← 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
3601	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$118K	$0	1	0.11%	Maintained
3602	VEA Virtus ETF Advisers New York	$118K	-$42.7K	6	0.02%	Reduced
3603	CC Cornerstone Capital Palo Alto, California	$114K	$0	1	0.02%	Maintained
3604	DI Dalton Investments Las Vegas, Nevada	$102K	$0	1	0.06%	Maintained
3605	OAJ Ogorek Anthony Joseph Williamsville, New York	$99K	+$4.8K	7	0.05%	Increased
3606	SA SRH Advisors Salina, Kansas	$99K	$0	6	0.32%	Maintained
3607	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$88K	+$86.3K	10	1.32%	New
3608	HWM HighMark Wealth Management St. Paul, Minnesota	$75K	+$76.7K	8	0.08%	New
3609	HF Halpern Financial Ashburn, Virginia	$63.3K	+$64K	4	0.05%	New
3610	AWW Alan W. Weber	$59K	$0	1	0.02%	Maintained
3611	AWM Avondale Wealth Management West Lake Hills, Texas	$59K	-$19.1K	3	0.09%	Reduced
3612	Peconic Partners New York	$55K	+$49.6K	1	0.01%	New
3613	AIA Arcadia Investment Advisors Eagle, Idaho	$52.2K	-$41.8K	2	0.03%	Reduced
3614	DMK David M. Knott	$52K	$0	1	0.02%	Maintained
3615	CTC (Chicago Trading Company) Chicago, Illinois	$51.7K	+$56.3K	1	0.06%	New
3616	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$50K	-$2.43K	2	0.01%	Reduced
3617	MI Moneywise Inc Forest, Virginia	$48K	+$44.3K	1	0.04%	New
3618	KCM Kempner Capital Management Galveston, Texas	$46K	$0	1	0.03%	Maintained
3619	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$42K	$0	1	0%	Maintained
3620	SL Salomon & Ludwin Richmond, Virginia	$40K	+$8.03K	4	0.01%	Increased
3621	IFA Interactive Financial Advisors New Lenox, Illinois	$33K	$0	1	0.01%	Maintained
3622	Harding Loevner Bridgewater, New Jersey	$32K	$0	1	0%	Maintained
3623	SM SG3 Management Dorado, Puerto Rico	$30K	-$751K	1	0%	Reduced
3624	AAP Ardsley Advisory Partners Stamford, Connecticut	$28K	+$10.4K	1	0%	Increased
3625	CI Cordant Inc Portland, Oregon	$23K	+$24.5K	2	0.02%	New