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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	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$399K	+$134K	2	0.08%	Increased
5627	DWM DWR Wealth Management San Jose, California	$399K	+$385K	1	0.37%	New
5628	A Alongside Austin, Texas	$398K	+$377K	1	0.13%	New
5629	RCM Ridgepath Capital Management Knoxville, Tennessee	$398K	$0	1	0.18%	Maintained
5630	RHP Royal Harbor Partners Houston, Texas	$397K	$0	1	0.13%	Maintained
5631	PS Pinney & Scofield Cambridge, Massachusetts	$397K	-$16.1K	4	0.23%	Reduced
5632	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$397K	-$358	15	0.23%	Reduced
5633	EI eCIO Inc Madison, Wisconsin	$396K	+$390K	3	0.18%	New
5634	CFC Client First Capital San Diego, California	$395K	$0	1	0.17%	Maintained
5635	HPWM High Point Wealth Management Chester, New Jersey	$394K	+$400K	2	0.37%	New
5636	RWM RBA Wealth Management Newport Beach, California	$393K	-$30.1K	1	0.13%	Reduced
5637	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$391K	$0	3	0.02%	Maintained
5638	IWP IAG Wealth Partners Waukesha, Wisconsin	$385K	-$119K	14	0.04%	Reduced
5639	AC Aldebaran Capital Carmel, Indiana	$385K	-$1.51K	1	0.35%	Reduced
5640	BMC Bear Mountain Capital Seattle, Washington	$385K	-$5.67K	12	0.12%	Reduced
5641	CWM Concentrum Wealth Management San Jose, California	$385K	+$35.1K	1	0.11%	Increased
5642	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$384K	+$174	1	0.13%	Increased
5643	EFA Edge Financial Advisors Wheaton, Illinois	$384K	-$233K	1	0.16%	Reduced
5644	AFP Alpha Financial Partners Lexington, Kentucky	$383K	+$4.82K	1	0.23%	Increased
5645	NCMW Northern Capital Management (Washington) Spokane, Washington	$382K	+$30.8K	1	0.2%	Increased
5646	SGFG Silver Grove Financial Group Orchard Park, New York	$380K	-$229K	1	0.33%	Reduced
5647	LBC Lane Brothers & Co Prescott, Arizona	$379K	+$370K	1	0.27%	New
5648	MFS Madrid Financial Services Manhattan Beach, California	$379K	-$76K	1	0.27%	Reduced
5649	DWA Davis Wealth Advisors Salem, New Hampshire	$379K	-$63.8K	1	0.31%	Reduced
5650	FFP Forbes Financial Planning East Greenwich, Rhode Island	$378K	-$36.2K	1	0.22%	Reduced