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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
5476	DF Downshift Financial Boulder, Colorado	$694K	+$680K	19	0.31%	New
5477	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$692K	+$609K	2	0.2%	New
5478	GCM Greenland Capital Management New York	$690K	+$602K	1	0.09%	New
5479	LSL Legacy Solutions LLC Kennett Square, Pennsylvania	$689K	-$33.3K	2	0.56%	Reduced
5480	WJA Willis Johnson & Associates Houston, Texas	$689K	-$1.87M	2	0.04%	Reduced
5481	WA Waystone Advisors Redmond, Washington	$688K	-$90.5K	2	0.51%	Reduced
5482	KWIA Kinetic Wealth Investment Advisors Westlake, Ohio	$687K	+$575K	1	0.32%	New
5483	IFA Independence Financial Advisors Franklin, New Hampshire	$686K	-$77.4K	2	0.18%	Reduced
5484	LIP Lynch Investment Planning Newtown Square, Pennsylvania	$686K	-$327K	2	0.53%	Reduced
5485	BPW BLVD Private Wealth Prospect, Kentucky	$684K	-$3.8K	2	0.51%	Reduced
5486	F4L Fortune 45 LLC Gonzales, Louisiana	$681K	-$1.7M	1	0.29%	Reduced
5487	VWA VSM Wealth Advisory Hunt Valley, Maryland	$681K	-$503K	13	0.18%	Reduced
5488	PCM Park Capital Management Madison, Wisconsin	$680K	+$347K	2	0.4%	Increased
5489	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$680K	-$88.2K	2	0.16%	Reduced
5490	AFIA America First Investment Advisors Omaha, Nebraska	$679K	$0	1	0.13%	Maintained
5491	PWM Partners Wealth Management Carmel By The Sea, California	$677K	-$321K	3	0.66%	Reduced
5492	SHFG S Harris Financial Group San Antonio, Texas	$676K	+$193K	2	0.52%	Increased
5493	NC North Capital Salt Lake City, Utah	$676K	-$781	2	0.51%	Reduced
5494	CFM Cornerstone Financial Management Burlington, Massachusetts	$676K	+$119K	37	0.54%	Increased
5495	WFP Wrenne Financial Planning Lexington, Kentucky	$676K	+$750K	2	0.23%	New
5496	WW Westshore Wealth Newport Beach, California	$675K	-$271K	2	0.21%	Reduced
5497	MPCA Madison Park Capital Advisors Seattle, Washington	$675K	+$1.08M	2	0.48%	Increased
5498	AIS American Investment Services Great Barrington, Massachusetts	$674K	-$271K	1	0.14%	Reduced
5499	LAS LWM Advisory Services Plantation, Florida	$674K	+$267K	2	1.2%	Increased
5500	AIS Advocate Investing Services Woodbine, Maryland	$672K	+$8.76K	16	0.52%	Increased