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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
5251	GWA Genesis Wealth Advisors Braintree, Massachusetts	$214K	+$210K	1	0.17%	New
5252	LAM Lifestyle Asset Management Friendswood, Texas	$212K	+$203K	1	0.12%	New
5253	AFP Alpha Financial Partners Lexington, Kentucky	$212K	-$5.98K	1	0.17%	Reduced
5254	MIM Meridiem Investment Management London, United Kingdom	$212K	$0	1	0%	Maintained
5255	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$212K	$0	1	0.13%	Maintained
5256	IA IMZ Advisory Boca Raton, Florida	$211K	+$1.04K	1	0.1%	Increased
5257	KV Kickstand Ventures Pittsford, New York	$211K	-$5.98K	1	0.05%	Reduced
5258	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$210K	+$9.16K	1	0.13%	Increased
5259	SA Sylvest Advisors Dallas, Texas	$209K	-$59.2K	1	0.13%	Reduced
5260	GCL Gouws Capital LLC Charlotte, North Carolina	$209K	+$200K	1	0.13%	New
5261	NL NDWM LLC La Jolla, California	$209K	$0	1	0.2%	Maintained
5262	KPF K2 Principal Fund Toronto, Ontario, Canada	$209K	-$1.89M	1	0.03%	Reduced
5263	PAM PVG Asset Management Golden, Colorado	$209K	+$205K	1	0.91%	New
5264	MW Marks Wealth Annapolis, Maryland	$208K	+$211K	1	0.08%	New
5265	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$208K	+$173K	1	0.01%	New
5266	Index Fund Advisors Irvine, California	$207K	-$50.6K	1	0.01%	Reduced
5267	SHF Stage Harbor Financial Westwood, Massachusetts	$207K	$0	1	0.18%	Maintained
5268	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$206K	+$192K	1	0.13%	New
5269	MCA Martin Capital Advisors San Antonio, Texas	$206K	+$214K	1	0.15%	New
5270	DWM David Wealth Management Fairfax, Virginia	$206K	-$221K	1	0.17%	Reduced
5271	FA Financial Avengers Oakland, California	$205K	+$197	3	0.1%	Increased
5272	EFP Elser Financial Planning Indianapolis, Indiana	$205K	+$211K	1	0.28%	New
5273	AM Atwater Malick Lancaster, Pennsylvania	$205K	+$195K	1	0.07%	New
5274	BWA BlueSky Wealth Advisors New Bern, North Carolina	$205K	+$201K	1	0.03%	New
5275	BIA BHK Investment Advisors Birmingham, Alabama	$205K	+$213K	1	0.09%	New