← 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
5326	AAM AMI Asset Management Los Angeles, California	$273K	+$235K	1	0.02%	New
5327	SPA Shore Point Advisors Brielle, New Jersey	$273K	+$235K	1	0.13%	New
5328	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$272K	$0	1	0.08%	Maintained
5329	SOAG Silver Oak Advisory Group Portland, Oregon	$271K	+$19.9K	1	0.13%	Increased
5330	KLI Kelman-Lazarov Inc Memphis, Tennessee	$271K	-$45.7K	1	0.04%	Reduced
5331	CAM Clarity Asset Management Ames, Iowa	$271K	+$38.1K	5	0.16%	Increased
5332	TSW Three Seasons Wealth Salt Lake City, Utah	$270K	+$233K	1	0.03%	New
5333	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$270K	-$26.9K	4	0.04%	Reduced
5334	NCM Nelson Capital Management Menlo Park, California	$269K	$0	1	0.04%	Maintained
5335	KWM KFG Wealth Management Granger, Indiana	$269K	+$2.3K	1	0.04%	Increased
5336	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$268K	+$1.26K	1	0.18%	Increased
5337	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$267K	$0	1	0.11%	Maintained
5338	LAM Lifestyle Asset Management Friendswood, Texas	$266K	+$29.3K	1	0.12%	Increased
5339	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$266K	-$262K	1	0.04%	Reduced
5340	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$266K	-$3.17K	12	0.26%	Reduced
5341	SF SWP Financial San Diego, California	$265K	$0	1	0.15%	Maintained
5342	GG GenWealth Group Maplewood, New Jersey	$264K	$0	1	0.05%	Maintained
5343	RFN Redwood Financial Network Solon, Ohio	$264K	-$4K	1	0.18%	Reduced
5344	BWA BlueSky Wealth Advisors New Bern, North Carolina	$263K	$0	1	0.04%	Maintained
5345	OAJ Ogorek Anthony Joseph Williamsville, New York	$262K	+$15.2K	14	0.08%	Increased
5346	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$261K	+$235K	1	0.26%	New
5347	FWM Fortress Wealth Management Culver City, California	$260K	$0	1	0.13%	Maintained
5348	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$260K	$0	1	0.05%	Maintained
5349	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$260K	+$6.53K	1	0.16%	Increased
5350	AAM Austin Asset Management Austin, Texas	$260K	$0	1	0.05%	Maintained