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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
5826	RCP Roan Capital Partners Johnson City, Tennessee	$283K	+$287K	1	0.26%	New
5827	BSAM Blue Square Asset Management New York	$281K	$0	1	0.13%	Maintained
5828	AFO Allie Family Office Miami, Florida	$281K	$0	1	0.12%	Maintained
5829	RWM Raffa Wealth Management Washington, District of Columbia	$281K	+$30.1K	39	0.04%	Increased
5830	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$280K	-$74.6K	1	0.16%	Reduced
5831	Delta Accumulation LLC Sausalito, California	$279K	+$319K	1	0.02%	New
5832	VC Veery Capital Wilmington, Delaware	$278K	+$88.3K	1	0.09%	Increased
5833	LAS LWM Advisory Services Plantation, Florida	$278K	+$103K	1	0.3%	Increased
5834	OAG Oakmont Advisory Group Albuquerque, New Mexico	$278K	+$13.8K	1	0.28%	Increased
5835	HAP Harbor Asset Planning Belmont, Massachusetts	$276K	$0	7	0.23%	Maintained
5836	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$275K	-$924K	1	0.02%	Reduced
5837	LWM Level Wealth Management Greensboro, North Carolina	$275K	$0	1	0.13%	Maintained
5838	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$274K	+$108K	1	0.26%	Increased
5839	MC Matters Capital Miami, Florida	$274K	$0	1	0.24%	Maintained
5840	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$274K	$0	1	0.11%	Maintained
5841	TP TenCore Partners New York	$274K	+$39.3K	1	0.21%	Increased
5842	PA Prosperity Advisers Fort Washington, Pennsylvania	$273K	$0	1	0.23%	Maintained
5843	BWA Bestgate Wealth Advisors Frederick, Maryland	$273K	-$35.2K	1	0.49%	Reduced
5844	SCP Stevens Capital Partners Omaha, Nebraska	$273K	-$205K	1	0.07%	Reduced
5845	PFGWM Price Financial Group Wealth Management Portland, Oregon	$272K	+$279K	2	4.49%	New
5846	LHEI Leo H. Evart Inc Redwood City, California	$272K	+$304K	7	0.23%	New
5847	IA IMZ Advisory Boca Raton, Florida	$272K	+$1.77K	1	0.1%	Increased
5848	AWM Austin Wealth Management Austin, Texas	$271K	-$235K	1	0.06%	Reduced
5849	BFAG Blackston Financial Advisory Group The Villages, Florida	$270K	-$16.1K	1	0.17%	Reduced
5850	SCA Sulzberger Capital Advisors Miami, Florida	$270K	$0	1	0.28%	Maintained