← 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
3101	ONST Old North State Trust Greensboro, North Carolina	$639K	-$383K	2	0.41%	Reduced
3102	STB S&T Bank Indiana, Pennsylvania	$639K	-$56.9K	1	0.15%	Reduced
3103	WBG Wharton Business Group Malvern, Pennsylvania	$639K	-$1.13K	1	0.06%	Reduced
3104	CCM Coe Capital Management Highland Park, Illinois	$638K	-$17.9K	1	0.95%	Reduced
3105	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$638K	-$142K	1	0.19%	Reduced
3106	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$638K	+$646K	1	0.29%	New
3107	TF Trek Financial Scottsdale, Arizona	$638K	+$546K	2	0.1%	Increased
3108	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$635K	-$111K	2	0.15%	Reduced
3109	HFS HBC Financial Services Seattle, Washington	$634K	-$12.2K	2	0.57%	Reduced
3110	NA Nottingham Advisors Amherst, New York	$632K	-$255K	2	0.04%	Reduced
3111	PAA Peregrine Asset Advisers Portland, Oregon	$632K	-$360K	1	0.36%	Reduced
3112	SW SkyOak Wealth Southfield, Michigan	$631K	-$342K	2	0.23%	Reduced
3113	IA IFG Advisors St. Louis, Missouri	$630K	+$6.27K	2	0.5%	Increased
3114	BFG Bouchey Financial Group Troy, New York	$629K	+$245K	3	0.13%	Increased
3115	JDR Jay D. Rosenbaum	$629K	-$857K	1	1.23%	Reduced
3116	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$628K	+$863K	1	0.46%	Increased
3117	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$627K	+$350K	6	0.34%	Increased
3118	GEM Global Endowment Management Charlotte, North Carolina	$625K	$0	2	0.05%	Maintained
3119	LP LGL Partners Philadelphia, Pennsylvania	$625K	+$618K	2	0.39%	New
3120	PWP Personal Wealth Partners Bloomington, Minnesota	$625K	$0	1	0.34%	Maintained
3121	SB Sunflower Bank Dallas, Texas	$625K	+$627K	3	0.25%	New
3122	HS Horan Securities Cincinnati, United States	$624K	+$2.44K	9	0.68%	Increased
3123	SDAM Shulman DeMeo Asset Management Lake Success, New York	$624K	-$50.5K	3	0.24%	Reduced
3124	LIC Laurus Investment Counsel Toronto, Canada	$623K	$0	1	0.33%	Maintained
3125	ESBC E.S. Barr & Co Lexington, Kentucky	$622K	-$201K	2	0.06%	Reduced