← 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
4501	ALC Alexander Labrunerie & Co Columbia, Missouri	$2.12M	+$45.6K	4	0.74%	Increased
4502	MWP Meriwether Wealth & Planning Minden, Louisiana	$2.12M	+$32.4K	3	1.05%	Increased
4503	LFWA LiftPoint Family Wealth Advisors Far Hills, New Jersey	$2.11M	+$386K	1	1.43%	Increased
4504	OCWP Owl Creek Wealth Partners Denver, Colorado	$2.1M	+$265K	38	0.62%	Increased
4505	LF Lee Financial Dallas, Texas	$2.1M	-$335K	3	0.27%	Reduced
4506	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$2.1M	+$4M	5	0.51%	Increased
4507	GB Goepper Burkhardt Greenville, South Carolina	$2.1M	-$203K	4	0.63%	Reduced
4508	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$2.1M	+$147K	5	0.71%	Increased
4509	WA Wilmar Advisors Juno Beach, Florida	$2.1M	+$402K	2	1.52%	Increased
4510	EPM Elm Partners Management Philadelphia, Pennsylvania	$2.1M	+$367	2	0.06%	Increased
4511	Check Capital Management Costa Mesa, California	$2.09M	$0	3	0.03%	Maintained
4512	IAG Investment Advisory Group Hanover, Massachusetts	$2.09M	+$112K	5	0.45%	Increased
4513	MBT Montecito Bank & Trust Santa Barbara, California	$2.09M	-$885K	3	0.31%	Reduced
4514	EFG Elm3 Financial Group Alpharetta, Georgia	$2.09M	+$259K	5	1.43%	Increased
4515	WH Wolfswood Holdings New York	$2.09M	+$2.6M	1	47.9%	New
4516	AAA Andrews Advisory Associates Honolulu, Hawaii	$2.09M	-$55.7K	3	1%	Reduced
4517	HCM Highview Capital Management Buffalo Grove, Illinois	$2.08M	-$3.34M	4	0.6%	Reduced
4518	CWM Cahaba Wealth Management Atlanta, Georgia	$2.08M	+$13.9K	4	0.13%	Increased
4519	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$2.08M	+$820K	4	0.15%	Increased
4520	NWA New World Advisors Hingham, Massachusetts	$2.08M	+$700K	7	0.35%	Increased
4521	AWA Arbor Wealth Advisors Troy, Michigan	$2.07M	+$541K	3	1.27%	Increased
4522	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$2.07M	-$303K	5	0.74%	Reduced
4523	SFG Strive Financial Group Carmel, Indiana	$2.07M	+$1.15M	26	0.9%	Increased
4524	WAM WealthTrust Asset Management Destin, Florida	$2.07M	+$562K	3	1.12%	Increased
4525	BLC Blue Line Capital Chicago, Illinois	$2.07M	-$820K	1	1.73%	Reduced