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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	FCM Firestone Capital Management Coral Gables, Florida	$253K	$0	1	0.06%	Maintained
5127	WWM WT Wealth Management Scottsdale, Arizona	$251K	+$193K	1	0.08%	New
5128	FA FSA Advisors Troy, Michigan	$251K	+$269K	1	0.31%	New
5129	CWM Consultiva Wealth Management San Juan, Puerto Rico	$251K	+$250K	5	1.26%	New
5130	WIM Warwick Investment Management Bryan, Texas	$251K	-$1.57K	1	0.05%	Reduced
5131	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$250K	+$268K	8	0.25%	New
5132	SF SWP Financial San Diego, California	$250K	$0	1	0.15%	Maintained
5133	AWM Avaii Wealth Management Appleton, Wisconsin	$250K	+$193K	1	0.12%	New
5134	CFC Client First Capital San Diego, California	$249K	-$17.4K	1	0.13%	Reduced
5135	NI Natural Investments Windsor, California	$249K	+$267K	1	0.07%	New
5136	MRP Measured Risk Portfolios San Diego, California	$249K	+$233K	7	0.26%	New
5137	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$248K	+$191K	1	0.15%	New
5138	MM MQS Management New York	$247K	-$4.25M	1	7.04%	Reduced
5139	BFP Briaud Financial Planning College Station, Texas	$247K	+$9.52K	7	0.1%	Increased
5140	BDL Bey-Douglas LLC Marietta, Georgia	$247K	-$41.3K	1	0.21%	Reduced
5141	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$246K	$0	1	0.07%	Maintained
5142	NCM Nelson Capital Management Menlo Park, California	$245K	$0	1	0.04%	Maintained
5143	HPFG Hart & Patterson Financial Group Amherst, Massachusetts	$245K	$0	1	0.12%	Maintained
5144	HPC Hobart Private Capital Charlotte, North Carolina	$245K	+$262K	1	0.06%	New
5145	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$244K	+$36K	1	0.04%	Increased
5146	AR Apeiron RIA Dallas, Texas	$244K	+$188K	1	0.07%	New
5147	SMA Seven Mile Advisory Ewing, New Jersey	$244K	+$65.3K	1	0.16%	Increased
5148	BAM BTS Asset Management Lincoln, Massachusetts	$244K	+$274K	1	0.24%	New
5149	BCG Bravias Capital Group Iselin, New Jersey	$244K	+$287K	1	0.2%	New
5150	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$244K	$0	1	0.11%	Maintained