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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
5676	PAM Pacific Asset Management Gig Harbor, Washington	$361K	$0	1	0.22%	Maintained
5677	KF Kelsey Financial Moorpark, California	$361K	+$355K	2	0.31%	New
5678	WWP Wise Wealth Partners Phoenix, Arizona	$361K	-$22.1K	1	0.52%	Reduced
5679	5SA 5th Street Advisors Southport, Connecticut	$360K	+$313K	1	0.17%	New
5680	MWA Mills Wealth Advisors Southlake, Texas	$360K	$0	1	0.14%	Maintained
5681	CFG Cosner Financial Group Windsor, Colorado	$360K	$0	1	0.18%	Maintained
5682	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$359K	-$290K	1	0.11%	Reduced
5683	ACM Academy Capital Management Waco, Texas	$359K	$0	1	0.05%	Maintained
5684	BC Bruce & Co Chicago, Illinois	$359K	$0	1	0.11%	Maintained
5685	MPCA Madison Park Capital Advisors Seattle, Washington	$358K	+$156K	1	0.29%	Increased
5686	CIR Clear Investment Research Alpharetta, Georgia	$358K	-$298K	1	0.59%	Reduced
5687	BWAM Blue Water Asset Management Grand Rapids, Michigan	$357K	+$338K	1	0.13%	New
5688	SPA Shore Point Advisors Brielle, New Jersey	$356K	$0	1	0.15%	Maintained
5689	SWA Strategic Wealth Advisors Scottsdale, Arizona	$355K	+$355K	9	0.3%	New
5690	SWM SilverOak Wealth Management Edina, Minnesota	$354K	-$21.7K	1	0.06%	Reduced
5691	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$354K	+$360K	1	0.27%	New
5692	AWP Astra Wealth Partners Jersey City, New Jersey	$352K	+$46.2K	1	0.21%	Increased
5693	SWM Sherman Wealth Management Gaithersburg, Maryland	$350K	+$342K	1	0.3%	New
5694	NIWA New Insight Wealth Advisors San Ramon, California	$348K	-$101K	1	0.12%	Reduced
5695	WFPG Waller Financial Planning Group Columbus, Ohio	$348K	$0	1	0.08%	Maintained
5696	GIC GFI Investment Counsel Toronto, Ontario, Canada	$347K	-$36.1M	1	0.04%	Reduced
5697	IIM Invariant Investment Management Camp Hill, Pennsylvania	$347K	+$326K	1	0.22%	New
5698	CCI Credit Capital Investments Livingston, New Jersey	$347K	+$81.5K	1	0.33%	Increased
5699	AWM AAF Wealth Management Westborough, Massachusetts	$346K	-$181K	1	0.15%	Reduced
5700	FI Fosun International Hong Kong, China	$345K	+$326K	1	0.08%	New