← 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	CTA Camelot Technology Advisors San Francisco, California	$241K	$0	1	0.21%	Maintained
4727	EFH Eaton Financial Holdings Coral Springs, Florida	$240K	+$216K	1	0.1%	New
4728	LAM LECAP Asset Management London, United Kingdom	$240K	-$6.24M	1	0.05%	Reduced
4729	PRWA Platte River Wealth Advisors Louisville, Colorado	$240K	+$220K	1	0.06%	New
4730	MWM Mittelman Wealth Management Andover, Massachusetts	$239K	-$516K	1	0.14%	Reduced
4731	MCAI Members Capital Advisors Inc Madison, Wisconsin	$239K	$0	1	0.28%	Maintained
4732	MWM MBE Wealth Management Tomah, Wisconsin	$239K	+$225K	1	0.13%	New
4733	SL Sentinus LLC Oak Brook, Illinois	$238K	+$588	1	0.07%	Increased
4734	ICA Infrastructure Capital Advisors New York	$238K	+$224K	1	0.03%	New
4735	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$238K	+$214K	1	0.04%	New
4736	KC Kades & Cheifetz Berwyn, Pennsylvania	$238K	+$224K	1	0.14%	New
4737	TPWA Twin Peaks Wealth Advisors Burlingame, California	$237K	+$196K	1	0.11%	New
4738	RWM Ruedi Wealth Management Champaign, Illinois	$237K	-$19.3K	10	0.08%	Reduced
4739	BC Bruce & Co Chicago, Illinois	$237K	$0	1	0.07%	Maintained
4740	SCA Scott Capital Advisors Portland, Oregon	$237K	+$37.9K	1	0.07%	Increased
4741	NFG Nadler Financial Group Deerfield, Illinois	$236K	+$212K	1	0.03%	New
4742	AWM Austin Wealth Management Austin, Texas	$235K	-$1.47K	1	0.05%	Reduced
4743	GG GenWealth Group Maplewood, New Jersey	$235K	-$7.37K	1	0.05%	Reduced
4744	CWA Centennial Wealth Advisory Traverse City, Michigan	$234K	+$13.4K	1	0.09%	Increased
4745	SWM Sagace Wealth Management St. Petersburg, Florida	$234K	+$206K	1	0.18%	New
4746	JWM JFG Wealth Management Denver, Colorado	$234K	+$215K	1	0.06%	New
4747	TWM Trinity Wealth Management Berwyn, Pennsylvania	$231K	+$208K	1	0.11%	New
4748	BWA BlueChip Wealth Advisors Milton, Georgia	$231K	$0	1	0.12%	Maintained
4749	BWG Balanced Wealth Group Westlake, Ohio	$231K	$0	1	0.1%	Maintained
4750	BF Blankinship & Foster Solana Beach, California	$230K	$0	1	0.06%	Maintained