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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
5126	FSWA Financial Synergies Wealth Advisors Houston, Texas	$1.14M	+$47.1K	3	0.1%	Increased
5127	FG Fairman Group Chesterbrook, Pennsylvania	$1.14M	+$10.3K	8	0.9%	Increased
5128	RYA Richard Young Associates Augusta, Georgia	$1.14M	+$1.02M	2	0.76%	New
5129	TCP TMB Capital Partners Little Rock, Arkansas	$1.14M	-$10.3K	2	0.36%	Reduced
5130	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$1.14M	+$319K	3	0.23%	Increased
5131	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$1.13M	-$40.1K	9	0.35%	Reduced
5132	YWM Yardley Wealth Management Yardley, Pennsylvania	$1.13M	+$7.57K	1	0.51%	Increased
5133	TC TAGStone Capital Charlotte, North Carolina	$1.13M	-$390K	2	0.36%	Reduced
5134	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$1.13M	+$57.8K	2	0.79%	Increased
5135	LGW Leslie Global Wealth Itasca, Illinois	$1.13M	-$12.3K	3	0.44%	Reduced
5136	S Sachetta Lynnfield, Massachusetts	$1.13M	-$522K	38	0.55%	Reduced
5137	YWS Yarger Wealth Strategies Westerville, Ohio	$1.13M	+$770K	3	0.4%	Increased
5138	SFB STAR Financial Bank Fort Wayne, Indiana	$1.12M	+$84.7K	4	0.46%	Increased
5139	CC Cultivar Capital Denton, Texas	$1.12M	+$1.56K	2	0.72%	Increased
5140	DE DV Equities Chicago, Illinois	$1.12M	+$1.25M	1	0.16%	New
5141	CCA Cypress Capital Advisors Franklin, Tennessee	$1.12M	+$195K	2	0.46%	Increased
5142	BOM Bank of Marin Novato, California	$1.12M	-$306K	3	0.78%	Reduced
5143	SCI Silver Coast Investments San Diego, United States	$1.12M	-$81.8K	2	0.33%	Reduced
5144	MWM MOR Wealth Management Philadelphia, Pennsylvania	$1.12M	$0	2	0.45%	Maintained
5145	BCM Brooktree Capital Management Gand Rapids, Michigan	$1.11M	$0	1	0.73%	Maintained
5146	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.11M	+$53.5K	2	0.26%	Increased
5147	HCM Helios Capital Management Singapore	$1.11M	+$318K	2	1.09%	Increased
5148	YWM Yukon Wealth Management Overland Park, Kansas	$1.11M	+$1.23M	3	0.32%	New
5149	SIM Samara Investment Management Beaverton, Oregon	$1.11M	-$311K	2	1.02%	Reduced
5150	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.11M	+$272K	2	0.04%	Increased