← 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
4601	HIA HTG Investment Advisors New Canaan, Connecticut	$1.93M	+$136K	2	0.49%	Increased
4602	AA ArborFi Advisors Ann Arbor, Michigan	$1.93M	+$57.7K	1	1.4%	Increased
4603	CWM Consultiva Wealth Management San Juan, Puerto Rico	$1.92M	+$115K	16	4.34%	Increased
4604	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$1.92M	+$49.7K	26	0.39%	Increased
4605	KC Kintayl Capital New York	$1.92M	-$699K	2	0.76%	Reduced
4606	WIM Warwick Investment Management Bryan, Texas	$1.92M	+$258K	5	0.22%	Increased
4607	AIM Aurora Investment Managers Naples, Florida	$1.92M	+$1.77M	1	1.17%	New
4608	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$1.92M	+$318K	4	0.27%	Increased
4609	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.92M	$0	4	0.52%	Maintained
4610	MWA MN Wealth Advisors Overland Park, Kansas	$1.91M	+$713K	5	0.82%	Increased
4611	IMT Investment Management Trust Fitchburg, Massachusetts	$1.91M	-$312K	2	1.71%	Reduced
4612	ASG Advisory Solutions Group Plymouth, Minnesota	$1.91M	+$2M	5	0.65%	New
4613	SFG Seamount Financial Group Colorado Springs, Colorado	$1.91M	-$284K	6	0.77%	Reduced
4614	BWM Bluebird Wealth Management Medfield, Massachusetts	$1.91M	-$576K	2	1.65%	Reduced
4615	AIP Avail Investment Partners Lemont, Pennsylvania	$1.91M	+$725K	5	1.47%	Increased
4616	RTC Real Talk Capital Franklin, Tennessee	$1.9M	+$116K	4	1.42%	Increased
4617	WLG Williamson Legacy Group Carmel, Indiana	$1.9M	-$7.37M	1	0.94%	Reduced
4618	OFW Omnia Family Wealth Aventura, Florida	$1.9M	-$436K	4	0.51%	Reduced
4619	NFP Narus Financial Partners Salt Lake City, Utah	$1.9M	+$233K	5	0.49%	Increased
4620	IDA Intelligence Driven Advisers Carlsbad, California	$1.89M	-$621K	2	0.31%	Reduced
4621	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$1.89M	+$40.6K	4	0.38%	Increased
4622	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1.89M	+$255K	13	0.9%	Increased
4623	NRI NFP Retirement Inc Aliso Viejo, California	$1.89M	-$355K	5	0.1%	Reduced
4624	DAC Dutch Asset Corp Selkirk, New York	$1.88M	+$43.4K	3	0.94%	Increased
4625	MWP Meridian Wealth Partners Exton, Pennsylvania	$1.88M	-$251K	5	0.23%	Reduced