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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
5501	PBO Peoples Bank (Ohio) Marietta, Ohio	$671K	-$157K	2	0.35%	Reduced
5502	CWM Copia Wealth Management Bend, Oregon	$669K	+$74.6K	16	0.4%	Increased
5503	KF Kelsey Financial Moorpark, California	$668K	+$44.4K	3	0.51%	Increased
5504	SCFS Stewardship Concepts Financial Services Spokane, Washington	$664K	-$915	2	0.45%	Reduced
5505	AWA Archvest Wealth Advisors Concord, California	$662K	-$7.83K	1	0.38%	Reduced
5506	WCM Winebrenner Capital Management Louisville, Kentucky	$662K	-$67K	1	0.4%	Reduced
5507	PCI Planning Center Inc Moline, Illinois	$659K	+$367	2	0.06%	Increased
5508	JHC J. Hagan Capital Louisville, Kentucky	$657K	+$263K	2	0.3%	Increased
5509	DCM Delaney Capital Management Toronto,	$655K	+$63.6K	1	0.1%	Increased
5510	OWM OneAscent Wealth Management Birmingham, Alabama	$654K	-$329K	2	0.19%	Reduced
5511	GFA Godfrey Financial Associates Glenmont, New York	$650K	+$10.8K	20	0.5%	Increased
5512	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$649K	-$206K	2	0.32%	Reduced
5513	GFG Greenbush Financial Group Albany, New York	$647K	+$270K	2	0.19%	Increased
5514	PFU Parus Finance (UK) London, United Kingdom	$647K	$0	1	0.17%	Maintained
5515	RIAS Rachor Investment Advisory Services Linden, Michigan	$647K	-$37.2K	6	0.32%	Reduced
5516	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$647K	-$64.1K	1	0.06%	Reduced
5517	ECM Ebert Capital Management Eureka, California	$647K	+$643K	1	0.61%	New
5518	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$646K	$0	1	0.17%	Maintained
5519	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$645K	-$230K	44	0.06%	Reduced
5520	MCM Mainstream Capital Management Los Angeles, California	$644K	+$10.9K	2	0.39%	Increased
5521	NEPPG New England Professional Planning Group Westerly, Rhode Island	$644K	-$85.2K	2	0.24%	Reduced
5522	KA Kure Advisory Plymouth, Minnesota	$641K	+$192K	2	0.3%	Increased
5523	SIM SSI Investment Management Los Angeles, California	$641K	$0	2	0.04%	Maintained
5524	ZWA Zinnia Wealth Advisory Ocala, Florida	$640K	-$159K	2	0.65%	Reduced
5525	FPN Financial Planning Navigators Maple Grove, Minnesota	$640K	+$143K	2	0.24%	Increased