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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
5351	AA ACT Advisors Asheville, North Carolina	$842K	+$217K	5	0.28%	Increased
5352	KRW Kaufman Rossin Wealth Miami, Florida	$841K	-$729K	2	0.4%	Reduced
5353	FFWA Forthright Family Wealth Advisory Houston, Texas	$840K	+$889K	3	0.48%	New
5354	FIC Family Investment Center Saint Joseph, Missouri	$833K	+$67K	2	0.14%	Increased
5355	ATC Advantage Trust Company Salina, Kansas	$833K	+$230K	5	0.29%	Increased
5356	SO Sierra Ocean Ripon, California	$832K	+$9.64K	3	0.58%	Increased
5357	LC Lincoln Capital Lincoln, Nebraska	$831K	-$38.1K	2	0.15%	Reduced
5358	TPW TOP Private Wealth Glastonbury, Connecticut	$831K	+$804K	2	0.8%	New
5359	CFS CGC Financial Services Lake Oswego, Oregon	$831K	-$70K	10	0.19%	Reduced
5360	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$829K	$0	2	0.28%	Maintained
5361	VFO Virtus Family Office El Paso, Texas	$829K	-$2.33M	1	0.66%	Reduced
5362	TWA Trace Wealth Advisors Los Angeles, California	$828K	-$9.31K	2	0.54%	Reduced
5363	RS Retirement Solution Redmond, Washington	$826K	+$555K	3	0.16%	Increased
5364	DeepCurrents Investment Group New York	$821K	-$14.9K	1	0.02%	Reduced
5365	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$819K	-$440K	1	0.12%	Reduced
5366	RI Ruggiero Investments West Palm Beach, Florida	$817K	+$204K	2	0.69%	Increased
5367	CWM C2C Wealth Management Scottsdale, Arizona	$817K	+$1.26M	2	0.64%	Increased
5368	EWM Evolution Wealth Management Fort Myers, Florida	$815K	+$158K	16	0.48%	Increased
5369	BI BlueSpruce Investments Chicago, Illinois	$815K	+$683K	1	0.13%	New
5370	DFA DHJJ Financial Advisors Naperville, Illinois	$814K	+$14.8K	12	0.23%	Increased
5371	CMP Courage Miller Partners Norfolk, Virginia	$813K	$0	1	0.21%	Maintained
5372	WAG Windsor Advisory Group Columbus, Ohio	$813K	+$485K	2	0.59%	Increased
5373	BHPW Box Hill Private Wealth Scottsdale, Arizona	$813K	-$551	3	0.65%	Reduced
5374	CIM Caldwell Investment Management Toronto, Ontario, Canada	$810K	-$7.05M	1	0.53%	Reduced
5375	KA Kintegral Advisory New York	$810K	$0	1	0.07%	Maintained