← 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
4126	SI SimpliFi Inc San Diego, California	$342K	$0	1	0.15%	Maintained
4127	Bellwether Advisors Lincoln, Nebraska	$341K	-$37.1K	12	0.11%	Reduced
4128	NWM NEIRG Wealth Management North Andover, Massachusetts	$340K	+$354K	1	0.07%	New
4129	PD Planning Directions Glen Mills, Pennsylvania	$340K	-$82.6K	1	0.23%	Reduced
4130	QWM QP Wealth Management Eatontown, New Jersey	$339K	-$6.47K	1	0.36%	Reduced
4131	AFS Annapolis Financial Services Annapolis, Maryland	$338K	-$42.6K	10	0.11%	Reduced
4132	Opus Capital Group Cincinnati, Ohio	$338K	-$298K	1	0.07%	Reduced
4133	BWM Benchmark Wealth Management Old Lyme, Connecticut	$335K	$0	1	0.22%	Maintained
4134	BAM Boyar Asset Management New York	$335K	$0	1	0.2%	Maintained
4135	CW Cook Wealth Raleigh, North Carolina	$335K	+$343K	1	0.34%	New
4136	WW Westshore Wealth Newport Beach, California	$335K	+$58K	1	0.23%	Increased
4137	Bell Investment Advisors Oakland, California	$334K	-$14.4K	41	0.09%	Reduced
4138	KFS Kaizen Financial Strategies Campbell, California	$334K	-$10.5K	1	0.25%	Reduced
4139	OWM OneAscent Wealth Management Birmingham, Alabama	$334K	+$369K	1	0.83%	New
4140	Pacific Capital Wealth Advisors Corona, California	$334K	$0	1	0.1%	Maintained
4141	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$333K	+$337K	1	0.35%	New
4142	LC Lincoln Capital Lincoln, Nebraska	$333K	$0	1	0.08%	Maintained
4143	Planning Alternatives Birmingham, Michigan	$333K	$0	1	0.05%	Maintained
4144	PWS Private Wealth Strategies New Albany, Ohio	$330K	-$33.7K	1	0.08%	Reduced
4145	MW Milestone Wealth Buffalo, New York	$329K	+$344K	3	0.26%	New
4146	HIM HGC Investment Management Toronto, Ontario, Canada	$328K	-$1.24M	1	0.02%	Reduced
4147	Rather & Kittrell Knoxville, Tennessee	$328K	+$343K	9	0.29%	New
4148	IF Insight Folios Charlotte, North Carolina	$327K	+$9.7K	1	0.15%	Increased
4149	MAM McCarthy Asset Management Redwood Shores, California	$327K	+$43.2K	10	0.23%	Increased
4150	GPA Guidance Point Advisors Wellesley, Massachusetts	$326K	-$71.2K	1	0.12%	Reduced