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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
5726	BWG Balanced Wealth Group Westlake, Ohio	$325K	+$289	1	0.12%	Increased
5727	BWM Base Wealth Management Lakewood Ranch, Florida	$324K	-$52.5K	1	0.17%	Reduced
5728	CAM Clarity Asset Management Ames, Iowa	$322K	-$17.6K	7	0.18%	Reduced
5729	ODFS O'Donnell Financial Services San Rafael, California	$322K	+$301	1	0.11%	Increased
5730	OAG Oakmont Advisory Group Albuquerque, New Mexico	$321K	+$327K	1	0.34%	New
5731	FRM Foundation Resource Management Little Rock, Arkansas	$321K	$0	1	0.04%	Maintained
5732	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$320K	$0	1	0.05%	Maintained
5733	WT WHI Trust Chicago, Illinois	$320K	+$306K	3	0.25%	New
5734	MCA Maryland Capital Advisors Chester, Maryland	$319K	+$36.7K	7	0.11%	Increased
5735	MFG Mainsail Financial Group Bellevue, Washington	$319K	-$13K	1	0.13%	Reduced
5736	SI SimpliFi Inc San Diego, California	$319K	+$1.16K	1	0.13%	Increased
5737	UA URS Advisory Jupiter, Florida	$318K	+$301K	1	0.26%	New
5738	BF Bonfire Financial Colorado Springs, Colorado	$317K	+$2.71K	1	0.24%	Increased
5739	BWA BlueSky Wealth Advisors New Bern, North Carolina	$315K	$0	1	0.04%	Maintained
5740	EFG Elevated Financial Group Indianapolis, Indiana	$315K	+$298K	1	0.11%	New
5741	TBF True Blue Financial Stevensville, Michigan	$314K	+$258K	1	0.26%	New
5742	TFP TrueWealth Financial Partners Bellevue, Washington	$314K	+$258K	1	0.26%	New
5743	SLP Storen Legacy Partners Zionsville, Indiana	$314K	+$289K	1	0.1%	New
5744	SI Sprott Inc Toronto, Ontario, Canada	$313K	$0	1	0.01%	Maintained
5745	FI FWG Investments Lexington, Kentucky	$313K	-$224K	1	0.2%	Reduced
5746	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$313K	-$49.6K	4	0.06%	Reduced
5747	COFSG Carbahal Olsen Financial Services Group Davis, California	$311K	+$411K	1	0.24%	New
5748	MW Merited Wealth North Bay Village, Florida	$311K	+$305K	6	0.29%	New
5749	GCM Gambit Capital Management Franklin, Tennessee	$310K	+$294K	1	0.22%	New
5750	MFG Marmo Financial Group Johnson City, Tennessee	$309K	+$313K	1	0.15%	New