← 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
4451	Barings Charlotte, North Carolina	$2.2M	+$327K	3	0.04%	Increased
4452	PA Paragon Advisors College Station, Texas	$2.2M	-$550K	1	0.46%	Reduced
4453	Balentine LLC Atlanta, Georgia	$2.2M	+$512K	8	0.08%	Increased
4454	BGAI Bruce G. Allen Investments Denver, Colorado	$2.2M	-$379K	25	1.4%	Reduced
4455	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$2.2M	+$300K	1	1.86%	Increased
4456	LAM LECAP Asset Management London, United Kingdom	$2.19M	-$2.15M	5	0.94%	Reduced
4457	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$2.19M	+$32.4K	6	0.2%	Increased
4458	OFO OneAscent Family Office Birmingham, Alabama	$2.19M	+$848K	7	1.1%	Increased
4459	RGF Retirement Guys Formula Maumee, Ohio	$2.19M	+$197K	1	0.82%	Increased
4460	OFA Orographic Financial Advisors Avon, Colorado	$2.19M	-$6.05K	1	1.45%	Reduced
4461	HS Hazelview Securities Toronto, Ontario, Canada	$2.18M	+$1.89M	1	0.3%	New
4462	DWM Darwin Wealth Management Tampa, Florida	$2.18M	+$33.9K	17	0.6%	Increased
4463	CWM Clearview Wealth Management Irvine, California	$2.18M	$0	2	1.4%	Maintained
4464	GWM Gilpin Wealth Management Denver, Colorado	$2.18M	+$301K	19	1.51%	Increased
4465	FWA FORM Wealth Advisors Lake Geneva, Wisconsin	$2.18M	-$345K	1	0.24%	Reduced
4466	AGAM AK Global Asset Management Oakland, California	$2.18M	-$245K	2	1.84%	Reduced
4467	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$2.18M	+$988K	5	0.57%	Increased
4468	CFFP Center for Financial Planning Southfied, Michigan	$2.18M	+$225K	16	0.2%	Increased
4469	ACA American Capital Advisory Ketchum, Idaho	$2.17M	+$158K	39	0.79%	Increased
4470	MIM Marshall Investment Management Littleton, Colorado	$2.17M	+$35K	15	0.9%	Increased
4471	PIA Panoramic Investment Advisors Denver, Colorado	$2.17M	+$486K	4	1.04%	Increased
4472	NA Nautilus Advisors La Jolla, California	$2.17M	+$1.28M	6	1.28%	Increased
4473	EWM Evergreen Wealth Management Williamston, Michigan	$2.17M	+$29.2K	1	1.02%	Increased
4474	VPF Vantage Point Financial Lisle, Illinois	$2.17M	-$208K	3	0.66%	Reduced
4475	QFP Quantum Financial Partners Overland Park, Kansas	$2.17M	+$2.17M	6	1.11%	New