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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
4976	RFW Redwood Family Wealth Addison, Texas	$1.33M	-$3.5K	4	1.16%	Reduced
4977	NMCM Nicholson Meyer Capital Management Kansas City, Missouri	$1.32M	-$4.7K	1	0.88%	Reduced
4978	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$1.32M	-$1.47M	11	0.78%	Reduced
4979	MA MKT Advisors Escondido, California	$1.32M	+$149K	3	0.41%	Increased
4980	BWG Beta Wealth Group San Diego, California	$1.32M	+$790K	3	0.49%	Increased
4981	PGA Portland Global Advisors Portland, Maine	$1.32M	-$242K	3	0.13%	Reduced
4982	LSWP Liberty Square Wealth Partners Bethlehem, Pennsylvania	$1.32M	+$209K	4	0.31%	Increased
4983	TA TFB Advisors Overland Park, Kansas	$1.32M	-$59.4K	3	0.58%	Reduced
4984	PIFP Partners in Financial Planning Salem, Virginia	$1.31M	-$9.39K	2	0.2%	Reduced
4985	ELM Elite Life Management Sarasota, Florida	$1.31M	-$32.6K	4	1.54%	Reduced
4986	GPW Gentry Private Wealth Wichita, Kansas	$1.31M	+$90.6K	2	0.68%	Increased
4987	AF Affiance Financial St. Louis Park, Minnesota	$1.31M	-$607K	4	0.19%	Reduced
4988	B Bayban Bayport, Minnesota	$1.31M	-$101K	16	1%	Reduced
4989	LMFP Larry Mathis Financial Planning Phoenix, Arizona	$1.31M	-$265K	4	1%	Reduced
4990	VDC Van Diest Capital Poly City, Iowa	$1.31M	-$1.29M	4	1.17%	Reduced
4991	Cohen & Steers New York	$1.3M	+$640K	4	0%	Increased
4992	EIA Eldridge Investment Advisors Manchester, New Hampshire	$1.3M	$0	2	0.26%	Maintained
4993	FA FDx Advisors Chicago, Illinois	$1.3M	+$693K	3	0.39%	Increased
4994	GWM Greenhouse Wealth Management Westport, Connecticut	$1.3M	$0	3	0.91%	Maintained
4995	DA DCF Advisers Greenwich, Connecticut	$1.3M	+$1.33M	1	0.23%	New
4996	LPP Life Planning Partners Jacksonville, Florida	$1.3M	+$13K	2	0.97%	Increased
4997	PJWM Philip James Wealth Mangement Milton, Georgia	$1.29M	-$231K	4	0.15%	Reduced
4998	BCM Barometer Capital Management Toronto, Ontario, Canada	$1.29M	-$15.3M	1	0.36%	Reduced
4999	RPA Rock Point Advisors Burlington, Vermont	$1.29M	$0	2	0.31%	Maintained
5000	PCMU Paragon Capital Management (Utah) Provo, Utah	$1.29M	-$17.2K	1	0.95%	Reduced