← 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
3026	NW N10 Wealth Greenwich, Connecticut	$7.32M	+$8.52M	2	2.6%	New
3027	APC Alpine Peaks Capital New York	$7.32M	-$1.21M	1	8.57%	Reduced
3028	PPC Park Place Capital Homewood, Alabama	$7.31M	+$2.43M	29	1.16%	Increased
3029	MWM MFG Wealth Management Indianapolis, Indiana	$7.31M	+$465K	3	5.23%	Increased
3030	BCP Blue Chip Partners Farmington Hills, Michigan	$7.31M	+$127K	4	0.46%	Increased
3031	ICP Impact Capital Partners Greenwood Village, Colorado	$7.3M	+$29.6K	14	1.99%	Increased
3032	EC EntryPoint Capital New York	$7.29M	-$6.8M	16	1.77%	Reduced
3033	CCM Corsair Capital Management New York	$7.29M	-$1.01M	8	0.91%	Reduced
3034	CFS CRA Financial Services Northfield, New Jersey	$7.28M	+$846K	10	0.84%	Increased
3035	UBG United Bank (Georgia) Zebulon, Georgia	$7.28M	-$1.03M	5	2.21%	Reduced
3036	NB Northwest Bancshares Warren, Pennsylvania	$7.28M	-$1.7M	4	1.31%	Reduced
3037	CRB Chad R. Baker	$7.28M	$0	1	1.17%	Maintained
3038	MW MBL Wealth Charlotte, North Carolina	$7.27M	+$284K	11	0.5%	Increased
3039	BSA Bull Street Advisors Savannah, Georgia	$7.27M	-$4.81K	5	3.32%	Reduced
3040	PEA Park Edge Advisors Cleveland, Ohio	$7.27M	+$969K	5	1.53%	Increased
3041	OPW Osprey Private Wealth New York	$7.26M	+$452K	3	1.88%	Increased
3042	DRW Securities Chicago, Illinois	$7.26M	-$24M	11	0.18%	Reduced
3043	CCC Chesapeake Capital Corp Tampa, Florida	$7.25M	-$496K	11	3.81%	Reduced
3044	TAFW Tred Avon Family Wealth Easton, Maryland	$7.24M	-$38.3K	11	2.22%	Reduced
3045	TCM Tuttle Capital Management Riverside, Connecticut	$7.24M	-$725K	2	4.88%	Reduced
3046	AF Arrow Financial Glens Falls, New York	$7.24M	+$27.6K	6	0.65%	Increased
3047	EIP Ellis Investment Partners Berwyn, Pennsylvania	$7.22M	+$686K	9	1.09%	Increased
3048	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$7.22M	-$1.47M	24	0.91%	Reduced
3049	OPA Old Port Advisors Portland, Maine	$7.2M	-$140	6	1.42%	Reduced
3050	CFO CVA Family Office Denver, Colorado	$7.2M	+$201K	51	0.65%	Increased