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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
5926	BAS Breakthru Advisory Services Muskego, Wisconsin	$227K	+$13.6K	1	0.15%	Increased
5927	GC Gould Capital Tacoma, Washington	$227K	-$1.17K	5	0.14%	Reduced
5928	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$227K	-$2.43K	17	0.14%	Reduced
5929	TW Towerpoint Wealth Sacramento, California	$226K	+$1.2K	1	0.09%	Increased
5930	PWM Proathlete Wealth Management Boca Raton, Florida	$226K	+$7.65K	5	0.06%	Increased
5931	CSF Capital Squared Financial Rockville, Maryland	$226K	+$1.81K	1	0.18%	Increased
5932	W WorthPointe La Jolla, California	$226K	+$6.02K	1	0.06%	Increased
5933	EA Echo45 Advisors Walnut Creek, California	$226K	+$15.4K	1	0.13%	Increased
5934	WCM Wallace Capital Management Dallas, Texas	$226K	$0	1	0.03%	Maintained
5935	BCPE Bain Capital Public Equity Boston, Massachusetts	$226K	-$11.1M	1	0.13%	Reduced
5936	DWM Denver Wealth Management Denver, Colorado	$225K	+$25K	1	0.08%	Increased
5937	CLIP Colter Lewis Investment Partners Greenwich, Connecticut	$225K	+$213K	1	0.26%	New
5938	ACA Adirondack Capital Advisors Syracuse, New York	$225K	+$220K	1	0.15%	New
5939	RFG RFP Financial Group Atlanta, Georgia	$224K	-$16.3K	1	0.11%	Reduced
5940	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$224K	+$31.2K	1	0.07%	Increased
5941	DW Dodds Wealth Greenwood Village, Colorado	$224K	-$7.06K	1	0.05%	Reduced
5942	Saturna Capital Bellingham, Washington	$224K	-$324K	1	0%	Reduced
5943	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$222K	+$1.81K	1	0.21%	Increased
5944	TA TPG Advisors Northfield, Illinois	$222K	-$207K	1	0.14%	Reduced
5945	DFA Davies Financial Advisors Murrieta, California	$222K	-$52.5K	1	0.41%	Reduced
5946	MAG Mokosak Advisory Group Urbandale, Iowa	$222K	+$9.23K	1	0.06%	Increased
5947	FFWA Forthright Family Wealth Advisory Houston, Texas	$221K	-$1.65M	1	0.14%	Reduced
5948	EWL Emissary Wealth LLC Hackensack, New Jersey	$221K	+$266K	1	0.19%	New
5949	STFP Signal Tree Financial Partners Copley, Ohio	$220K	$0	1	0.17%	Maintained
5950	CCM Cloud Capital Management Seattle, Washington	$220K	-$377K	1	0.1%	Reduced