← 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
4626	TL Tradewinds LLC Raleigh, North Carolina	$255K	+$274K	1	0.12%	New
4627	FW Fairway Wealth Independence, Ohio	$253K	-$188K	2	0.17%	Reduced
4628	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$252K	-$140K	5	0.17%	Reduced
4629	IAM Iridian Asset Management Westport, Connecticut	$251K	+$256K	1	0.05%	New
4630	DFA Davies Financial Advisors Murrieta, California	$249K	+$236K	1	0.25%	New
4631	Index Fund Advisors Irvine, California	$249K	+$565	1	0.01%	Increased
4632	BRA Biechele Royce Advisors Fishers, Indiana	$248K	+$229K	1	0.08%	New
4633	SG Somerset Group Wayzata, Minnesota	$248K	$0	1	0.23%	Maintained
4634	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$247K	-$1.32K	1	0.2%	Reduced
4635	LIWM Long Island Wealth Management Melville, New York	$247K	-$381K	1	0.17%	Reduced
4636	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$246K	-$58.2K	1	0.19%	Reduced
4637	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$246K	+$616	1	0.04%	Increased
4638	TWA Tandem Wealth Advisors Phoenix, Arizona	$245K	$0	1	0.13%	Maintained
4639	OWA ORBA Wealth Advisors Chicago, Illinois	$245K	$0	1	0.14%	Maintained
4640	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$244K	$0	1	0.08%	Maintained
4641	SWG Summit Wealth Group White River Junction, Vermont	$244K	$0	1	0.17%	Maintained
4642	SFA Source Financial Advisors New York	$244K	+$205K	1	0.07%	New
4643	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$242K	+$221K	1	0.18%	New
4644	JF JSF Financial Los Angeles, California	$241K	-$268K	1	0.08%	Reduced
4645	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$241K	+$45.9K	1	0.14%	Increased
4646	EWA Emergent Wealth Advisors Williamsville, New York	$241K	-$2.47K	1	0.21%	Reduced
4647	WPW Watershed Private Wealth Oak Brook, Illinois	$241K	+$16.9K	1	0.11%	Increased
4648	GG GenWealth Group Maplewood, New Jersey	$240K	+$7.16K	1	0.06%	Increased
4649	GA GSG Advisors Mount Laurel, New Jersey	$239K	-$59.6K	1	0.09%	Reduced
4650	SCA Scott Capital Advisors Portland, Oregon	$238K	-$62.1K	1	0.07%	Reduced