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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
5626	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$551K	-$1.71M	1	0.21%	Reduced
5627	EA Evolution Advisers Richmond, Virginia	$550K	-$16.3K	19	0.2%	Reduced
5628	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$549K	-$221K	1	0.09%	Reduced
5629	IC IKE Capital New York	$548K	-$27K	1	0.29%	Reduced
5630	SFC Strategic Financial Concepts San Antonio, Texas	$547K	-$357K	2	0.16%	Reduced
5631	MW Members Wealth Media, Pennsylvania	$547K	-$271K	2	0.3%	Reduced
5632	WAG Wiser Advisor Group Phoenix, Arizona	$546K	+$11.7K	9	0.6%	Increased
5633	DRP Decker Retirement Planning Levi, Utah	$546K	+$60.7K	12	0.19%	Increased
5634	WMG WESCAP Management Group Glendale, California	$545K	$0	1	0.1%	Maintained
5635	QFPS Quantum Financial Planning Services Spokane, Washington	$545K	-$91.8K	2	0.17%	Reduced
5636	PD Planning Directions Glen Mills, Pennsylvania	$542K	-$252K	2	0.25%	Reduced
5637	TCM Traub Capital Management Needham, Massachusetts	$542K	+$74.8K	2	0.48%	Increased
5638	KL Keenan LLC Boston, Massachusetts	$541K	+$421K	1	0.38%	New
5639	MPCG Matrix Private Capital Group New York	$540K	-$5.46K	2	0.23%	Reduced
5640	VDBMI Van Den Berg Management I Austin, Texas	$539K	-$1.25K	2	0.11%	Reduced
5641	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$539K	+$13.6K	1	0.32%	Increased
5642	GA Gordian Advisors Tucson, Arizona	$539K	-$257K	2	0.32%	Reduced
5643	BCA Bay Capital Advisors Virginia Beach, Virginia	$537K	-$250K	2	0.29%	Reduced
5644	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$536K	-$43.5K	1	0.31%	Reduced
5645	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$535K	-$645K	2	0.11%	Reduced
5646	CWM ClientFirst Wealth Management Little Rock, Arkansas	$534K	$0	1	0.44%	Maintained
5647	EGM Encore Global Management Houston, Texas	$534K	-$2.97K	2	0.52%	Reduced
5648	MA MSA Advisors Santa Monica, California	$533K	-$446K	1	0.14%	Reduced
5649	CCP Cassia Capital Partners Winston Salem, North Carolina	$532K	+$175K	2	0.26%	Increased
5650	CCM Chaney Capital Management Lynnwood, Washington	$531K	$0	1	0.17%	Maintained