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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
5376	Austin Asset Management Austin, Texas	$288K	$0	1	0.05%	Maintained
5377	AAMC Asset Allocation & Management Company Chicago, Illinois	$287K	+$268K	1	0.12%	New
5378	BWA Bestgate Wealth Advisors Frederick, Maryland	$286K	-$3.34K	1	0.51%	Reduced
5379	LWA Lowe Wealth Advisors Columbia, Maryland	$286K	$0	8	0.1%	Maintained
5380	White Lighthouse Investment Management Bedford, Massachusetts	$284K	-$1.36K	1	0.04%	Reduced
5381	MCA Maryland Capital Advisors Chester, Maryland	$282K	-$17.9K	6	0.1%	Reduced
5382	WF WinCap Financial Boston, Massachusetts	$282K	+$19.7K	1	0.19%	Increased
5383	DC Dahring Cusmano Novi, Michigan	$281K	+$249K	1	0.2%	New
5384	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$280K	-$4.65K	1	0.17%	Reduced
5385	TC Tacita Capital Toronto, Ontario, Canada	$280K	$0	5	0.17%	Maintained
5386	TR Tepp RIA Westfield, New Jersey	$280K	-$14.5K	1	0.32%	Reduced
5387	JFG JDM Financial Group Austin, Texas	$279K	+$32.4K	8	0.12%	Increased
5388	MPIA Milestones Private Investment Advisors Fairport, New York	$278K	$0	1	0.19%	Maintained
5389	DFA Davies Financial Advisors Murrieta, California	$277K	-$204K	1	0.23%	Reduced
5390	KPP Kings Path Partners Sugar Land, Texas	$277K	+$108K	5	0.1%	Increased
5391	IW Instrumental Wealth Tampa, Florida	$277K	+$231K	1	0.19%	New
5392	GIM Guild Investment Management Los Angeles, California	$277K	+$22.1K	1	0.22%	Increased
5393	BWM Brown Wealth Management Naperville, Illinois	$276K	+$245K	1	0.08%	New
5394	WW Winnow Wealth Waco, Texas	$276K	-$179K	18	0.22%	Reduced
5395	OC OxenFree Capital Satellite Beach, Florida	$274K	+$273	1	0.15%	Increased
5396	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$274K	-$128K	1	0.2%	Reduced
5397	CCI Credit Capital Investments Livingston, New Jersey	$274K	+$243K	1	0.31%	New
5398	IWB Innovative Wealth Building California, Maryland	$273K	+$1.13K	1	0.21%	Increased
5399	BWG Balanced Wealth Group Westlake, Ohio	$273K	$0	1	0.12%	Maintained
5400	CG Clifford Group Wayland, Massachusetts	$272K	-$221K	1	0.21%	Reduced