← 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	MCA Maryland Capital Advisors Chester, Maryland	$162K	-$17.9K	6	0.09%	Reduced
4777	MIM Meridiem Investment Management London, United Kingdom	$161K	-$38.8K	1	0%	Reduced
4778	NCM Northwest Capital Management Lake Oswego, Oregon	$159K	-$413K	8	0.06%	Reduced
4779	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$158K	$0	1	0.06%	Maintained
4780	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$157K	+$160K	5	0.12%	New
4781	WTG West Tower Group Richmond, Virginia	$152K	-$292K	1	0.41%	Reduced
4782	PWA Peterson Wealth Advisors Orem, Utah	$151K	$0	1	0.03%	Maintained
4783	UID Union Investments & Development Tel Aviv, Israel	$146K	-$69.9K	1	0.89%	Reduced
4784	PPA Painted Porch Advisors Santa Barbara, California	$145K	+$143K	7	0.08%	New
4785	PCC Park Circle Company Baltimore, Maryland	$145K	$0	4	0.14%	Maintained
4786	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$143K	-$1.28K	4	0.04%	Reduced
4787	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$141K	+$7.37K	5	0.11%	Increased
4788	DF DecisionPoint Financial Mesa, Arizona	$139K	$0	7	0.05%	Maintained
4789	KFP Keener Financial Planning Keller, Texas	$138K	-$18.3K	5	0.09%	Reduced
4790	JFG JDM Financial Group Austin, Texas	$136K	-$11K	6	0.09%	Reduced
4791	RFG REAP Financial Group Austin, Texas	$133K	+$14K	10	0.04%	Increased
4792	SP SWS Partners Columbus, Ohio	$132K	+$134K	7	0.04%	New
4793	APW Atlantic Private Wealth Chapel Hill, North Carolina	$129K	+$674	2	0.11%	Increased
4794	TCCM Timber Creek Capital Management Boston, Massachusetts	$129K	-$25.7K	2	0.04%	Reduced
4795	4WM 49 Wealth Management Austin, Texas	$128K	+$5.95K	1	0.03%	Increased
4796	RTL Red Tortoise LLC Atlanta, Georgia	$124K	+$6.91K	11	0.07%	Increased
4797	OAJ Ogorek Anthony Joseph Williamsville, New York	$121K	-$6.23K	9	0.04%	Reduced
4798	AF Aegis Financial Mc Lean, Virginia	$118K	+$2	1	0.11%	Increased
4799	MB Mizuho Bank Tokyo, Japan	$115K	+$117K	2	0.03%	New
4800	DEM Disciplined Equity Management Neptune Beach, Florida	$114K	$0	1	0.07%	Maintained