← 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
5651	KFG Kelly Financial Group Wethersfield, Connecticut	$377K	-$23.7K	1	0.1%	Reduced
5652	PPA Pacific Point Advisors Rancho Santa Fe, California	$377K	+$84.4K	1	0.2%	Increased
5653	CPA Cathy Pareto & Associates Coral Gables, Florida	$376K	-$9.05K	1	0.26%	Reduced
5654	RMS Retirement Management Systems Leonardtown, Maryland	$375K	+$379K	1	0.1%	New
5655	OFP OFC Financial Planning Short Hills, New Jersey	$374K	$0	1	0.36%	Maintained
5656	CWM Collaborative Wealth Management Lake Mary, Florida	$373K	+$87.4K	1	0.13%	Increased
5657	MFG Mann Financial Group Detroit Lakes, Minnesota	$372K	-$383K	1	0.36%	Reduced
5658	CFG CKW Financial Group Honolulu, Hawaii	$372K	-$10.7K	4	0.04%	Reduced
5659	WPW Warther Private Wealth Akron, Ohio	$371K	+$3.82K	1	0.09%	Increased
5660	SR Swiss Re Zurich, Switzerland	$370K	+$363K	8	0.02%	New
5661	TIA Tandem Investment Advisors Charleston, South Carolina	$370K	-$62.6K	1	0.01%	Reduced
5662	BI Berkeley Inc Boise, Idaho	$370K	+$377K	1	0.12%	New
5663	KPP Kings Path Partners Sugar Land, Texas	$369K	+$11.5K	5	0.13%	Increased
5664	SA SRH Advisors Salina, Kansas	$368K	+$10.4K	8	0.11%	Increased
5665	APW Atlantic Private Wealth Chapel Hill, North Carolina	$368K	+$11.3K	17	0.24%	Increased
5666	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$368K	-$903	1	0.26%	Reduced
5667	SC Schubert & Co Mckinney, Texas	$367K	-$2.71K	1	0.29%	Reduced
5668	AWF Alpha Wealth Funds Park City, Utah	$367K	+$374K	1	0.23%	New
5669	AWC Abundance Wealth Counselors State College, Pennsylvania	$367K	-$97.5K	1	0.06%	Reduced
5670	GSCM Greenfield Seitz Capital Management Dallas, Texas	$366K	-$15K	1	0.12%	Reduced
5671	AGAM Audent Global Asset Management West Hollywood, California	$366K	-$20.4K	1	0.23%	Reduced
5672	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$365K	+$368K	9	0.36%	New
5673	PCWA Pacific Capital Wealth Advisors Corona, California	$365K	-$1.56K	1	0.06%	Reduced
5674	PWP PrairieView Wealth Partners Orland Park, Illinois	$364K	$0	1	0.33%	Maintained
5675	BM Belfer Management New York	$362K	-$28.2K	1	6.35%	Reduced