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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
5426	BAM Burkett Asset Management Victoria,	$747K	-$65.8K	2	0.7%	Reduced
5427	LWM Lifetime Wealth Management Rockwall, Texas	$746K	-$7.05K	3	0.44%	Reduced
5428	RCS Retirement Capital Strategies San Jose, California	$744K	$0	1	0.26%	Maintained
5429	PWP Phillips Wealth Planners Starkville, Mississippi	$743K	-$723K	3	0.55%	Reduced
5430	WFA WestHill Financial Advisors San Rafael, California	$739K	+$2.15K	2	0.13%	Increased
5431	CPW Cogent Private Wealth Orlando, Florida	$739K	+$49.3K	2	0.46%	Increased
5432	GC Granville Capital Greensboro, North Carolina	$739K	-$235K	2	0.33%	Reduced
5433	PWM Paulson Wealth Management Wheaton, Illinois	$738K	$0	2	0.16%	Maintained
5434	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$738K	-$255K	8	0.32%	Reduced
5435	AWA ARQ Wealth Advisors Scottsdale, Arizona	$738K	+$20K	3	0.09%	Increased
5436	RWP Ridgeline Wealth Planning Centerville, Ohio	$738K	+$577	2	0.47%	Increased
5437	FWM FFT Wealth Management Philadelphia, Pennsylvania	$738K	+$39K	2	0.12%	Increased
5438	WGS Washington Growth Strategies Washington, District of Columbia	$737K	$0	2	0.41%	Maintained
5439	SA Strategic Advocates Logan, Utah	$734K	+$14.2K	15	2.84%	Increased
5440	VFP Verus Financial Partners Richmond, Virginia	$733K	-$299K	1	0.06%	Reduced
5441	PHIC Pine Haven Investment Counsel Fairhaven, Massachusetts	$732K	$0	1	0.49%	Maintained
5442	ICM Ionic Capital Management New York	$731K	-$88.2K	2	0.11%	Reduced
5443	BWP BlueStem Wealth Partners Minnetonka, Minnesota	$728K	-$221K	1	0.07%	Reduced
5444	NBWM North Berkeley Wealth Management Berkeley, California	$727K	-$20.4K	1	0.29%	Reduced
5445	IWP Invenio Wealth Partners Coral Gables, Florida	$725K	-$623K	1	0.26%	Reduced
5446	CWI Conscious Wealth Investments Coral Gables, Florida	$724K	-$3.44K	1	0.37%	Reduced
5447	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$724K	$0	1	0.16%	Maintained
5448	WAP Wealth Analytics Partners San Diego, California	$722K	+$480K	2	0.26%	Increased
5449	PAG Paladin Advisory Group Clive, Iowa	$722K	+$274	8	0.48%	Increased
5450	PFA Providence Financial Advisors Overland Park, Kansas	$721K	+$313	2	0.41%	Increased