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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
6151	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$206K	+$173K	1	0.06%	New
6152	KWA Kellett Wealth Advisors Cincinnati, Ohio	$205K	+$172K	1	0.1%	New
6153	AI Axecap Investments Mason, Ohio	$205K	-$8.83M	1	0.11%	Reduced
6154	BFS Boyer Financial Services Newport Beach, California	$204K	+$169K	1	0.17%	New
6155	SWM Seaside Wealth Management Carlsbad, California	$204K	-$63.9K	1	0.05%	Reduced
6156	BWM Buska Wealth Management Wausau, Wisconsin	$204K	+$171K	1	0.07%	New
6157	CCA Cruiser Capital Advisors Stamford, Connecticut	$203K	+$199K	1	0.13%	New
6158	TF Tenon Financial Metuchen, New Jersey	$203K	-$452K	1	0.07%	Reduced
6159	WW Wright Wealth Atlanta, Georgia	$203K	+$199K	1	0.12%	New
6160	BWM Brickley Wealth Management San Mateo, California	$203K	-$541	1	0.03%	Reduced
6161	HFW Horizon Family Wealth Chicago, Illinois	$203K	+$196K	1	0.09%	New
6162	AWP Axis Wealth Partners East Providence, Rhode Island	$203K	-$137K	1	0.1%	Reduced
6163	CI Cavalier Investments Alpharetta, Georgia	$202K	-$10.7M	1	0.01%	Reduced
6164	HI Human Investing Lake Oswego, Oregon	$202K	-$44K	1	0.03%	Reduced
6165	BWF Better Way Financial Allentown, Pennsylvania	$201K	+$174K	1	0.17%	New
6166	FWM FLP Wealth Management Bentonville, Arkansas	$200K	+$223K	1	0.36%	New
6167	EAM Eukles Asset Management Cincinnati, Ohio	$191K	-$3.31K	7	0.08%	Reduced
6168	TM Torren Management San Diego, California	$189K	-$20.2K	26	0.1%	Reduced
6169	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$186K	$0	1	0.03%	Maintained
6170	WAM WealthCare Asset Management Springfield, Missouri	$183K	-$79.9K	1	0.08%	Reduced
6171	NWS Nvest Wealth Strategies Powell, Ohio	$183K	-$65.7K	7	0.11%	Reduced
6172	AIM Access Investment Management Atlanta, Georgia	$181K	-$12.3K	7	0.05%	Reduced
6173	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$180K	+$137K	3	0.03%	Increased
6174	HPWM High Point Wealth Management Chester, New Jersey	$180K	-$11.3K	5	0.15%	Reduced
6175	XAU XP Advisory US Miami, Florida	$172K	+$187K	2	0.09%	New