← 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
4476	ECM Elgethun Capital Management Sioux Falls, South Dakota	$2.16M	+$814K	4	0.3%	Increased
4477	KAM KEB Asset Management Springfield, Illinois	$2.16M	+$435K	8	0.35%	Increased
4478	LF LifeSteps Financial Claremont, California	$2.16M	+$972K	24	1.01%	Increased
4479	PA PSI Advisors Tampa, Florida	$2.16M	+$1.22M	4	0.5%	Increased
4480	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.15M	-$118K	35	0.1%	Reduced
4481	TCM Thoma Capital Management Towson, Maryland	$2.15M	-$658K	3	1.15%	Reduced
4482	FP Financial Perspectives Minneapolis, Minnesota	$2.15M	+$17.3K	15	0.52%	Increased
4483	AP Advisors Preferred Rockville, Maryland	$2.15M	-$11.1K	2	0.33%	Reduced
4484	SFPG Stonebridge Financial Planning Group Orlando, Florida	$2.14M	-$34.9K	2	0.68%	Reduced
4485	CNWM Clay Northam Wealth Management Huntington Beach, California	$2.14M	+$21.4K	5	1.05%	Increased
4486	I InvesTrust Oklahoma City, Oklahoma	$2.14M	+$14.7K	2	0.82%	Increased
4487	LIM Lagoda Investment Management New York	$2.14M	+$45.6K	1	1.18%	Increased
4488	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$2.14M	+$16.3K	2	1.17%	Increased
4489	PPG Peak Planning Group Centennial, Colorado	$2.13M	+$64.1K	3	0.48%	Increased
4490	EV EJMK Ventures Itasca, Illinois	$2.13M	-$581K	6	0.97%	Reduced
4491	I2I Insight 2811 Inc Chicago, Illinois	$2.13M	+$22.5K	6	0.82%	Increased
4492	PFG Putney Financial Group San Rafael, California	$2.13M	-$1.55M	5	1.92%	Reduced
4493	ACA Affinity Capital Advisors Berkeley, California	$2.13M	-$14.6K	6	0.26%	Reduced
4494	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$2.13M	+$1.21K	4	0.44%	Increased
4495	CC Clearwave Capital Upland, California	$2.12M	+$486K	4	1.17%	Increased
4496	FFO Fortitude Family Office Scottsdale, Arizona	$2.12M	+$410K	61	0.41%	Increased
4497	FA FSA Advisors Troy, Michigan	$2.12M	+$1.67M	4	0.97%	Increased
4498	OS Objectivity Squared Charleston, South Carolina	$2.12M	-$5.56K	2	1.2%	Reduced
4499	PCG PFC Capital Group Los Angeles, California	$2.12M	+$108K	4	0.82%	Increased
4500	TRIA Trail Ridge Investment Advisors Fort Collins, Colorado	$2.12M	-$87.2K	2	0.9%	Reduced