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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
5576	RK Rather & Kittrell Knoxville, Tennessee	$205K	+$189K	1	0.04%	New
5577	EA Echo45 Advisors Walnut Creek, California	$205K	+$186K	1	0.12%	New
5578	MBAM Mink Brook Asset Management West Palm Beach, Florida	$205K	-$54.1K	1	0.14%	Reduced
5579	FWP Family Wealth Partners Matthews, North Carolina	$205K	+$189K	1	0.08%	New
5580	TCM Traub Capital Management Needham, Massachusetts	$204K	-$186K	1	0.2%	Reduced
5581	MPW MA Private Wealth San Carlos, California	$204K	+$185K	1	0.03%	New
5582	RWM Raffa Wealth Management Washington, District of Columbia	$203K	-$21.2K	29	0.04%	Reduced
5583	AWA Alaska Wealth Advisors Anchorage, Alaska	$203K	+$185K	1	0.03%	New
5584	SIA Spectrum Investment Advisors Mequon, Wisconsin	$203K	+$180K	1	0.11%	New
5585	GCM G2 Capital Management Columbus, Ohio	$202K	+$180K	1	0.05%	New
5586	PFA Professional Financial Advisors North Platte, Nebraska	$202K	+$183K	1	0.04%	New
5587	IAG Innovative Advisory Group Lexington, Massachusetts	$202K	-$1.34K	5	0.12%	Reduced
5588	DWS Discipline Wealth Solutions Greenville, South Carolina	$201K	+$179K	1	0.05%	New
5589	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$201K	+$178K	1	0.18%	New
5590	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$200K	+$178K	1	0.12%	New
5591	FW Fairway Wealth Independence, Ohio	$193K	-$26.6K	2	0.05%	Reduced
5592	GC Gould Capital Tacoma, Washington	$187K	$0	5	0.12%	Maintained
5593	KAM Kazazian Asset Management Fort Lauderdale, Florida	$183K	+$41.5K	1	0.22%	Increased
5594	AIM Access Investment Management Atlanta, Georgia	$180K	$0	5	0.05%	Maintained
5595	DWA Delos Wealth Advisors Dallas, Texas	$179K	+$9.92K	7	0.12%	Increased
5596	PMIM Prudent Man Investment Management Louisville, Colorado	$178K	$0	1	0.1%	Maintained
5597	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$177K	-$33.9K	2	0.15%	Reduced
5598	AW Affinity Wealth Canton, Ohio	$176K	-$1.54K	2	0.13%	Reduced
5599	PA Pineridge Advisors St. Charles, Missouri	$168K	-$4.93K	10	0.05%	Reduced
5600	MAS MPWM Advisory Solutions Alpharetta, Georgia	$161K	-$16.5K	8	0.1%	Reduced