← 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
4751	IA IMZ Advisory Boca Raton, Florida	$230K	+$225K	1	0.11%	New
4752	CAS CTC Alternative Strategies Chicago, Illinois	$230K	-$7.44M	1	0.29%	Reduced
4753	RCM Requisite Capital Management Dallas, Texas	$230K	$0	1	0.05%	Maintained
4754	CAM Clarity Asset Management Ames, Iowa	$229K	+$4.03K	4	0.16%	Increased
4755	FI FWG Investments Lexington, Kentucky	$228K	+$5.36K	1	0.2%	Increased
4756	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$228K	+$216K	1	0.05%	New
4757	SFC Swisher Financial Concepts Westerville, Ohio	$228K	+$209K	1	0.14%	New
4758	CANC Culbertson A N & Co Charlottesville, Virginia	$227K	+$204K	1	0.04%	New
4759	AM Atwater Malick Lancaster, Pennsylvania	$227K	$0	1	0.07%	Maintained
4760	WFA West Financial Advisors Des Moines, Iowa	$227K	+$16.2K	4	0.04%	Increased
4761	SCA Sassicaia Capital Advisers Jericho, New York	$226K	+$203K	1	0.66%	New
4762	HFS Heritage Financial Services Westwood, Massachusetts	$226K	-$484K	1	0.03%	Reduced
4763	BMCM Burns Matteson Capital Management Corning, New York	$226K	-$482K	1	0.13%	Reduced
4764	HGWM Horst & Graben Wealth Management Portland, Oregon	$226K	+$203K	1	0.04%	New
4765	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$225K	+$211K	1	0.13%	New
4766	VW Vance Wealth Santa Clarita, California	$224K	+$211K	1	0.08%	New
4767	RSS Rosenblum Silverman Sutton San Francisco, California	$224K	+$211K	1	0.06%	New
4768	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$224K	+$210K	1	0.42%	New
4769	BCM Bluefin Capital Management New York	$221K	+$114K	1	0.07%	New
4770	CWA Choice Wealth Advisors Waterville, Maine	$221K	+$198K	1	0.11%	New
4771	AF Aegis Financial Mc Lean, Virginia	$220K	$0	1	0.19%	Maintained
4772	FA Financial Avengers Oakland, California	$220K	+$10.4K	4	0.11%	Increased
4773	GA GSG Advisors Mount Laurel, New Jersey	$219K	+$17.7K	1	0.07%	Increased
4774	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$219K	$0	1	0.03%	Maintained
4775	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$219K	+$206K	1	0.09%	New