$361K	-$15.6K	1	0.18%	Reduced
4936	FDS Freedom Day Solutions Houston, Texas	$361K	-$49.1K	1	0.11%	Reduced
4937	AIS American Investment Services Great Barrington, Massachusetts	$361K	-$148K	1	0.06%	Reduced
4938	SL Stevard LLC Chicago, Illinois	$360K	+$278K	1	1.35%	New
4939	TR Tepp RIA Westfield, New Jersey	$358K	+$401K	1	0.53%	New
4940	PS Portfolio Strategies Monsey, New York	$356K	$0	1	0.05%	Maintained
4941	MCM Mainstream Capital Management Los Angeles, California	$355K	+$311	9	0.25%	Increased
4942	MIG Mariner Investment Group Harrison, New York	$355K	+$439K	1	0.07%	New
4943	CCM CAAS Capital Management New York	$354K	-$181K	1	0.06%	Reduced
4944	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$353K	+$378K	1	0.36%	New
4945	APW Atlantic Private Wealth Chapel Hill, North Carolina	$353K	+$33.5K	7	0.27%	Increased
4946	AGAM Audent Global Asset Management West Hollywood, California	$351K	+$311K	1	0.23%	New
4947	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$350K	$0	1	0.13%	Maintained
4948	FWA FSC Wealth Advisors Fishkill, New York	$349K	-$109K	9	0.23%	Reduced
4949	GF GGM Financials Columbus, Ohio	$349K	+$1.67K	1	0.37%	Increased
4950	BWA BCU Wealth Advisors Vernon Hills, Illinois	$349K	+$714	1	0.2%	Increased