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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
6076	WIA Wetzel Investment Advisors Indianapolis, Indiana	$230K	+$193K	1	0.08%	New
6077	EP EPIQ Partners Minneapolis, Minnesota	$229K	-$27K	1	0.1%	Reduced
6078	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$229K	+$12.2K	2	0.01%	Increased
6079	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$229K	$0	1	0.11%	Maintained
6080	FA FC Advisory West Chester, Pennsylvania	$228K	+$191K	1	0.06%	New
6081	FCM FourWorld Capital Management New York	$228K	+$143K	1	0.21%	Increased
6082	EA Echo45 Advisors Walnut Creek, California	$228K	-$33.8K	1	0.12%	Reduced
6083	AWM Aureum Wealth Management North Palm Beach, Florida	$227K	$0	1	0.14%	Maintained
6084	PPA Painted Porch Advisors Santa Barbara, California	$227K	+$190K	1	0.1%	New
6085	CCM Cloud Capital Management Seattle, Washington	$227K	-$2.67K	1	0.08%	Reduced
6086	SA SPG Advisors Kirkland, Washington	$227K	$0	1	4.09%	Maintained
6087	VW Veridan Wealth West Linn, Oregon	$226K	+$189K	1	0.08%	New
6088	PP Paladin Partners Hartland, Wisconsin	$226K	-$6.82K	6	0.15%	Reduced
6089	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$226K	-$5.62M	1	0.02%	Reduced
6090	SCG Sonata Capital Group Seattle, Washington	$226K	-$208K	1	0.07%	Reduced
6091	OMC Overbrook Management Corp New York	$226K	-$3.51M	1	0.03%	Reduced
6092	Saturna Capital Bellingham, Washington	$225K	$0	1	0%	Maintained
6093	IWB Innovative Wealth Building California, Maryland	$224K	-$203K	1	0.13%	Reduced
6094	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$223K	-$45K	1	0.06%	Reduced
6095	SG Strid Group Newtown Square, Pennsylvania	$223K	+$188K	1	0.02%	New
6096	SIM Sims Investment Management Cincinnati, Ohio	$222K	+$201K	8	0.07%	New
6097	LW Libra Wealth Los Gatos, California	$222K	+$208K	1	0.06%	New
6098	ORC O'Rourke & Company Boston, Massachusetts	$222K	$0	1	0.08%	Maintained
6099	IC Innealta Capital Austin, Texas	$222K	+$202K	1	0.12%	New
6100	FF Fortitude Financial Spokane, Washington	$221K	+$220K	1	0.2%	New