← 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
4726	PS Planned Solutions Folsom, California	$168K	+$162K	5	0.08%	New
4727	MIM Meridiem Investment Management London, United Kingdom	$166K	$0	1	0%	Maintained
4728	LFA Livelsberger Financial Advisory Ashland, Ohio	$166K	+$151K	4	0.15%	New
4729	QOP Quinn Opportunity Partners Charlottesville, Virginia	$166K	-$2M	1	0.02%	Reduced
4730	UID Union Investments & Development Tel Aviv, Israel	$162K	$0	1	0.15%	Maintained
4731	KFP Keener Financial Planning Keller, Texas	$161K	+$142K	3	0.12%	New
4732	CPA Clear Point Advisors Melville, New York	$161K	+$146K	7	0.14%	New
4733	WAG Wiser Advisor Group Phoenix, Arizona	$160K	+$149K	5	0.27%	New
4734	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$158K	+$30.5K	3	0.05%	Increased
4735	JFG JDM Financial Group Austin, Texas	$154K	$0	6	0.13%	Maintained
4736	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$145K	-$1.99M	3	0.1%	Reduced
4737	PWA Peterson Wealth Advisors Orem, Utah	$145K	$0	1	0.03%	Maintained
4738	MFA Morling Financial Advisors Fremont, California	$143K	+$137K	1	0.12%	New
4739	GC Gould Capital Tacoma, Washington	$142K	+$6.01K	4	0.1%	Increased
4740	GS Gagnon Securities New York	$131K	+$165	1	0.03%	Increased
4741	TFG Team Financial Group Temecula, California	$126K	+$34.2K	5	0.09%	Increased
4742	ACM Atalaya Capital Management New York	$125K	$0	1	0.18%	Maintained
4743	PCC Park Circle Company Baltimore, Maryland	$121K	$0	4	0.11%	Maintained
4744	TCCM Timber Creek Capital Management Boston, Massachusetts	$121K	$0	2	0.04%	Maintained
4745	BFS Burkett Financial Services Rock Hill, South Carolina	$120K	+$105K	4	0.07%	New
4746	CIR Clear Investment Research Alpharetta, Georgia	$117K	+$30K	6	0.17%	Increased
4747	AWM Activest Wealth Management Aventure, Florida	$117K	-$31.6K	5	0.06%	Reduced
4748	IWP IAG Wealth Partners Waukesha, Wisconsin	$117K	-$42.4K	10	0.03%	Reduced
4749	MFG Mendota Financial Group Madison, Wisconsin	$113K	-$8.79K	4	0.09%	Reduced
4750	DF DecisionPoint Financial Mesa, Arizona	$112K	+$1.39K	6	0.05%	Increased