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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
5526	LAS Lloyd Advisory Services Suwanee, Georgia	$489K	+$143K	7	0.19%	Increased
5527	Index Fund Advisors Irvine, California	$488K	+$21.2K	2	0.02%	Increased
5528	MASECO Private Wealth London,	$488K	+$432K	7	0.02%	Increased
5529	MWA Merkkuri Wealth Advisors Hicksville, New York	$487K	-$47.9K	1	0.33%	Reduced
5530	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$486K	+$205K	2	0.27%	Increased
5531	EWM Elevation Wealth Management Eden Prairie, Minnesota	$486K	+$484K	2	0.47%	New
5532	SRCM Signature Resources Capital Management Newport Beach, California	$479K	-$18.4K	13	0.24%	Reduced
5533	UIA Ulland Investment Advisors Minneapolis, Minnesota	$479K	+$19K	4	0.38%	Increased
5534	Peterson Wealth Advisors Orem, Utah	$478K	+$308K	2	0.06%	Increased
5535	PIA Polaris Investment Advisors Framingham, Massachusetts	$477K	+$466K	1	0.34%	New
5536	OGC One68 Global Capital New York	$475K	+$72.9K	2	5.6%	Increased
5537	FWM Forteris Wealth Management Armonk, New York	$475K	+$457K	2	0.47%	New
5538	Barings Charlotte, North Carolina	$474K	+$232K	2	0.01%	Increased
5539	ORAM One River Asset Management Stamford, Connecticut	$473K	+$473K	3	0.04%	Increased
5540	SCP Stevens Capital Partners Omaha, Nebraska	$472K	+$458K	2	0.12%	New
5541	PF Parker Financial Silverdale, Washington	$472K	$0	1	0.19%	Maintained
5542	DF DecisionPoint Financial Mesa, Arizona	$470K	+$187K	17	0.1%	Increased
5543	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$468K	-$37.6K	23	0.22%	Reduced
5544	UIM Unified Investment Management Atlanta, Georgia	$467K	$0	1	0.47%	Maintained
5545	Harris Associates Chicago, Illinois	$466K	-$431K	2	0%	Reduced
5546	BRPW Ballast Rock Private Wealth Charleston, South Carolina	$465K	+$473K	1	0.29%	New
5547	NWM Navigoe Wealth Management Redondo Beach, California	$463K	$0	5	0.29%	Maintained
5548	WAG Wheelhouse Advisory Group St. Louis, Missouri	$462K	+$435K	1	0.18%	New
5549	SWM Sagace Wealth Management St. Petersburg, Florida	$462K	+$213K	2	0.31%	Increased
5550	New Harbor Financial Group Worcester, Massachusetts	$462K	+$7.42K	1	0.08%	Increased