← 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	IFA Interactive Financial Advisors New Lenox, Illinois	$16K	+$16.7K	1	0.01%	New
4027	LWP Laurel Wealth Planning Edina, Minnesota	$15K	+$8.04K	2	0.01%	Increased
4028	NOI Newton One Investments Newark, Delaware	$13K	-$129	1	0.01%	Reduced
4029	ARIS Advanced Research Investment Solutions Los Angeles, California	$11.1K	$0	2	0.01%	Maintained
4030	CWM Consultiva Wealth Management San Juan, Puerto Rico	$6K	+$6.33K	1	0.14%	New
4031	BCM Birch Capital Management Dallas, Texas	$5K	$0	1	0%	Maintained
4032	CWM Cedar Wealth Management Walnut Creek, California	$5K	-$13.1K	2	0%	Reduced
4033	First Command Advisory Services Fort Worth, Texas	$4K	+$11.3K	6	0%	Increased
4034	RCC Red Cedar Capital Omaha, Nebraska	$4K	-$129	3	0%	Reduced
4035	TFA Transamerica Financial Advisors St. Petersburg, Florida	$3K	-$1.36K	3	0.08%	Reduced
4036	RCM Regency Capital Management Honolulu, Hawaii	$2K	-$510K	1	0%	Reduced
4037	DRS Deane Retirement Strategies New Orleans, Louisiana	$1K	-$129	1	0%	Reduced
4038	FA Financial Avengers Oakland, California	$1K	-$80K	2	0%	Reduced
4039	2 2Xideas Kusnacht, Switzerland	$0	-$9.95M	0	–	Closed
4040	6CM 683 Capital Management New York	$0	-$10M	0	–	Closed
4041	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$185K	0	–	Closed
4042	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$212K	0	–	Closed
4043	AGP Akaris Global Partners New York	$0	-$6.41M	0	–	Closed
4044	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.81M	0	–	Closed
4045	AIS American Investment Services Great Barrington, Massachusetts	$0	-$161K	0	–	Closed
4046	ACM Anomaly Capital Management New York	$0	-$26.2M	0	–	Closed
4047	AIA Arbor Investment Advisors Winston Salem, North Carolina	$0	-$1.06M	0	–	Closed
4048	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$0	-$296K	0	–	Closed
4049	AFA Arlington Financial Advisors Santa Barbara, California	$0	-$283K	0	–	Closed
4050	AC Athos Capital Hong Kong	$0	-$602K	0	–	Closed