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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
5876	AWM AAF Wealth Management Westborough, Massachusetts	$338K	-$15.2K	1	0.12%	Reduced
5877	MWM Mittelman Wealth Management Andover, Massachusetts	$337K	-$167K	1	0.22%	Reduced
5878	AC ASB Consultores Aventura, Florida	$336K	$0	1	0.51%	Maintained
5879	IIM Invariant Investment Management Camp Hill, Pennsylvania	$335K	$0	1	0.2%	Maintained
5880	UFPG United Financial Planning Group Hauppauge, New York	$335K	+$17.7K	16	0.17%	Increased
5881	FFW Fusion Family Wealth Woodbury, New York	$334K	$0	1	0.02%	Maintained
5882	BS Brighton Securities Rochester, New York	$333K	-$193K	1	0.14%	Reduced
5883	GCM Gambit Capital Management Franklin, Tennessee	$332K	+$8.8K	1	0.19%	Increased
5884	MWA Mills Wealth Advisors Southlake, Texas	$332K	-$13.5K	1	0.1%	Reduced
5885	SC Soundwatch Capital Rowayton, Connecticut	$332K	+$352K	1	0.04%	New
5886	WA WESPAC Advisors Orinda, California	$331K	-$1.55M	1	0.16%	Reduced
5887	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$331K	+$27.3K	1	0.03%	Increased
5888	WDL Well Done LLC Holland, Michigan	$330K	-$219K	1	0.04%	Reduced
5889	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$329K	$0	1	0.12%	Maintained
5890	RIS Richmond Investment Services Mequon, Wisconsin	$327K	-$2.1M	1	0.1%	Reduced
5891	TC Tacita Capital Toronto, Ontario, Canada	$326K	-$15.1K	5	0.18%	Reduced
5892	PWM Pacific Wealth Management San Diego, California	$326K	-$232K	1	0.14%	Reduced
5893	BCM Beaumont Capital Management Boston, Massachusetts	$326K	+$272K	1	0.38%	New
5894	NWA Northwest Wealth Advisors Bellingham, Washington	$325K	+$323K	1	0.19%	New
5895	FIG FSA Investment Group Pensacola, Florida	$322K	+$169K	1	0.1%	Increased
5896	LC Luminist Capital Grand Rapids, Michigan	$322K	+$66.2K	5	0.36%	Increased
5897	WF WinCap Financial Boston, Massachusetts	$321K	-$2.19K	1	0.17%	Reduced
5898	GL Gerber LLC Columbus, Ohio	$319K	$0	1	0.15%	Maintained
5899	CA Cannon Advisors Charlotte, North Carolina	$318K	-$499K	1	0.19%	Reduced
5900	OAJ Ogorek Anthony Joseph Williamsville, New York	$317K	+$103K	14	0.08%	Increased