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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
5201	AWA Aletheian Wealth Advisors Bellevue, Washington	$1.05M	+$54.8K	3	0.45%	Increased
5202	ANC Ames National Corp Ames, Iowa	$1.05M	$0	2	0.58%	Maintained
5203	TFO Tarbox Family Office Newport Beach, California	$1.04M	$0	1	0.15%	Maintained
5204	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$1.04M	$0	3	0.21%	Maintained
5205	KA KDT Advisors New York	$1.04M	+$7.93K	3	1.44%	Increased
5206	YWM Yoder Wealth Management Walnut Creek, California	$1.04M	+$27.9K	2	0.41%	Increased
5207	BC Burnham & Co Grand Rapids, Michigan	$1.04M	+$1.15M	7	0.84%	New
5208	ARC Advisor Resource Council Dallas, Texas	$1.04M	+$277K	3	0.29%	Increased
5209	FS Financially Speaking Greenwood Village, Colorado	$1.04M	-$133	8	5.05%	Reduced
5210	SRS Strong Retirement Solutions Silverdale, Washington	$1.04M	+$1.03M	1	0.62%	New
5211	BCG Bravias Capital Group Iselin, New Jersey	$1.03M	+$199K	2	0.61%	Increased
5212	MIG Mariner Investment Group Harrison, New York	$1.03M	+$332K	2	0.22%	Increased
5213	SP Saranac Partners London,	$1.03M	-$6.29M	2	0.3%	Reduced
5214	DSA Droms Strauss Advisors St. Louis, Missouri	$1.03M	-$348K	3	0.23%	Reduced
5215	MSRI Michael S. Ryan Inc Latham, New York	$1.03M	+$60.5K	3	0.51%	Increased
5216	WA WP Advisors San Francisco, California	$1.03M	-$429K	2	0.25%	Reduced
5217	HCM Hahn Capital Management Walnut Creek, California	$1.03M	-$34.2K	1	0.62%	Reduced
5218	RWM Reston Wealth Management Reston, Virginia	$1.03M	+$81.7K	3	0.28%	Increased
5219	RIP RAM Investment Partners Bellevue, Washington	$1.03M	+$474K	4	0.16%	Increased
5220	NCNMGF Nano-Cap New Millennium Growth Fund Staten Island, New York	$1.03M	-$135K	2	0.79%	Reduced
5221	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$1.02M	-$10.5K	2	0.31%	Reduced
5222	VWM Vermillion Wealth Management Rosemount, Minnesota	$1.02M	-$264K	17	0.24%	Reduced
5223	OIM Opus Investment Management Worcester, Massachusetts	$1.02M	$0	1	0.56%	Maintained
5224	CCA Cooper Capital Advisors Encinitas, California	$1.02M	+$185K	3	0.44%	Increased
5225	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$1.02M	+$625K	2	0.15%	Increased