← 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
5301	LIWM Long Island Wealth Management Melville, New York	$283K	+$3.44K	1	0.15%	Increased
5302	CWA Choice Wealth Advisors Waterville, Maine	$283K	$0	1	0.13%	Maintained
5303	SC Summa Corp Tomball, Texas	$282K	+$260K	1	0.15%	New
5304	CM Cornerstone Management Duluth, Georgia	$282K	+$242K	1	0.05%	New
5305	SG Somerset Group Wayzata, Minnesota	$281K	$0	1	0.24%	Maintained
5306	TC TAGStone Capital Charlotte, North Carolina	$281K	+$133	1	0.12%	Increased
5307	AGA Arkos Global Advisors Houston, Texas	$281K	+$242K	1	0.04%	New
5308	AZ Alpha Zero Boca Raton, Florida	$281K	+$256K	1	0.18%	New
5309	5SA 5th Street Advisors Southport, Connecticut	$280K	$0	1	0.14%	Maintained
5310	EdgePoint Investment Group Toronto, Ontario, Canada	$279K	+$253K	1	0%	New
5311	HW Hamilton Wealth Encino, California	$279K	+$232K	1	0.06%	New
5312	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$279K	+$77.1K	4	0.17%	Increased
5313	RFP RCS Financial Planning Annapolis, Maryland	$278K	-$810	1	0.14%	Reduced
5314	CFC Coyle Financial Counsel Glenview, Illinois	$278K	+$237K	1	0.07%	New
5315	CC Constitution Capital Shelton, Connecticut	$278K	$0	1	0.14%	Maintained
5316	MPW MGO Private Wealth Irvine, California	$278K	+$239K	1	0.18%	New
5317	AFO Arrowroot Family Office Marina Del Rey, California	$277K	+$280K	1	0.12%	New
5318	BI Beckerman Institutional Ocean Grove, New Jersey	$276K	+$238K	1	0.18%	New
5319	HAS Horizon Advisory Services West Henrietta, New York	$276K	$0	1	0.15%	Maintained
5320	GWA Genesis Wealth Advisors Braintree, Massachusetts	$275K	$0	1	0.21%	Maintained
5321	TR Tepp RIA Westfield, New Jersey	$274K	+$17.8K	1	0.35%	Increased
5322	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$274K	+$13.8K	1	0.05%	Increased
5323	EPAM Evelyn Partners Asset Management London,	$274K	-$29.1K	4	0.07%	Reduced
5324	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$273K	$0	1	0.05%	Maintained
5325	AFG Altiora Financial Group Lebanon, Ohio	$273K	+$235K	1	0.05%	New