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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
5551	Bellecapital Zurich, Switzerland	$462K	$0	2	0.08%	Maintained
5552	FZCM Flynn Zito Capital Management Garden City, New York	$462K	-$18.6K	1	0.17%	Reduced
5553	WAG Wiser Advisor Group Phoenix, Arizona	$460K	+$163K	8	0.53%	Increased
5554	P Palladiem Bryn Mawr, Pennsylvania	$460K	+$468K	5	0.44%	New
5555	LIWM Long Island Wealth Management Melville, New York	$460K	-$14.5K	2	0.22%	Reduced
5556	WWMP Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania	$456K	+$462K	1	0.45%	New
5557	GFL Granite FO LLC Bedford, New Hampshire	$456K	-$181K	9	0.24%	Reduced
5558	CWM C2C Wealth Management Scottsdale, Arizona	$456K	$0	1	0.38%	Maintained
5559	SL SFM LLC Manchester, New Hampshire	$456K	+$80.1K	1	0.27%	Increased
5560	EA Evolution Advisers Richmond, Virginia	$455K	-$1.56K	6	0.2%	Reduced
5561	SI Stonekeep Investments Sante Fe, New Mexico	$455K	+$1.99K	1	0.29%	Increased
5562	CCWP Cedar Cove Wealth Partners Bloomington, Minnesota	$454K	+$444K	1	0.24%	New
5563	Mayport LLC Newton, Massachusetts	$454K	-$2.21K	2	0.09%	Reduced
5564	KK Kotler Kevin	$452K	+$442K	1	0.11%	New
5565	WAP Wealth Analytics Partners San Diego, California	$452K	+$460K	1	0.18%	New
5566	MWM Madrid Wealth Management Albuquerque, New Mexico	$451K	+$441K	1	0.37%	New
5567	MSG Main Street Group Glen Allen, Virginia	$451K	-$307K	1	0.16%	Reduced
5568	XY Planning Network Bozeman, Montana	$450K	+$457K	1	0.08%	New
5569	CCM Conway Capital Management Burbank, California	$449K	-$226K	1	0.19%	Reduced
5570	FA FSA Advisors Troy, Michigan	$448K	+$604K	1	0.31%	New
5571	Satovsky Asset Management New York	$446K	+$2.26K	2	0.09%	Increased
5572	SI Sapience Investments Newport Beach, California	$446K	-$951	1	1.68%	Reduced
5573	OCM Objective Capital Management Pepper Pike, Ohio	$445K	-$138K	1	0.45%	Reduced
5574	ABLE Financial Group Scottsdale, Arizona	$445K	-$289K	2	0.09%	Reduced
5575	Bellevue Group Kuesnacht, Switzerland	$444K	+$453K	1	0.01%	New