← 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
5151	ACC Acorn Creek Capital Fort Collins, Colorado	$244K	-$239K	1	0.13%	Reduced
5152	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$243K	+$4.91K	1	0.08%	Increased
5153	EP EPIQ Partners Minneapolis, Minnesota	$243K	$0	1	0.13%	Maintained
5154	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$243K	-$224K	1	0.18%	Reduced
5155	AA ACT Advisors Asheville, North Carolina	$242K	-$3.45K	1	0.13%	Reduced
5156	NG NatWest Group Edinburgh, Scotland, United Kingdom	$242K	-$7.24M	1	0.07%	Reduced
5157	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$242K	+$186K	1	0.16%	New
5158	PPA Painted Porch Advisors Santa Barbara, California	$242K	+$72.2K	12	0.12%	Increased
5159	BW BostonPremier Wealth Hanover, Massachusetts	$240K	+$185K	1	0.15%	New
5160	PSF Pacific Sun Financial Los Angeles, California	$239K	+$4.02K	1	0.13%	Increased
5161	SPP Single Point Partners Boston, Massachusetts	$239K	+$235K	1	0.06%	New
5162	VBWMG Von Berge Wealth Management Group San Diego, California	$239K	-$498K	1	0.14%	Reduced
5163	PCM Permanent Capital Management Chicago, Illinois	$238K	+$256K	1	0.07%	New
5164	MCC Maiden Cove Capital Cape Elizabeth, Maine	$238K	+$211K	1	0.36%	New
5165	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$237K	+$28.2K	1	0.09%	Increased
5166	JCFM JBR Co Financial Management Ardmore, Oklahoma	$237K	+$2.78K	1	0.14%	Increased
5167	VCP Vista Capital Partners Portland, Oregon	$237K	-$225K	1	0.03%	Reduced
5168	SIM Seaview Investment Managers Miami, Florida	$236K	+$182K	1	0.07%	New
5169	KV Kickstand Ventures Pittsford, New York	$236K	$0	1	0.06%	Maintained
5170	WWM WJ Wealth Management Glendale, Arizona	$235K	+$162K	1	0.08%	New
5171	FIBT First International Bank & Trust Watford City, North Dakota	$234K	-$341K	1	0.08%	Reduced
5172	TA TPG Advisors Northfield, Illinois	$234K	$0	1	0.18%	Maintained
5173	DFG Dynamic Financial Group Cedar Falls, Iowa	$234K	+$250K	1	0.24%	New
5174	FF Fluent Financial Dallas, Texas	$233K	-$1.79M	1	0.1%	Reduced
5175	KWM KFG Wealth Management Granger, Indiana	$233K	+$9.59K	1	0.04%	Increased