← 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
3851	PP Pegasus Partners Mequon, Wisconsin	$209K	+$192K	1	0.05%	New
3852	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$207K	-$4.35K	4	0.25%	Reduced
3853	IHWM Iron Horse Wealth Management Johston, Iowa	$205K	+$174K	4	0.16%	New
3854	PFA Professional Financial Advisors North Platte, Nebraska	$205K	-$280K	6	0.16%	Reduced
3855	TFA Tranquilli Financial Advisor Clinton, New Jersey	$205K	+$201K	1	0.19%	New
3856	ARG Advisory Resource Group Tulsa, Oklahoma	$202K	-$1.55M	1	0.1%	Reduced
3857	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$202K	+$210K	1	0.17%	New
3858	RWRC R.W. Roge & Company Bohemia, New York	$202K	-$18.8K	1	0.15%	Reduced
3859	BA Bluesphere Advisors East Norriton, Pennsylvania	$201K	+$185K	1	0.22%	New
3860	NCM Nelson Capital Management Menlo Park, California	$201K	+$181K	1	0.04%	New
3861	CANC Culbertson A N & Co Charlottesville, Virginia	$200K	-$19.9K	1	0.05%	Reduced
3862	KCM Kathmere Capital Management Wayne, Pennsylvania	$200K	+$60.7K	9	0.04%	Increased
3863	VBFG Vishria Bird Financial Group Memphis, Tennessee	$200K	+$180K	1	0.11%	New
3864	HWM HighMark Wealth Management St. Paul, Minnesota	$199K	+$42.2K	9	0.17%	Increased
3865	BFG Baron Financial Group Fair Lawn, New Jersey	$199K	+$1.92K	5	0.16%	Increased
3866	MIM Macroview Investment Management Bethesda, Maryland	$198K	+$220	6	0.29%	Increased
3867	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$193K	+$169K	5	0.13%	New
3868	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$188K	$0	1	0.12%	Maintained
3869	LFA Landmark Financial Advisors Bowling Green, Kentucky	$188K	$0	1	0.11%	Maintained
3870	RCS Retirement Capital Strategies San Jose, California	$185K	$0	1	0.08%	Maintained
3871	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$182K	+$167K	3	0.12%	New
3872	NG NWK Group San Francisco, California	$182K	+$23.2K	4	0.08%	Increased
3873	GWA GGM Wealth Advisors Baltimore, Maryland	$181K	+$140K	1	0.18%	New
3874	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$181K	+$6.53K	6	0.09%	Increased
3875	AFS Annapolis Financial Services Annapolis, Maryland	$179K	+$158K	6	0.07%	New