← 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	EWA ERTS Wealth Advisors Marquette, Michigan	$387K	-$10.9K	1	0.11%	Reduced
3852	HWP Highline Wealth Partners Sherman Oaks, California	$386K	+$486K	10	0.31%	New
3853	HC Hourglass Capital Houston, Texas	$386K	$0	1	0.15%	Maintained
3854	T TrueFG Cedar Park, Texas	$386K	$0	1	0.2%	Maintained
3855	CWA Clarity Wealth Advisors San Jose, California	$385K	$0	1	0.23%	Maintained
3856	SC Steph & Co Marinette, Wisconsin	$385K	+$4.58K	3	0.27%	Increased
3857	CFA Capstone Financial Advisors Downers Grove, Illinois	$384K	+$30.7K	2	0.04%	Increased
3858	MI MMCAP International Grand Cayman, Cayman Islands	$382K	-$2.48M	2	0.03%	Reduced
3859	MAG Members Advisory Group Williamsville, New York	$381K	$0	1	0.28%	Maintained
3860	SCM Seascape Capital Management Portsmouth, New Hampshire	$381K	+$1.43K	1	0.26%	Increased
3861	KIG Kessler Investment Group Columbus, Indiana	$380K	+$13.7K	5	0.31%	Increased
3862	LGA Lebenthal Global Advisors Hauppauge, New York	$379K	-$434K	1	0.17%	Reduced
3863	LWMG Levy Wealth Management Group Philadelphia, Pennsylvania	$379K	+$48.9K	1	0.16%	Increased
3864	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$375K	+$18.6K	8	0.35%	Increased
3865	CFG CKW Financial Group Honolulu, Hawaii	$372K	+$22.7K	3	0.07%	Increased
3866	TC Tacita Capital Toronto, Ontario, Canada	$372K	+$22.7K	6	0.29%	Increased
3867	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$371K	$0	1	0.13%	Maintained
3868	EAM Eukles Asset Management Cincinnati, Ohio	$368K	-$1.22K	8	0.24%	Reduced
3869	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$368K	+$394K	1	0.48%	New
3870	OCG Opus Capital Group Cincinnati, Ohio	$367K	$0	1	0.08%	Maintained
3871	SFG Synergy Financial Group San Ramon, California	$367K	+$54.9K	1	0.55%	Increased
3872	3F 360 Financial Wayzata, Minnesota	$362K	$0	1	0.24%	Maintained
3873	LIA LBMC Investment Advisors Brentwood, Tennessee	$359K	-$274K	1	0.04%	Reduced
3874	PWS Private Wealth Strategies New Albany, Ohio	$359K	-$7.1K	1	0.1%	Reduced
3875	WWP WR Wealth Planners Columbia, Missouri	$358K	+$20.2K	9	0.25%	Increased