← 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
4051	CC Constitution Capital Shelton, Connecticut	$234K	-$37.1K	1	0.16%	Reduced
4052	FEM Fulcrum Equity Management Plano, Texas	$233K	+$19.8K	1	0.2%	Increased
4053	RCI RS Crum Inc Newport Beach, California	$233K	$0	1	0.12%	Maintained
4054	Laird Norton Wetherby Trust Company Seattle, Washington	$231K	-$1.01M	1	0.05%	Reduced
4055	MIM Meridiem Investment Management London, United Kingdom	$231K	+$28K	3	0.01%	Increased
4056	RBC Roble Belko & Company Sewickley, Pennsylvania	$231K	+$161K	7	0.06%	Increased
4057	VWA VERITY Wealth Advisors Sausalito, United States	$231K	$0	1	0.24%	Maintained
4058	EFS Econ Financial Services Harrisburg, Pennsylvania	$230K	+$255K	1	0.19%	New
4059	OWM Opes Wealth Management Menlo Park, California	$230K	$0	1	0.09%	Maintained
4060	TCWM Total Clarity Wealth Management St. Charles, Illinois	$230K	-$1.25M	1	0.14%	Reduced
4061	CM Capital Management Glen Allen, Virginia	$229K	$0	1	0.06%	Maintained
4062	CGFA Colton Groome Financial Advisors Asheville, North Carolina	$229K	-$13.2K	1	0.12%	Reduced
4063	AWM AAF Wealth Management Westborough, Massachusetts	$229K	+$57.7K	1	0.18%	Increased
4064	RSS Rosenblum Silverman Sutton San Francisco, California	$228K	-$13.6K	1	0.08%	Reduced
4065	HCA Heck Capital Advisors Rhinelander, Wisconsin	$228K	-$387K	2	0.05%	Reduced
4066	LWA Lowe Wealth Advisors Columbia, Maryland	$227K	+$18.7K	5	0.13%	Increased
4067	AWM Aprio Wealth Management Atlanta, Georgia	$226K	-$22.6K	1	0.09%	Reduced
4068	EA Evolution Advisers Richmond, Virginia	$226K	+$174	7	0.2%	Increased
4069	PW Peninsula Wealth San Francisco, California	$226K	+$4.07K	1	0.08%	Increased
4070	SC Seldon Capital San Francisco, California	$226K	$0	5	0.16%	Maintained
4071	FOA Five Oceans Advisors Santa Monica, California	$225K	+$418	1	0.18%	Increased
4072	MWP Moller Wealth Partners	$225K	$0	1	0.08%	Maintained
4073	AFT Alpha Family Trust Los Angeles, California	$224K	+$44.7K	1	0.17%	Increased
4074	WAM Watershed Asset Management San Francisco, California	$224K	+$245K	1	0.29%	New
4075	SEP Southland Equity Partners Wildwood, Missouri	$223K	+$2.92K	1	0.11%	Increased