← All themes

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
2726	NorthRock Partners Minneapolis, Minnesota	$489K	+$222K	2	0.21%	Increased
2727	MAM Marquette Asset Management Minneapolis, Minnesota	$486K	$0	1	0.2%	Maintained
2728	SMH Sanders Morris Harris Houston, Texas	$486K	-$23.4K	1	0.18%	Reduced
2729	NVIM New Vernon Investment Management Highland Park, Illinois	$482K	-$111K	1	0.63%	Reduced
2730	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$473K	+$471K	2	0.13%	New
2731	FI FCM Investments Dallas, Texas	$473K	-$50K	4	0.3%	Reduced
2732	Harvest Fund Management Beijing, China	$473K	$0	5	0.09%	Maintained
2733	JCM Jafra Capital Management New York	$471K	-$2.89M	1	0.19%	Reduced
2734	SAM Solaris Asset Management New York	$470K	-$2.94M	3	0.31%	Reduced
2735	Alesco Advisors Pittsford, New York	$465K	-$8.25K	1	0.03%	Reduced
2736	SFS Summit Financial Strategies Columbus, Ohio	$465K	-$2.05K	2	0.34%	Reduced
2737	SG StoneX Group New York	$460K	-$512K	1	1.03%	Reduced
2738	EMB Elefante Mark B	$455K	-$118K	1	4.13%	Reduced
2739	KBG Kahn Brothers Group New York	$447K	$0	1	0.08%	Maintained
2740	Miracle Mile Advisors Los Angeles, California	$447K	+$48.3K	1	0.08%	Increased
2741	LWMG Lakeside Wealth Management Group	$446K	$0	2	15.25%	Maintained
2742	CF Corrigan Financial Middletown, Rhode Island	$442K	-$2.9K	1	0.43%	Reduced
2743	FIM Fernwood Investment Management Quincy, Massachusetts	$440K	$0	1	0.35%	Maintained
2744	AGA Accuvest Global Advisors Provo, Utah	$439K	+$415K	1	0.14%	Increased
2745	CFG CKW Financial Group Honolulu, Hawaii	$438K	+$222K	4	0.14%	Increased
2746	PCM Perkins Capital Management Wayzata, Minnesota	$435K	-$160K	2	0.45%	Reduced
2747	RWA RGT Wealth Advisors Dallas, Texas	$431K	-$181K	2	0.29%	Reduced
2748	LTI Laffer Tengler Investments Nashville, Tennessee	$424K	-$275K	1	0.11%	Reduced
2749	RW REDW Wealth Albuquerque, New Mexico	$422K	+$11.7K	1	0.43%	Increased
2750	PCFFS Pacific Center for Financial Services San Ramon, California	$420K	+$62.4K	7	0.29%	Increased