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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
5176	AFO Arrowroot Family Office Marina Del Rey, California	$233K	+$63.2K	1	0.12%	Increased
5177	RCA Runnymede Capital Advisors Dublin, Ohio	$232K	+$233K	7	0.2%	New
5178	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$232K	+$209	1	0.08%	Increased
5179	TWM Trinity Wealth Management Berwyn, Pennsylvania	$232K	-$1.32K	1	0.1%	Reduced
5180	EPAM Evelyn Partners Asset Management London,	$230K	+$239K	5	0.06%	New
5181	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$230K	+$177K	1	0.11%	New
5182	RMC Ring Mountain Capital Tiburon, California	$229K	+$177K	1	0.15%	New
5183	PCI Planning Center Inc Moline, Illinois	$229K	+$1.54K	1	0.03%	Increased
5184	WWP Wise Wealth Partners Phoenix, Arizona	$229K	+$176K	1	0.56%	New
5185	RFG RFP Financial Group Atlanta, Georgia	$228K	-$257K	1	0.09%	Reduced
5186	MWM MBE Wealth Management Tomah, Wisconsin	$228K	$0	1	0.13%	Maintained
5187	LAS Lloyd Advisory Services Suwanee, Georgia	$228K	+$175K	1	0.11%	New
5188	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$228K	+$223K	1	0.07%	New
5189	WCM Winebrenner Capital Management Louisville, Kentucky	$227K	+$243K	1	0.18%	New
5190	HCWM Hidden Cove Wealth Management Bainbridge Island, Washington	$227K	+$243K	1	0.18%	New
5191	SA Sunesis Advisors Overland Park, Kansas	$227K	-$220K	1	0.14%	Reduced
5192	KCM Kaye Capital Management El Segundo, California	$227K	+$175K	1	0.1%	New
5193	KWA Kellett Wealth Advisors Cincinnati, Ohio	$227K	+$175K	1	0.16%	New
5194	OPWM Oakwell Private Wealth Management Austin, Texas	$227K	+$175K	1	0.06%	New
5195	WWM Waterway Wealth Management The Woodlands, Texas	$227K	+$25.5K	1	0.1%	Increased
5196	ACM Academy Capital Management Waco, Texas	$226K	+$236K	1	0.04%	New
5197	SI Stonekeep Investments Sante Fe, New Mexico	$226K	+$174K	1	0.17%	New
5198	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$226K	+$221K	1	0.14%	New
5199	SWM Seaside Wealth Management Carlsbad, California	$225K	+$1.04K	1	0.08%	Increased
5200	RS Retirement Solution Redmond, Washington	$224K	-$319K	1	0.06%	Reduced