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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
5051	AAM Austin Asset Management Austin, Texas	$288K	-$86.5K	1	0.06%	Reduced
5052	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$288K	$0	1	0.09%	Maintained
5053	MI Moneywise Inc Forest, Virginia	$288K	$0	1	0.14%	Maintained
5054	ICMM Integrated Capital Management (Michigan) Bloomfield, Michigan	$288K	+$1.44K	1	0.15%	Increased
5055	LSL Legacy Solutions LLC Kennett Square, Pennsylvania	$287K	+$299K	1	0.31%	New
5056	PWH Priebe Wealth Holdings Maple Grove, Minnesota	$287K	+$4.8K	1	0.19%	Increased
5057	DHC Drum Hill Capital Westport, Connecticut	$287K	+$307K	1	0.36%	New
5058	FFG First Financial Group Raleigh, North Carolina	$286K	+$306K	1	0.32%	New
5059	WFA West Financial Advisors Des Moines, Iowa	$285K	+$31K	3	0.06%	Increased
5060	WPW Watershed Private Wealth Oak Brook, Illinois	$285K	-$226K	1	0.11%	Reduced
5061	AAM Ameraudi Asset Management New York	$285K	$0	1	0.16%	Maintained
5062	CGIM Cannon Global Investment Management Davie, Florida	$284K	-$187K	1	0.62%	Reduced
5063	WP Wealthspan Partners Davenport, Iowa	$284K	$0	1	0.14%	Maintained
5064	EAM Everstar Asset Management Mooresville, North Carolina	$284K	-$211K	1	0.2%	Reduced
5065	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$284K	-$1.73K	1	0.04%	Reduced
5066	RF Robinswood Financial Kirkland, Washington	$282K	+$7.43K	8	0.11%	Increased
5067	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$282K	+$250K	1	0.17%	New
5068	LFS Littlejohn Financial Services Roseburg, Oregon	$282K	+$250K	1	0.25%	New
5069	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$282K	-$82.8K	1	0.11%	Reduced
5070	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$281K	$0	1	0.07%	Maintained
5071	RWP Ridgeline Wealth Planning Centerville, Ohio	$281K	+$301K	1	0.27%	New
5072	I INVST Indianapolis, Indiana	$280K	+$1.57K	1	0.03%	Increased
5073	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$278K	$0	1	0.19%	Maintained
5074	SA Sylvest Advisors Dallas, Texas	$278K	+$246K	1	0.17%	New
5075	HCP Hamilton Capital Partners Atlanta, Georgia	$276K	+$296K	1	0.17%	New