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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
5901	GRA Golden Road Advisors Tampa, Florida	$236K	-$14.6K	1	0.13%	Reduced
5902	LKBC L.K. Benson & Company Baltimore, Maryland	$236K	$0	1	0.12%	Maintained
5903	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$236K	+$9.23K	1	0.08%	Increased
5904	HWMG Harbour Wealth Management Group Daniel Island, South Carolina	$236K	+$240K	1	0.18%	New
5905	HP HT Partners Centerbrook, Connecticut	$236K	$0	1	0.07%	Maintained
5906	JMA J.M. Arbour Gardiner, Maine	$235K	+$223K	1	0.23%	New
5907	AWMG ADG Wealth Management Group Metairie, Louisiana	$235K	$0	1	0.18%	Maintained
5908	ITB Idaho Trust Bank Boise, Idaho	$235K	-$1.74K	1	0.08%	Reduced
5909	PWA Principia Wealth Advisory Dallas, Texas	$234K	+$86.5K	32	0.15%	Increased
5910	WN Williams & Novak Westlake Village, California	$233K	-$56.1K	1	0.18%	Reduced
5911	SCM Sollinda Capital Management Miami, Florida	$233K	+$1.99K	1	0.06%	Increased
5912	LTL Lowery Thomas LLC Pebble Beach, California	$233K	$0	1	0.13%	Maintained
5913	WH Whitcomb & Hess Ashland, Ohio	$233K	$0	1	0.05%	Maintained
5914	VW Vance Wealth Santa Clarita, California	$233K	+$2.95K	1	0.07%	Increased
5915	GWM GoalFusion Wealth Management Austin, Texas	$233K	$0	1	0.11%	Maintained
5916	CCM Cambridge Capital Management O'fallon, Illinois	$232K	$0	1	0.1%	Maintained
5917	PWM Peterson Wealth Management Sparks, Nevada	$231K	+$215K	1	0.17%	New
5918	FCIM Fairview Capital Investment Management Greenbrae, California	$230K	+$2.11K	1	0.01%	Increased
5919	BGA Battery Global Advisors Boston, Massachusetts	$230K	+$216K	6	0.11%	Increased
5920	CG Clifford Group Wayland, Massachusetts	$229K	-$38.5K	1	0.18%	Reduced
5921	HAS Horizon Advisory Services West Henrietta, New York	$229K	$0	1	0.12%	Maintained
5922	HI Human Investing Lake Oswego, Oregon	$229K	-$40.6K	1	0.03%	Reduced
5923	SA SPG Advisors Kirkland, Washington	$229K	$0	1	2.35%	Maintained
5924	AFA Arlington Financial Advisors Santa Barbara, California	$228K	-$939K	1	0.03%	Reduced
5925	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$228K	$0	1	0.15%	Maintained