← 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
4251	LPP Life Planning Partners Jacksonville, Florida	$29.4K	$0	1	0.03%	Maintained
4252	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$28K	$0	1	0.02%	Maintained
4253	KCM Kempner Capital Management Galveston, Texas	$25K	$0	1	0.02%	Maintained
4254	AIA Arcadia Investment Advisors Eagle, Idaho	$21.3K	-$6.72K	2	0.02%	Reduced
4255	CWM Cedar Wealth Management Walnut Creek, California	$21K	-$26.4K	4	0.01%	Reduced
4256	KFAA Klaas Financial Asset Advisors Loves Park, Illinois	$21K	+$19.4K	1	0.01%	Increased
4257	TWP TFO Wealth Partners Maumee, Ohio	$21K	-$33.9K	2	0.01%	Reduced
4258	VAM Vienna Asset Management Saratoga, California	$21K	+$22.7K	2	0.06%	New
4259	DP Denver PWM Denver, Colorado	$20K	$0	1	0.01%	Maintained
4260	IFA Interactive Financial Advisors New Lenox, Illinois	$20K	$0	3	0.01%	Maintained
4261	RCG Resource Consulting Group Orlando, Florida	$18K	+$22.2K	1	0.01%	New
4262	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$17K	+$3.66K	1	0.02%	Increased
4263	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$15K	$0	1	0%	Maintained
4264	JWBC John W. Brooker & Co Oakland, California	$14K	$0	2	0.01%	Maintained
4265	PFT Providence First Trust Scottsdale, Arizona	$11K	+$11.3K	1	0.01%	New
4266	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$11K	$0	2	0%	Maintained
4267	BAM Baldrige Asset Management Allentown, Pennsylvania	$9K	$0	2	0%	Maintained
4268	DCM Davidson Capital Management Corpus Christi, Texas	$9K	-$568K	2	0%	Reduced
4269	NOI Newton One Investments Newark, Delaware	$8K	$0	1	0.01%	Maintained
4270	HWM Horizons Wealth Management Asheville, North Carolina	$7K	$0	2	0.01%	Maintained
4271	PLU Performa Ltd (US) Charleston, South Carolina	$7K	-$2.46K	1	0%	Reduced
4272	CWM Consultiva Wealth Management San Juan, Puerto Rico	$6K	$0	1	0.17%	Maintained
4273	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$6K	+$6.5K	1	0%	New
4274	BCM Birch Capital Management Dallas, Texas	$5.79K	$0	1	0%	Maintained
4275	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$5K	-$1.3M	1	0%	Reduced