← 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
3826	MPW MA Private Wealth San Carlos, California	$302K	$0	1	0.06%	Maintained
3827	DWMG DB Wealth Management Group San Diego, California	$300K	+$208K	9	0.19%	Increased
3828	SAM Seelaus Asset Management Chatham, New Jersey	$300K	-$1.97M	1	0.18%	Reduced
3829	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$299K	+$6.93K	5	0.03%	Increased
3830	IF Insight Folios Charlotte, North Carolina	$298K	+$37.6K	1	0.16%	Increased
3831	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$297K	-$404K	1	0.14%	Reduced
3832	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$296K	$0	1	0.09%	Maintained
3833	OWA One Wealth Advisors San Francisco, California	$296K	+$6.59K	1	0.09%	Increased
3834	TWM TMD Wealth Management Scottsdale, Arizona	$294K	$0	1	0.12%	Maintained
3835	ASI Advisory Services & Investments Bend, Oregon	$293K	+$297K	1	0.19%	New
3836	CFG CKW Financial Group Honolulu, Hawaii	$292K	-$3.49K	4	0.05%	Reduced
3837	BBW Blue Barn Wealth Orem, Utah	$291K	+$289K	1	0.26%	New
3838	WFA West Financial Advisors Des Moines, Iowa	$290K	+$44.6K	3	0.08%	Increased
3839	G GenTrust Miami, Florida	$288K	-$142K	1	0.02%	Reduced
3840	WFA Wade Financial Advisory Campbell, California	$288K	-$386	1	0.16%	Reduced
3841	MAM McCarthy Asset Management Redwood Shores, California	$287K	-$127K	10	0.22%	Reduced
3842	HR Hardy Reed Tupelo, Mississippi	$285K	-$6.24K	1	0.05%	Reduced
3843	WP Wedgewood Partners St Louis, Missouri	$285K	$0	1	0.04%	Maintained
3844	ACM Armbruster Capital Management Pittsford, New York	$283K	-$207K	1	0.08%	Reduced
3845	BCAM Boston Common Asset Management Boston, Massachusetts	$283K	+$3.98K	1	0.01%	Increased
3846	NCM Next Capital Management New York	$280K	$0	1	0.2%	Maintained
3847	SMC S. Muoio & Co New York	$280K	-$417K	1	0.22%	Reduced
3848	GII Gryphon International Investment Toronto, Ontario, Canada	$279K	+$297K	1	0.95%	New
3849	FP Fiduciary Planning Englewood, Florida	$278K	$0	1	0.15%	Maintained
3850	TIA Traphagen Investment Advisors Oradell, New Jersey	$277K	+$33.6M	2	0.05%	Increased