← 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
4676	MFA McClarren Financial Advisors State College, Pennsylvania	$212K	+$14.9K	9	0.16%	Increased
4677	OWA ORBA Wealth Advisors Chicago, Illinois	$211K	+$198K	1	0.13%	New
4678	EA Echo45 Advisors Walnut Creek, California	$211K	+$192K	1	0.16%	New
4679	SWA Strata Wealth Advisors Dallas, Texas	$210K	+$173K	1	0.08%	New
4680	SWG Summit Wealth Group White River Junction, Vermont	$210K	+$198K	1	0.16%	New
4681	HGWM Horst & Graben Wealth Management Portland, Oregon	$209K	+$172K	1	0.05%	New
4682	NI NDVR Inc Boston, Massachusetts	$209K	+$195K	1	0.25%	New
4683	Savvy Advisors Inc New York	$208K	+$189K	1	0.2%	New
4684	GA Greytown Advisors Miami, Florida	$208K	+$189K	1	0.11%	New
4685	BC Brio Consultants San Francisco, California	$207K	+$170K	1	0.04%	New
4686	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$207K	+$170K	1	0.11%	New
4687	CWA Continuum Wealth Advisors Saratoga Springs, New York	$207K	+$189K	1	0.13%	New
4688	SI Seeds Investor New York	$207K	+$185K	1	0.23%	New
4689	WF Whelan Financial Fresno, California	$207K	+$170K	1	0.1%	New
4690	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$206K	-$68.7K	1	0.18%	Reduced
4691	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$206K	-$65K	1	0.15%	Reduced
4692	WPW Watershed Private Wealth Oak Brook, Illinois	$206K	+$169K	1	0.11%	New
4693	SCA Southern Capital Advisors Jackson, Tennessee	$205K	+$193K	1	0.15%	New
4694	AC ASB Consultores Aventura, Florida	$205K	-$1.07M	1	0.07%	Reduced
4695	SWM Seaside Wealth Management Carlsbad, California	$205K	+$187K	1	0.09%	New
4696	BWG Balanced Wealth Group Westlake, Ohio	$204K	+$182K	1	0.11%	New
4697	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$204K	+$167K	1	0.13%	New
4698	SLWA San Luis Wealth Advisors San Luis Obispo, California	$203K	+$167K	1	0.09%	New
4699	OWA One Wealth Advisors San Francisco, California	$203K	-$26.7K	1	0.04%	Reduced
4700	NA Nottingham Advisors Amherst, New York	$202K	+$184K	1	0.03%	New