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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	MA Maxele Advisors Webster Groves, Missouri	$260K	-$2.23K	1	0.23%	Reduced
5352	SI SCP Investment Orinda, California	$259K	+$210K	1	0.21%	New
5353	QEI QSV Equity Investors Naperville, Illinois	$259K	+$1.23K	1	0.27%	Increased
5354	TFM Trademark Financial Management Bloomington, Minnesota	$259K	+$231K	1	0.16%	New
5355	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$259K	+$13.3K	1	0.26%	Increased
5356	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$259K	$0	1	0.12%	Maintained
5357	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$258K	-$22.8K	4	0.14%	Reduced
5358	BWG Beta Wealth Group San Diego, California	$257K	-$509K	1	0.09%	Reduced
5359	NL NDWM LLC La Jolla, California	$257K	$0	1	0.19%	Maintained
5360	MCA Maryland Capital Advisors Chester, Maryland	$257K	+$16K	10	0.1%	Increased
5361	PWM Partners Wealth Management Carmel By The Sea, California	$256K	$0	1	0.29%	Maintained
5362	AG Advocate Group Minnetonka, Minnesota	$256K	$0	1	0.05%	Maintained
5363	LWA Lowe Wealth Advisors Columbia, Maryland	$256K	$0	8	0.1%	Maintained
5364	FRM Foundation Resource Management Little Rock, Arkansas	$255K	$0	1	0.04%	Maintained
5365	LFA Livelsberger Financial Advisory Ashland, Ohio	$255K	+$21.7K	3	4.94%	Increased
5366	AWP Astra Wealth Partners Jersey City, New Jersey	$255K	+$219K	1	0.2%	New
5367	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$254K	+$2K	1	0.06%	Increased
5368	1L 10Elms LLP Tulsa, Oklahoma	$254K	$0	2	0.24%	Maintained
5369	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$253K	+$235K	1	0.29%	New
5370	TC Tacita Capital Toronto, Ontario, Canada	$252K	+$44.3K	5	0.16%	Increased
5371	PFM Phillips Financial Management Fort Wayne, Indiana	$251K	+$26.4K	1	0.02%	Increased
5372	HAP Harbor Asset Planning Belmont, Massachusetts	$251K	+$233K	7	0.24%	New
5373	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$250K	+$35.2K	2	0.01%	Increased
5374	SWM Sagace Wealth Management St. Petersburg, Florida	$250K	-$33.8K	1	0.19%	Reduced
5375	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$250K	$0	1	0.14%	Maintained