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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
5951	RTL Red Tortoise LLC Atlanta, Georgia	$224K	$0	13	0.09%	Maintained
5952	PWM Proathlete Wealth Management Boca Raton, Florida	$224K	-$2.29K	5	0.06%	Reduced
5953	EPA Element Pointe Advisors Miami, Florida	$224K	-$437K	1	0.04%	Reduced
5954	WCM Wealthcare Capital Management Richmond, Virginia	$223K	+$398	1	0.02%	Increased
5955	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$223K	+$225K	1	0.04%	New
5956	WAG Windsor Advisory Group Columbus, Ohio	$223K	+$247K	1	0.19%	Increased
5957	BF Bonfire Financial Colorado Springs, Colorado	$223K	-$40.1K	1	0.17%	Reduced
5958	FIG FSA Investment Group Pensacola, Florida	$222K	+$233K	1	0.09%	New
5959	BFP Briaud Financial Planning College Station, Texas	$222K	+$226K	1	0.06%	New
5960	IFG Advisory Atlanta, Georgia	$221K	-$27.4M	8	0.63%	Reduced
5961	CIAS CBIZ Investment Advisory Services Independence, Ohio	$220K	-$38.8M	11	0.01%	Reduced
5962	HPWM High Point Wealth Management Chester, New Jersey	$219K	-$124K	4	0.21%	Reduced
5963	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$219K	-$4.46K	10	0.21%	Reduced
5964	GWA Geometric Wealth Advisors Washington, District of Columbia	$219K	+$226K	1	0.03%	New
5965	BHFP Blom & Howell Financial Planning Modesto, California	$219K	-$3.18K	1	0.22%	Reduced
5966	TWM Tolleson Wealth Management Dallas, Texas	$219K	$0	1	0.03%	Maintained
5967	AL ARWA LLC Fort Worth, Texas	$218K	+$219K	1	0.11%	New
5968	WCM Wallace Capital Management Dallas, Texas	$218K	-$19.9K	1	0.03%	Reduced
5969	AI Arrien Investments Boise, Idaho	$218K	-$3.87K	1	0.12%	Reduced
5970	EAM Empery Asset Management New York	$218K	+$325K	1	0.26%	New
5971	DWA Delap Wealth Advisory Lake Oswego, Oregon	$218K	-$227K	1	0.08%	Reduced
5972	OC OxenFree Capital Satellite Beach, Florida	$218K	-$99.3K	1	0.11%	Reduced
5973	BFA Bright Financial Advisors Portage, Michigan	$217K	+$224K	1	0.1%	New
5974	LKBC L.K. Benson & Company Baltimore, Maryland	$216K	$0	1	0.07%	Maintained
5975	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$216K	+$16.6K	1	0.04%	Increased