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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
5776	PAM Pacific Asset Management Gig Harbor, Washington	$313K	-$20.9K	1	0.17%	Reduced
5777	MAM Marquette Asset Management Minneapolis, Minnesota	$312K	+$140K	18	0.05%	Increased
5778	BLWM Bucket List Wealth Management The Villages, Florida	$312K	+$345K	1	0.19%	New
5779	CWA Choice Wealth Advisors Waterville, Maine	$312K	$0	1	0.12%	Maintained
5780	2L 25 LLC St. Louis, Missouri	$310K	+$5.01K	1	0.1%	Increased
5781	PHWM Palatine Hill Wealth Management Birmingham, Michigan	$308K	$0	1	0.27%	Maintained
5782	OFP OFC Financial Planning Short Hills, New Jersey	$308K	$0	1	0.3%	Maintained
5783	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$307K	+$16.7K	1	0.03%	Increased
5784	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$307K	$0	1	0.28%	Maintained
5785	CPA Cathy Pareto & Associates Coral Gables, Florida	$307K	-$153	1	0.21%	Reduced
5786	FSBI Fearless Solutions (Best Invest) San Antonio, Texas	$306K	+$65.7K	1	0.18%	Increased
5787	LC Luminist Capital Grand Rapids, Michigan	$306K	+$238K	1	0.41%	Increased
5788	ACM Ashford Capital Management Wilmington, Delaware	$306K	+$440K	1	0.04%	New
5789	IIM Invariant Investment Management Camp Hill, Pennsylvania	$305K	$0	1	0.19%	Maintained
5790	DWS Discipline Wealth Solutions Greenville, South Carolina	$304K	+$35.6K	1	0.03%	Increased
5791	JRPCML J. R. Prunier Capital Management LLC Holden, Massachusetts	$304K	$0	1	0.13%	Maintained
5792	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$303K	-$499K	1	0.14%	Reduced
5793	GWA Genesis Wealth Advisors Braintree, Massachusetts	$303K	$0	1	0.2%	Maintained
5794	SMA Sage Mountain Advisors Atlanta, Georgia	$303K	-$12.5M	1	0.02%	Reduced
5795	EP EPIQ Partners Minneapolis, Minnesota	$302K	$0	1	0.14%	Maintained
5796	HWA HighRoad Wealth Advisors Coos Bay, Oregon	$302K	$0	1	0.3%	Maintained
5797	LAA Liberty Atlantic Advisors Allen, Texas	$302K	-$2.46K	1	0.26%	Reduced
5798	CA Corecam AG Zurich,	$301K	+$307K	1	0.26%	New
5799	PMIM Prudent Man Investment Management Louisville, Colorado	$301K	$0	6	0.1%	Maintained
5800	PSF Pacific Sun Financial Los Angeles, California	$300K	-$420K	1	0.15%	Reduced