← 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
3226	FNC First National Corp Rockland, Massachusetts	$467K	-$125K	2	0.16%	Reduced
3227	EIA Eldridge Investment Advisors Manchester, New Hampshire	$466K	+$292K	2	0.23%	Increased
3228	NC NewSquare Capital Newtown Square, Pennsylvania	$464K	-$273K	8	0.08%	Reduced
3229	SWP Summit Wealth Partners Orlando, Florida	$462K	$0	2	0.15%	Maintained
3230	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$460K	+$466K	1	0.46%	New
3231	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$458K	+$175K	1	0.34%	Increased
3232	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$458K	-$10.2K	1	0.23%	Reduced
3233	EWA Evolution Wealth Advisors Aventura, Florida	$457K	+$283K	10	0.15%	Increased
3234	ML McAdam LLC Philadelphia, Pennsylvania	$457K	-$58.6K	2	0.1%	Reduced
3235	JF JSF Financial Los Angeles, California	$454K	+$19.2K	1	0.39%	Increased
3236	MFS McNamara Financial Services Marshfield, Massachusetts	$453K	$0	2	0.16%	Maintained
3237	Jasper Ridge Partners Menlo Park, California	$450K	$0	1	0.03%	Maintained
3238	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$450K	+$68K	12	0.3%	Increased
3239	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$449K	-$328K	11	0.25%	Reduced
3240	SCM Stonehearth Capital Management Danvers, Massachusetts	$447K	+$1.42K	1	0.3%	Increased
3241	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$447K	+$19.7K	28	0.37%	Increased
3242	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$445K	+$60.1K	1	0.03%	Increased
3243	BFA Beacon Financial Advisory Cleveland, Ohio	$443K	-$246K	2	0.48%	Reduced
3244	OR Olympiad Research Stamford, Connecticut	$443K	-$974K	2	0.31%	Reduced
3245	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$440K	$0	1	0.28%	Maintained
3246	OA Oak Associates Akron, Ohio	$440K	$0	1	0.03%	Maintained
3247	AW Avion Wealth The Woodlands, Texas	$432K	+$105K	7	0.15%	Increased
3248	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$432K	+$93.1K	7	0.23%	Increased
3249	EPP ETF Portfolio Partners Leawood, Kansas	$432K	$0	1	0.24%	Maintained
3250	AIA Angeles Investment Advisors Santa Monica, California	$431K	-$333K	2	0.06%	Reduced