← 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	LA Lane & Associates Moorestown, New Jersey	$440K	-$69.3K	2	0.24%	Reduced
4477	Truepoint Inc Cincinnati, Ohio	$438K	+$2.54K	1	0.01%	Increased
4478	PP PrairieView Partners St. Paul, Minnesota	$437K	-$110K	8	0.05%	Reduced
4479	PF Parker Financial Silverdale, Washington	$437K	$0	1	0.22%	Maintained
4480	RP Riverwater Partners Milwaukee, Wisconsin	$436K	-$7.39K	1	0.22%	Reduced
4481	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$433K	$0	1	0.13%	Maintained
4482	RW RVW Wealth Los Angeles, California	$430K	+$434K	2	0.04%	New
4483	PPG Peak Planning Group Centennial, Colorado	$430K	-$10.3K	1	0.19%	Reduced
4484	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$430K	+$11K	6	0.13%	Increased
4485	W WealthCollab Bellevue, Washington	$428K	-$1.3K	11	0.28%	Reduced
4486	PS Portfolio Strategies Monsey, New York	$428K	+$3.22K	1	0.06%	Increased
4487	CCM Chaney Capital Management Lynnwood, Washington	$428K	+$17.1K	1	0.24%	Increased
4488	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$427K	+$66.8K	2	0.09%	Increased
4489	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$425K	$0	1	0.29%	Maintained
4490	IDBONY Israel Discount Bank of New York New York	$425K	+$196K	2	0.63%	Increased
4491	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$423K	+$2.14K	10	0.1%	Increased
4492	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$423K	+$398K	1	0.13%	New
4493	A AJOVista Boston, Massachusetts	$422K	+$418K	3	1.8%	Increased
4494	JJBC James J. Burns & Company Melville, New York	$421K	+$398K	2	0.08%	New
4495	CMP Coston McIsaac & Partners Bar Harbor, Maine	$418K	+$9.65K	11	0.12%	Increased
4496	3F 360 Financial Wayzata, Minnesota	$416K	+$5.82K	1	0.15%	Increased
4497	HWM HighMark Wealth Management St. Paul, Minnesota	$416K	-$2.81K	10	0.23%	Reduced
4498	AF Aldebaran Financial	$415K	+$4.9K	1	0.49%	Increased
4499	LGW Leslie Global Wealth Itasca, Illinois	$414K	+$29.9K	1	0.2%	Increased
4500	SFG Sather Financial Group Victoria, Texas	$413K	$0	1	0.03%	Maintained