← 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
3901	CA Corrado Advisors Ramsey, New Jersey	$274K	+$55K	1	0.17%	Increased
3902	FWSM First Wilshire Securities Management Pasadena, California	$273K	-$352K	1	0.1%	Reduced
3903	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$273K	-$263K	1	0.14%	Reduced
3904	SFS Summit Financial Strategies Columbus, Ohio	$271K	-$392K	1	0.05%	Reduced
3905	NCMW Northern Capital Management (Washington) Spokane, Washington	$270K	+$23.9K	1	0.23%	Increased
3906	PIA Powell Investment Advisors Miami, Florida	$270K	$0	1	0.17%	Maintained
3907	NRI NFP Retirement Inc Aliso Viejo, California	$269K	$0	1	0.1%	Maintained
3908	PS Portfolio Strategies Monsey, New York	$269K	$0	1	0.05%	Maintained
3909	CCM Conway Capital Management Burbank, California	$269K	-$281K	1	0.18%	Reduced
3910	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$267K	+$76.3K	9	0.17%	Increased
3911	ACM Altium Capital Management New York	$266K	+$308K	1	0.06%	New
3912	SG Somerset Group Wayzata, Minnesota	$265K	$0	1	0.19%	Maintained
3913	AFS Annapolis Financial Services Annapolis, Maryland	$263K	-$2.08K	7	0.09%	Reduced
3914	IHWM Iron Horse Wealth Management Johston, Iowa	$261K	-$1.03K	5	0.17%	Reduced
3915	LWA Lowe Wealth Advisors Columbia, Maryland	$260K	$0	5	0.12%	Maintained
3916	RC Rovin Capital Mesa, Arizona	$260K	+$252	1	0.19%	Increased
3917	AA Aufman Associates Sewickley, Pennsylvania	$259K	$0	1	0.2%	Maintained
3918	GSC Ground Swell Capital Folly Beach, South Carolina	$257K	+$258K	2	1.22%	New
3919	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$253K	+$32.4K	4	0.12%	Increased
3920	WFA West Financial Advisors Des Moines, Iowa	$253K	$0	2	0.08%	Maintained
3921	SL Savior LLC Wellesley Hills, Massachusetts	$252K	-$72.2K	17	0.21%	Reduced
3922	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$252K	$0	1	0.08%	Maintained
3923	RQS Ramsey Quantitative Systems Louisville, Kentucky	$251K	+$247K	1	1.38%	New
3924	IF Insight Folios Charlotte, North Carolina	$250K	+$250K	1	0.15%	New
3925	Oberweis Asset Management Lisle, Illinois	$250K	+$5.8K	1	0.05%	Increased