← 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
4651	BlueSky Wealth Advisors New Bern, North Carolina	$223K	-$31K	1	0.04%	Reduced
4652	Grant Street Asset Management Canonsburg, Pennsylvania	$222K	+$209K	1	0.08%	New
4653	DWMG DB Wealth Management Group San Diego, California	$221K	+$180	9	0.13%	Increased
4654	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$221K	+$201K	1	0.17%	New
4655	2L 25 LLC St. Louis, Missouri	$220K	+$180K	1	0.11%	New
4656	CWM Collaborative Wealth Management Lake Mary, Florida	$219K	+$180K	1	0.12%	New
4657	PCM Passive Capital Management Baltimore, Maryland	$219K	+$200K	1	0.09%	New
4658	Patton Albertson Miller Group Chattanooga, Tennessee	$219K	+$179K	1	0.04%	New
4659	Warwick Investment Management Bryan, Texas	$219K	+$179K	1	0.06%	New
4660	AMG Asset Management Group Stamford, Connecticut	$219K	+$205K	1	0.04%	New
4661	Pettinga Financial Advisors Evansville, Indiana	$218K	+$179K	1	0.06%	New
4662	FA Fermata Advisors Sonoma, California	$218K	-$26K	1	0.05%	Reduced
4663	MWM Maltin Wealth Management Ridgewood, New Jersey	$218K	+$197K	1	0.14%	New
4664	CWA Centennial Wealth Advisory Traverse City, Michigan	$218K	+$199K	1	0.11%	New
4665	HIGP Hill Investment Group Partners St. Louis, Missouri	$217K	+$198K	1	0.03%	New
4666	RF Rollins Financial Atlanta, Georgia	$217K	-$34.7K	1	0.05%	Reduced
4667	Rollins Financial Advisors New York City, New York	$217K	+$194K	1	0.05%	New
4668	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$217K	+$178K	1	0.11%	New
4669	Inspirion Wealth Advisors Libertyville, Illinois	$217K	$0	1	0.04%	Maintained
4670	AWM Act Wealth Management Plano, Texas	$217K	+$178K	1	0.12%	New
4671	EA Ergawealth Advisors Oak Brook, Illinois	$216K	+$192K	1	0.13%	New
4672	IC Innealta Capital Austin, Texas	$215K	+$192K	1	0.1%	New
4673	WCM WealthBridge Capital Management Westerville, Ohio	$214K	+$210K	1	0.08%	New
4674	BWA Beam Wealth Advisors Covington, Louisiana	$214K	+$175K	1	0.14%	New
4675	NRA NSI Retail Advisors Warrendale, Pennsylvania	$213K	-$37.5K	1	0.03%	Reduced