← 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
4926	HFS Horizon Financial Services Winston Salem, North Carolina	$1.41M	+$290K	12	0.54%	Increased
4927	BSI Bennett Selby Investments Falmouth, Maine	$1.4M	-$10.5K	2	0.45%	Reduced
4928	DWM Dogwood Wealth Management Lenexa, Kansas	$1.4M	+$59.5K	27	0.55%	Increased
4929	SGCM Sanchez Gaunt Capital Management Reno, Nevada	$1.39M	+$95.8K	3	0.78%	Increased
4930	5W 5T Wealth Napa, California	$1.39M	-$124K	2	0.52%	Reduced
4931	EWM Elmwood Wealth Management Berkeley, California	$1.39M	+$24.3K	3	0.35%	Increased
4932	RFS Richardson Financial Services Medway, Massachusetts	$1.39M	-$279K	15	0.79%	Reduced
4933	SC Steph & Co Marinette, Wisconsin	$1.39M	-$1.87K	9	0.35%	Reduced
4934	FH Financial Harvest Winter Park, Florida	$1.39M	+$420K	1	0.57%	Increased
4935	DI Disciplined Investors Waco, Texas	$1.39M	+$170K	3	0.69%	Increased
4936	KA Kooman & Associates Altoona, Pennsylvania	$1.38M	-$30.6K	4	0.37%	Reduced
4937	MC Matisse Capital Portland, Oregon	$1.38M	-$558K	4	0.55%	Reduced
4938	ES Element Squared Minneapolis, Minnesota	$1.38M	+$1.23M	1	0.69%	New
4939	CA Cresta Advisors Laredo, Texas	$1.38M	-$157K	2	0.49%	Reduced
4940	SFG Sunburst Financial Group Vestavia Hills, Alabama	$1.38M	-$69.4K	3	0.22%	Reduced
4941	EFG Elevated Financial Group Indianapolis, Indiana	$1.37M	+$382K	2	0.38%	Increased
4942	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$1.37M	+$193K	4	0.82%	Increased
4943	SAM Stembrook Asset Management Red Bank, New Jersey	$1.37M	$0	4	1.18%	Maintained
4944	FBCM Fort Baker Capital Management Larkspur, California	$1.37M	+$1.36M	1	0.1%	New
4945	MFP Meramec Financial Planners Saint Louis, Missouri	$1.37M	+$9.59K	13	0.5%	Increased
4946	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$1.36M	+$44.1K	3	0.25%	Increased
4947	UFF USA Financial Formulas Ada, Michigan	$1.36M	-$2.07M	11	0.25%	Reduced
4948	SCM Saxony Capital Management St. Louis, Missouri	$1.36M	-$292K	4	0.62%	Reduced
4949	TFS truNorth Financial Services Chambersburg, Pennsylvania	$1.36M	+$205K	4	1.22%	Increased
4950	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$1.36M	-$17.9K	5	0.12%	Reduced