← 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
4026	IPW IronBridge Private Wealth Austin, Texas	$127K	+$22.4K	5	0.07%	Increased
4027	CAM Costello Asset Management Feasterville, Pennsylvania	$126K	-$64.2K	4	0.08%	Reduced
4028	FEG Financial Enhancement Group Anderson, Indiana	$116K	-$11.5K	5	0.02%	Reduced
4029	IWP IAG Wealth Partners Waukesha, Wisconsin	$116K	-$23K	9	0.04%	Reduced
4030	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$115K	$0	2	0.16%	Maintained
4031	EPM Equitec Proprietary Markets Chicago, Illinois	$106K	+$106K	1	0.03%	New
4032	FA Fortis Advisors Wayne, Pennsylvania	$101K	+$53.2K	3	0.06%	Increased
4033	Eisler Capital (UK) London, United Kingdom	$98K	-$3.82M	1	0.01%	Reduced
4034	DWMG DB Wealth Management Group San Diego, California	$97K	-$2K	8	0.06%	Reduced
4035	AWM Activest Wealth Management Aventure, Florida	$92K	-$271K	5	0.07%	Reduced
4036	FPW Flagship Private Wealth Woburn, Massachusetts	$89K	$0	5	0.07%	Maintained
4037	NR Newfound Research Wellesley Hills, Massachusetts	$89K	-$36.6K	1	0.18%	Reduced
4038	GGI Godsey & Gibb Inc Richmond, Virginia	$82K	-$18.6M	2	0.05%	Reduced
4039	FA Financial Avengers Oakland, California	$81K	+$67	3	0.05%	Increased
4040	SCM Silverarc Capital Management Boston, Massachusetts	$78K	$0	1	0.03%	Maintained
4041	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$74K	+$619	1	0.03%	Increased
4042	JWBC John W. Brooker & Co Oakland, California	$68K	+$35.6K	3	0.04%	Increased
4043	SSC Syverson Strege & Co West Des Moines, Iowa	$63K	+$107	5	0.06%	Increased
4044	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$60K	+$61.1K	2	0.04%	New
4045	HS HighVista Strategies Boston, Massachusetts	$59K	-$56K	1	0.04%	Reduced
4046	HF Halpern Financial Ashburn, Virginia	$57.2K	-$31.4K	5	0.03%	Reduced
4047	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$52K	$0	1	0.01%	Maintained
4048	DMK David M. Knott	$47K	$0	1	0.02%	Maintained
4049	EW Emerson Wealth Bloomfield Hills, Michigan	$47K	+$6.61K	2	0.03%	Increased
4050	YAL Your Advocates Ltd Houston, Texas	$46K	$0	3	0.03%	Maintained