← 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
5476	FA Financial Avengers Oakland, California	$209K	-$42.7K	1	0.1%	Reduced
5477	GCP Gill Capital Partners Denver, Colorado	$209K	+$180K	1	0.07%	New
5478	DC Darrow Company Needham, Massachusetts	$208K	+$190K	1	0.11%	New
5479	MSRI Michael S. Ryan Inc Latham, New York	$207K	+$192K	1	0.13%	New
5480	GCM Gladius Capital Management Chicago, Illinois	$207K	+$178K	1	0.08%	New
5481	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$207K	-$3.22M	1	0.16%	Reduced
5482	PPA Pacific Point Advisors Rancho Santa Fe, California	$207K	+$189K	1	0.11%	New
5483	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$207K	+$176K	1	0.16%	New
5484	VC Veery Capital Wilmington, Delaware	$206K	+$176K	1	0.07%	New
5485	SF Seros Financial Tempe, Arizona	$206K	+$177K	1	0.13%	New
5486	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$206K	-$77.7K	5	0.14%	Reduced
5487	BMD Better Money Decisions Santa Fe, New Mexico	$205K	+$175K	1	0.12%	New
5488	NWA New World Advisors Hingham, Massachusetts	$205K	-$263K	1	0.04%	Reduced
5489	LODC Lanham O'Dell & Company Hurricane, West Virginia	$204K	+$176K	1	0.09%	New
5490	LAMC Longview Asset Management (California) San Rafael, California	$204K	-$14K	4	0.13%	Reduced
5491	HP HT Partners Centerbrook, Connecticut	$204K	+$193K	1	0.06%	New
5492	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$204K	+$184K	1	0.15%	New
5493	MSF Mustard Seed Financial Magnolia, Arkansas	$203K	+$173K	1	0.15%	New
5494	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$202K	+$184K	1	0.22%	New
5495	GWM GoalFusion Wealth Management Austin, Texas	$202K	+$190K	1	0.1%	New
5496	MKA M. Kulyk & Associates Decatur, Georgia	$201K	+$172K	1	0.04%	New
5497	MWA MN Wealth Advisors Overland Park, Kansas	$201K	+$171K	1	0.12%	New
5498	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$201K	+$170K	1	0.17%	New
5499	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$200K	+$185K	1	0.07%	New
5500	RWM Raffa Wealth Management Washington, District of Columbia	$199K	+$41K	29	0.04%	Increased