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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
2351	WFP Welch Financial Planning Boulder, Colorado	$12.8M	-$129K	1	7.43%	Reduced
2352	PP PDS Planning Dublin, Ohio	$12.7M	+$1.29M	18	0.74%	Increased
2353	AWM Aviso Wealth Management Bellevue, Washington	$12.7M	+$169K	10	4.34%	Increased
2354	BG Bollard Group Boston, Massachusetts	$12.7M	-$406K	8	0.39%	Reduced
2355	TNA True North Advisors Dallas, Texas	$12.7M	-$1.11M	7	1.22%	Reduced
2356	IIA IPG Investment Advisors San Diego, California	$12.7M	-$5.9M	6	1.83%	Reduced
2357	FFS Founders Financial Securities Towson, Maryland	$12.7M	-$966K	12	0.65%	Reduced
2358	MCM Mitchell Capital Management Leawood, Kansas	$12.7M	-$989K	5	1.93%	Reduced
2359	PKC Palmer Knight Company Jacksonville, Florida	$12.7M	+$4.41M	3	4.89%	Increased
2360	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$12.7M	-$2.6M	18	0.42%	Reduced
2361	Adapt Investment Managers Geneva, Switzerland	$12.7M	+$14.8M	1	0.1%	Increased
2362	ZF Zhang Financial Portage, Michigan	$12.7M	+$1.11M	11	0.37%	Increased
2363	DO denkapparat Operations Berlin, Germany	$12.6M	+$3.66M	16	4.13%	Increased
2364	SFG Snider Financial Group Bellevue, Washington	$12.6M	+$834K	5	3.21%	Increased
2365	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$12.6M	+$541K	4	3.86%	Increased
2366	OC Opal Capital Boca Raton, Florida	$12.6M	+$8.75M	4	2.25%	Increased
2367	LIM Longfellow Investment Management Boston, Massachusetts	$12.6M	+$5.31M	9	2.57%	Increased
2368	UWM Udine Wealth Management Boca Raton, Florida	$12.6M	+$784K	4	5.17%	Increased
2369	DI DRH Investments Thousand Oaks, California	$12.5M	+$12.2K	2	9.93%	Increased
2370	NF Nikulski Financial Bettendorf, Iowa	$12.5M	+$936K	6	2.71%	Increased
2371	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$12.5M	+$3M	1	3.63%	Increased
2372	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$12.5M	-$6.2M	5	3.22%	Reduced
2373	Aspiriant LLC Los Angeles, California	$12.5M	+$1.34M	12	0.31%	Increased
2374	Energy Income Partners Westport, Connecticut	$12.5M	-$4.24M	2	0.2%	Reduced
2375	OL Owen LaRue Elizabethtown, Kentucky	$12.5M	-$423K	5	4.35%	Reduced