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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	FLC Fifth Lane Capital Austin, Texas	$444K	+$166K	1	0.34%	Increased
5577	PWM PTM Wealth Management North Wales, United States	$444K	+$2.87K	1	0.25%	Increased
5578	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$443K	-$199K	2	0.12%	Reduced
5579	CA CV Advisors Aventura, Florida	$441K	+$223K	2	0.11%	Increased
5580	FWP Family Wealth Partners Matthews, North Carolina	$440K	+$235K	2	0.16%	Increased
5581	DWA Delap Wealth Advisory Lake Oswego, Oregon	$439K	+$412K	2	0.17%	New
5582	JBW Journey Beyond Wealth Roswell, Georgia	$437K	$0	1	0.35%	Maintained
5583	AFA Allium Financial Advisors Lake Oswego, Oregon	$436K	-$5.12K	1	0.35%	Reduced
5584	BWA Blodgett Wealth Advisors Concord, California	$434K	-$230K	1	0.3%	Reduced
5585	NC North Capital Salt Lake City, Utah	$434K	-$956K	1	0.37%	Reduced
5586	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$433K	-$1.58K	1	0.11%	Reduced
5587	MWM Meritas Wealth Management Larkspur, California	$433K	-$441K	1	0.21%	Reduced
5588	ML MLP3 LLC Linwood, New Jersey	$431K	+$421K	1	0.47%	New
5589	SCA Sassicaia Capital Advisers Jericho, New York	$430K	-$102K	1	0.94%	Reduced
5590	RFN Redwood Financial Network Solon, Ohio	$430K	-$57.4K	2	0.27%	Reduced
5591	AWA Adapt Wealth Advisors Atlanta, Georgia	$429K	-$189K	2	0.15%	Reduced
5592	MRI Mad River Investors Boston, Massachusetts	$429K	$0	1	0.2%	Maintained
5593	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$427K	-$47.4K	7	0.09%	Reduced
5594	DFG Dynamic Financial Group Cedar Falls, Iowa	$427K	$0	1	0.36%	Maintained
5595	CA Corrado Advisors Ramsey, New Jersey	$426K	-$12K	1	0.21%	Reduced
5596	TCM Traub Capital Management Needham, Massachusetts	$425K	+$202K	2	0.41%	Increased
5597	FFG First Financial Group Raleigh, North Carolina	$425K	-$44.9K	1	0.36%	Reduced
5598	SA Seneschal Advisors Tacoma, Washington	$424K	-$11.7K	16	0.31%	Reduced
5599	BAM Boyar Asset Management New York	$423K	-$5.12K	1	0.27%	Reduced
5600	DP Dundas Partners Edinburgh, United Kingdom	$422K	+$102K	1	0.03%	Increased