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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	AAM Ameraudi Asset Management New York	$313K	$0	1	0.16%	Maintained
5252	FF Francis Financial	$313K	+$8.56K	1	0.07%	Increased
5253	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$311K	-$882K	1	0.08%	Reduced
5254	WPW Warther Private Wealth Akron, Ohio	$311K	-$32.2K	1	0.08%	Reduced
5255	MFS Madrid Financial Services Manhattan Beach, California	$311K	+$267K	1	0.21%	New
5256	VFA Values First Advisors Gray, Tennessee	$310K	+$3.84K	1	0.17%	Increased
5257	PWP Pursue Wealth Partners Clayton, California	$310K	+$266K	1	0.18%	New
5258	EAM Everstar Asset Management Mooresville, North Carolina	$309K	+$108K	1	0.19%	Increased
5259	LWM Level Wealth Management Greensboro, North Carolina	$309K	-$21.9K	1	0.18%	Reduced
5260	RIM Reliant Investment Management Memphis, Tennessee	$309K	-$405	1	0.13%	Reduced
5261	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$308K	-$4.17K	1	0.25%	Reduced
5262	CCA Cora Capital Advisors Marlton, New Jersey	$308K	+$59.1K	1	0.14%	Increased
5263	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$307K	$0	1	0.18%	Maintained
5264	CF Crosspoint Financial Tustin, California	$307K	+$264K	1	0.82%	New
5265	FD Financial Designs Claremont, California	$306K	+$301K	1	0.19%	New
5266	SC Schubert & Co Mckinney, Texas	$306K	-$55.1K	1	0.22%	Reduced
5267	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$306K	-$1.6K	1	0.12%	Reduced
5268	SFM Signet Financial Management Parsippany, New Jersey	$306K	+$263K	1	0.04%	New
5269	UI Unconventional Investor Portsmouth, New Hampshire	$305K	+$204K	1	0.17%	New
5270	WFPG Waller Financial Planning Group Columbus, Ohio	$305K	-$19.2K	1	0.07%	Reduced
5271	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$304K	$0	1	0.12%	Maintained
5272	CFG CKW Financial Group Honolulu, Hawaii	$303K	-$45.9K	4	0.03%	Reduced
5273	IWP IAG Wealth Partners Waukesha, Wisconsin	$302K	$0	12	0.04%	Maintained
5274	WFA WestHill Financial Advisors San Rafael, California	$302K	$0	1	0.06%	Maintained
5275	RWP Ridgeline Wealth Planning Centerville, Ohio	$301K	-$1.48K	1	0.25%	Reduced