← 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
3176	MCP Mirador Capital Partners Pleasanton, California	$6.6M	-$623K	8	0.81%	Reduced
3177	IIL Insight Inv LLC El Segundo, California	$6.59M	-$10.1K	2	3.11%	Reduced
3178	BRM Boston Research & Management Manchester, Massachusetts	$6.59M	-$38.1K	4	1.46%	Reduced
3179	MIM MTM Investment Management Spartanburg, South Carolina	$6.58M	+$162K	18	1.88%	Increased
3180	TA TrueWealth Advisors Birmingham, Alabama	$6.58M	-$1.09M	7	1.48%	Reduced
3181	CPW Cove Private Wealth Oyster Bay Cove, New York	$6.58M	+$102K	7	1.27%	Increased
3182	FH FWG Holdings Winter Park, Florida	$6.56M	+$1.09M	6	2.28%	Increased
3183	CP Cornerstone Planning Charlotte, North Carolina	$6.56M	-$4.48M	4	1.52%	Reduced
3184	RWP Revolve Wealth Partners Hackensack, New Jersey	$6.56M	+$1.58M	12	0.68%	Increased
3185	KFG Kingdom Financial Group Peoria, Arizona	$6.56M	+$1.12M	12	1.67%	Increased
3186	WAS Winch Advisory Services Appleton, Wisconsin	$6.56M	+$325K	16	1.36%	Increased
3187	HFM Hartford Funds Management Wayne, Pennsylvania	$6.55M	+$202K	4	0.52%	Increased
3188	MCA MSH Capital Advisors Scottsdale, Arizona	$6.55M	+$801K	8	1.14%	Increased
3189	KFA Kapstone Financial Advisors Lebanon, Ohio	$6.54M	+$594K	5	2.74%	Increased
3190	OF Outfitter Financial Brunswick, Maine	$6.53M	+$1.76M	7	4.58%	Increased
3191	MCM M1 Capital Management Bloomfield Hills, Michigan	$6.52M	+$2.35M	3	2.41%	Increased
3192	TFM TFC Financial Management Boston, Massachusetts	$6.52M	+$143K	35	0.72%	Increased
3193	IPW Impact Partnership Wealth Marietta, Georgia	$6.51M	+$544K	11	0.63%	Increased
3194	OAM Oxford Asset Management Oxford, United Kingdom	$6.5M	-$506K	11	3.2%	Reduced
3195	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$6.49M	-$2.2K	9	0.95%	Reduced
3196	RAM Redmond Asset Management Henrico, Virginia	$6.48M	-$106K	4	1.62%	Reduced
3197	IFPG Intrepid Financial Planning Group Carmel, Indiana	$6.48M	+$8.1K	5	2.2%	Increased
3198	BFS BridgePort Financial Solutions Fairfield, Iowa	$6.48M	+$439K	7	1.65%	Increased
3199	MAMG Milestone Asset Management Group Avon, Connecticut	$6.47M	-$383K	2	3.26%	Reduced
3200	DTC Davidson Trust Company Seattle, Washington	$6.46M	+$14.7K	7	2.52%	Increased