← 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
5776	PWA PCG Wealth Advisors Overland Park, Kansas	$428K	+$399K	2	0.1%	New
5777	TFP Triune Financial Partners Overland Park, Kansas	$426K	+$425K	2	0.09%	New
5778	SWM Sherman Wealth Management Gaithersburg, Maryland	$426K	+$626	1	0.32%	Increased
5779	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$424K	-$16.3K	1	0.23%	Reduced
5780	ACA Adirondack Capital Advisors Syracuse, New York	$424K	$0	1	0.23%	Maintained
5781	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$423K	+$46.3K	11	0.35%	Increased
5782	HIA Highland Investment Advisors Ponte Vedra, Florida	$423K	+$412K	17	0.18%	New
5783	JIG Junk Investment Group Hunt Valley, Maryland	$423K	+$1.73K	1	0.19%	Increased
5784	AFA AllGen Financial Advisors Orlando, Florida	$423K	-$64.4K	1	0.09%	Reduced
5785	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$422K	-$1.47K	1	0.11%	Reduced
5786	PF Parker Financial Silverdale, Washington	$421K	$0	1	0.15%	Maintained
5787	LBC Lane Brothers & Co Prescott, Arizona	$420K	-$33.8K	1	0.27%	Reduced
5788	WWP Wise Wealth Partners Phoenix, Arizona	$419K	-$2.29K	2	0.71%	Reduced
5789	CCM Cambridge Capital Management O'fallon, Illinois	$415K	$0	1	0.16%	Maintained
5790	CPCP Cedar Point Capital Partners Cedar Rapids, Iowa	$414K	+$386K	2	0.24%	New
5791	MWM MBE Wealth Management Tomah, Wisconsin	$414K	+$4.22K	1	0.15%	Increased
5792	TPSF Texas Permanent School Fund Austin, Texas	$411K	+$536K	2	0.02%	New
5793	SSCM Sovereign's Capital Management Atlanta, Georgia	$411K	-$8.5K	1	0.27%	Reduced
5794	CWA Choice Wealth Advisors Waterville, Maine	$411K	$0	1	0.14%	Maintained
5795	MVF Markin Volterra Fund Rye, New York	$409K	+$169K	1	0.28%	Increased
5796	CFC Client First Capital San Diego, California	$408K	$0	1	0.16%	Maintained
5797	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$408K	-$49.1K	8	0.08%	Reduced
5798	SCM Sollinda Capital Management Miami, Florida	$408K	+$477K	1	0.09%	New
5799	CCP Cushing Capital Partners Delafield, Wisconsin	$407K	-$5.5K	1	0.28%	Reduced
5800	BAM Boyar Asset Management New York	$406K	-$752K	1	0.23%	Reduced