← 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	MIM Meridiem Investment Management London, United Kingdom	$193K	$0	1	0.01%	Maintained
4452	DWMG DB Wealth Management Group San Diego, California	$192K	$0	9	0.12%	Maintained
4453	GS Gagnon Securities New York	$191K	+$17.6K	1	0.04%	Increased
4454	IWA Inspirion Wealth Advisors Libertyville, Illinois	$188K	-$29K	1	0.04%	Reduced
4455	KLC Kent Lake Capital Reno, Nevada	$187K	+$161K	1	0.09%	New
4456	MFA McClarren Financial Advisors State College, Pennsylvania	$182K	-$3.86K	7	0.15%	Reduced
4457	PWP Pursue Wealth Partners Clayton, California	$181K	$0	1	0.11%	Maintained
4458	RF Robinswood Financial Kirkland, Washington	$178K	+$176K	7	0.08%	New
4459	CAIMH Central Asset Investments & Management Holdings Hong Kong	$176K	-$539K	1	0.14%	Reduced
4460	MCA Maryland Capital Advisors Chester, Maryland	$170K	-$15.5K	5	0.14%	Reduced
4461	AJ Ashburton (Jersey) St Helier, Jersey	$169K	$0	1	0.08%	Maintained
4462	APW Atlantic Private Wealth Chapel Hill, North Carolina	$168K	+$803	3	0.17%	Increased
4463	ASFA All Season Financial Advisors Denver, Colorado	$168K	+$125K	1	0.15%	New
4464	IHWM Iron Horse Wealth Management Johston, Iowa	$168K	-$3.73K	6	0.08%	Reduced
4465	VF VitalStone Financial Shavano Park, Texas	$165K	-$73.4K	9	0.09%	Reduced
4466	ACM Atalaya Capital Management New York	$165K	$0	1	0.08%	Maintained
4467	JMF Johnson Midwest Financial Glidden, Iowa	$163K	+$348	5	0.14%	Increased
4468	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$162K	-$9.82K	5	0.07%	Reduced
4469	FSA Financial Sense Advisors San Diego, California	$161K	+$119K	1	0.07%	New
4470	CUAMC China Universal Asset Management Company Shanghai, China	$156K	+$108K	1	0.05%	Increased
4471	RG Retirement Group San Diego, California	$156K	+$55.1K	8	0.06%	Increased
4472	TWP TFO Wealth Partners Maumee, Ohio	$155K	+$78K	29	0.03%	Increased
4473	UW Unique Wealth Clearwater, Florida	$153K	$0	1	0.07%	Maintained
4474	RWM Raffa Wealth Management Washington, District of Columbia	$146K	-$132K	27	0.05%	Reduced
4475	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$136K	-$8.36K	4	0.04%	Reduced