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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	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$428K	-$132K	11	0.1%	Reduced
5127	YWS Yarger Wealth Strategies Westerville, Ohio	$427K	+$44.2K	1	0.22%	Increased
5128	HCP Hamilton Capital Partners Atlanta, Georgia	$426K	$0	1	0.2%	Maintained
5129	ML Mayport LLC Newton, Massachusetts	$426K	+$379K	2	0.1%	New
5130	WMWM Wilkins Miller Wealth Management Mobile, Alabama	$425K	+$376K	2	0.29%	New
5131	FWM Fingerlakes Wealth Management Ithaca, New York	$425K	+$2.81K	2	0.32%	Increased
5132	TWA Tandem Wealth Advisors Phoenix, Arizona	$424K	-$250K	1	0.21%	Reduced
5133	SWM SilverOak Wealth Management Edina, Minnesota	$424K	+$1.21K	1	0.08%	Increased
5134	G Gainplan Bloomfield Hills, Michigan	$422K	+$363K	1	0.19%	New
5135	IW IronOak Wealth Cedar Park, Texas	$422K	+$385K	1	0.41%	New
5136	AC Attessa Capital Tucson, Arizona	$421K	-$2.46K	1	0.27%	Reduced
5137	BAM Boyar Asset Management New York	$421K	+$12.7K	1	0.28%	Increased
5138	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$415K	+$6.92K	1	0.08%	Increased
5139	AAG Accordant Advisory Group Annapolis, Maryland	$414K	-$83.6K	3	0.31%	Reduced
5140	WW Winnow Wealth Waco, Texas	$414K	-$729K	3	0.31%	Reduced
5141	PF Parker Financial Silverdale, Washington	$413K	$0	1	0.18%	Maintained
5142	TWA Trace Wealth Advisors Los Angeles, California	$412K	-$465K	1	0.34%	Reduced
5143	AWA Archvest Wealth Advisors Concord, California	$412K	+$658	1	0.36%	Increased
5144	SC Swan Capital Pensacola, Florida	$411K	+$14.9K	13	0.18%	Increased
5145	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$410K	+$9.38K	1	0.21%	Increased
5146	KCM Kaye Capital Management El Segundo, California	$409K	$0	1	0.16%	Maintained
5147	SPIO Seven Post Investment Office San Francisco, California	$409K	+$352K	1	0.15%	New
5148	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$409K	+$4.25K	7	0.12%	Increased
5149	CA Cannon Advisors Charlotte, North Carolina	$408K	-$168K	1	0.33%	Reduced
5150	MRI Mad River Investors Boston, Massachusetts	$408K	$0	1	0.18%	Maintained