← 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	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$267K	+$20K	3	0.11%	Increased
3027	EWF Epstein & White Financial San Diego, California	$261K	+$253K	1	0.15%	New
3028	SP SWS Partners Columbus, Ohio	$259K	+$260K	5	0.19%	New
3029	AIA Arcadia Investment Advisors Eagle, Idaho	$257K	+$91.6K	2	0.22%	New
3030	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$257K	-$5.28M	1	0.1%	Reduced
3031	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$257K	+$236K	1	0.2%	New
3032	XS XR Securities Chicago, Illinois	$257K	+$253K	1	0.44%	New
3033	CF Corrigan Financial Middletown, Rhode Island	$254K	-$37K	1	0.21%	Reduced
3034	WDL Well Done LLC Holland, Michigan	$252K	-$531K	1	0.08%	Reduced
3035	W.H. Reaves & Co Jersey City, New Jersey	$252K	$0	1	0.01%	Maintained
3036	FFG Ford Financial Group Fresno, California	$251K	+$253K	7	0.19%	New
3037	SHA Seneca House Advisors Richmond, Virginia	$251K	+$287K	1	0.21%	New
3038	Alesco Advisors Pittsford, New York	$250K	-$375K	1	0.01%	Reduced
3039	EWM Elite Wealth Management Kirkland, Washington	$249K	+$228K	1	0.21%	New
3040	CC Cornerstone Capital Palo Alto, California	$247K	-$13.3M	1	0.04%	Reduced
3041	PP PDS Planning Dublin, Ohio	$245K	+$274K	2	0.25%	New
3042	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$244K	$0	1	0.15%	Maintained
3043	CMP Courage Miller Partners Norfolk, Virginia	$240K	$0	1	0.15%	Maintained
3044	FPC Falcon Point Capital San Francisco, California	$239K	-$10.3M	1	0.04%	Reduced
3045	PWA Peterson Wealth Advisors Orem, Utah	$237K	+$217K	1	0.21%	New
3046	AG Appleton Group Appleton, Wisconsin	$236K	$0	1	0.23%	Maintained
3047	Capital Wealth Planning Naples, Florida	$236K	-$2.55M	1	0.33%	Reduced
3048	UIA UBP Investment Advisors Geneva, Switzerland	$236K	+$217K	1	0.28%	New
3049	PS Portfolio Solutions Royal Oak, Michigan	$235K	+$4.12K	3	0.03%	Increased
3050	RMSCM R.M. Sincerbeaux Capital Management New York	$234K	-$1.99M	1	0.21%	Reduced