← 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	LCM Lucas Capital Management Red Bank, New Jersey	$395K	-$59.1K	1	0.47%	Reduced
3177	AWA Alaska Wealth Advisors Anchorage, Alaska	$393K	$0	1	0.04%	Maintained
3178	SWM Selective Wealth Management Forest, Virginia	$393K	+$3.99K	1	0.64%	Increased
3179	SCP Syntal Capital Partners Midland, Texas	$393K	+$362K	1	0.08%	New
3180	QOP Quinn Opportunity Partners Charlottesville, Virginia	$391K	-$150K	1	0.05%	Reduced
3181	BFG Barber Financial Group Lenexa, Kansas	$388K	-$483K	2	0.09%	Reduced
3182	CWM Capital Wealth Management W. Warwick, Rhode Island	$386K	+$51.6K	2	0.38%	Increased
3183	NCM Next Capital Management New York	$385K	+$225K	22	0.26%	Increased
3184	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$382K	+$18.2K	1	0.32%	Increased
3185	CF Corrigan Financial Middletown, Rhode Island	$381K	-$354K	2	0.28%	Reduced
3186	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$379K	$0	2	0.29%	Maintained
3187	Old Mission Capital Chicago, Illinois	$379K	+$379K	1	0.05%	New
3188	TIM Total Investment Management Scottsdale, Arizona	$378K	+$365	1	0.09%	Increased
3189	PWS Paragon Wealth Strategies Jacksonville, Florida	$375K	+$383K	1	0.2%	New
3190	FSA Financial Sense Advisors San Diego, California	$374K	+$35.4K	1	0.16%	Increased
3191	SVCP Silicon Valley Capital Partners San Jose, California	$373K	+$126K	1	0.15%	Increased
3192	BC Brio Consultants San Francisco, California	$372K	-$70K	1	0.15%	Reduced
3193	TMC Trellus Management Company Delray Beach, Florida	$370K	+$294K	1	0.5%	New
3194	TIA Traphagen Investment Advisors Oradell, New Jersey	$370K	+$24.5K	2	0.1%	Increased
3195	AIS American Investment Services Great Barrington, Massachusetts	$369K	-$362K	2	0.12%	Reduced
3196	CFA Camarda Financial Advisors Fleming Island, Florida	$369K	+$4.12K	10	0.72%	Increased
3197	AMG Asset Management Group Stamford, Connecticut	$367K	-$9.55K	1	0.13%	Reduced
3198	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$367K	+$1.09K	1	0.25%	Increased
3199	LI LVZ Inc Holland, Michigan	$366K	$0	1	0.08%	Maintained
3200	BHTS Bar Harbor Trust Services Ellsworth, Maine	$365K	-$208K	1	0.23%	Reduced