← 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
5901	CA Cannon Advisors Charlotte, North Carolina	$318K	-$499K	1	0.19%	Reduced
5902	OAJ Ogorek Anthony Joseph Williamsville, New York	$317K	+$103K	14	0.08%	Increased
5903	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$317K	+$1.08K	1	0.08%	Increased
5904	VA Veratis Advisors Cary, North Carolina	$316K	+$314K	1	0.22%	New
5905	SG Sankala Group Lyons, Colorado	$315K	-$12.7K	7	0.21%	Reduced
5906	AWM Apex Wealth Management Bedford, New Hampshire	$314K	+$312K	1	0.19%	New
5907	PWM Penobscot Wealth Management Portland, Maine	$313K	$0	1	0.08%	Maintained
5908	RSS Rosenblum Silverman Sutton San Francisco, California	$312K	$0	1	0.08%	Maintained
5909	LWM Latko Wealth Management Frankfort, Illinois	$311K	+$261K	1	0.13%	New
5910	TF Tenzing Financial Williamsburg, Virginia	$311K	+$939	1	0.21%	Increased
5911	WFPG Waller Financial Planning Group Columbus, Ohio	$311K	$0	1	0.06%	Maintained
5912	SI Stonekeep Investments Sante Fe, New Mexico	$310K	+$5.73K	1	0.18%	Increased
5913	BSAM Blue Square Asset Management New York	$309K	$0	1	0.13%	Maintained
5914	AA Ascent Advisors Mankato, Minnesota	$309K	-$64.1K	1	0.36%	Reduced
5915	KGP Keystone Global Partners Denver, Colorado	$309K	+$307K	1	0.12%	New
5916	FA Financial Avengers Oakland, California	$309K	+$2.86K	3	0.13%	Increased
5917	FWM Forteris Wealth Management Armonk, New York	$307K	-$444K	1	0.25%	Reduced
5918	B Bellecapital Zurich, Switzerland	$307K	+$45.2K	1	0.05%	Increased
5919	FD Financial Designs Claremont, California	$307K	$0	1	0.16%	Maintained
5920	LIWM Long Island Wealth Management Melville, New York	$307K	-$275K	1	0.13%	Reduced
5921	CC Constitution Capital Shelton, Connecticut	$306K	-$207K	1	0.16%	Reduced
5922	LAS Legacy Advisory Services Exton, Pennsylvania	$305K	+$299K	1	0.21%	New
5923	KWM KRM Wealth Management Reno, Nevada	$305K	+$313	1	0.13%	Increased
5924	PA Prosperity Advisers Fort Washington, Pennsylvania	$305K	+$7.56K	1	0.22%	Increased
5925	BSC Brown Shipley & Co London, United Kingdom	$304K	+$97.9K	4	0.16%	Increased