← 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
4776	RG Retirement Group San Diego, California	$130K	-$367K	9	0.05%	Reduced
4777	OAJ Ogorek Anthony Joseph Williamsville, New York	$127K	-$1.82M	9	0.04%	Reduced
4778	VWA Valued Wealth Advisors Holladay, Utah	$124K	+$22.1K	16	0.09%	Increased
4779	IWP IAG Wealth Partners Waukesha, Wisconsin	$124K	-$8.64K	10	0.03%	Reduced
4780	APW Atlantic Private Wealth Chapel Hill, North Carolina	$124K	-$50.8K	2	0.1%	Reduced
4781	NMM Naples Money Management Naples, Florida	$124K	-$111K	7	0.12%	Reduced
4782	DP Denver PWM Denver, Colorado	$122K	$0	2	0.05%	Maintained
4783	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$122K	$0	3	0.07%	Maintained
4784	RFG REAP Financial Group Austin, Texas	$119K	-$271K	9	0.03%	Reduced
4785	MFG Mendota Financial Group Madison, Wisconsin	$115K	-$6.72K	4	0.07%	Reduced
4786	RTL Red Tortoise LLC Atlanta, Georgia	$114K	+$9.59K	11	0.06%	Increased
4787	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$113K	+$2.24K	4	0.06%	Increased
4788	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$111K	-$690K	1	0.08%	Reduced
4789	DEM Disciplined Equity Management Neptune Beach, Florida	$111K	-$892K	1	0.07%	Reduced
4790	BFS Burkett Financial Services Rock Hill, South Carolina	$110K	+$188	4	0.06%	Increased
4791	EFP EnRich Financial Partners Madison, Wisconsin	$105K	+$96.6K	2	0.04%	New
4792	DCM Disciplina Capital Management Nashville, Tennessee	$102K	$0	1	0.02%	Maintained
4793	DAM DLD Asset Management New York	$101K	+$77.8K	1	0.01%	New
4794	EFMH E Fund Management (HK) Central, Hong Kong	$100K	+$83.9K	1	0.07%	New
4795	LCM Lynwood Capital Management Toronto, Ontario, Canada	$99.5K	+$87.5K	1	0.59%	New
4796	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$98.2K	-$19.7K	7	0.08%	Reduced
4797	RP Raelipskie Partnership Waterloo, Ontario, Canada	$96.7K	$0	3	0.06%	Maintained
4798	PPWM PFG Private Wealth Management Lutz, Florida	$92.4K	-$137K	4	0.06%	Reduced
4799	GC Gould Capital Tacoma, Washington	$89.6K	-$22.4K	4	0.06%	Reduced
4800	OFG Orcam Financial Group Encinitas, California	$88.5K	$0	1	0.1%	Maintained