← 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	MW Marks Wealth Annapolis, Maryland	$243K	$0	1	0.06%	Maintained
5902	VR Valued Retirements Houston, Texas	$243K	+$6.65K	1	0.24%	Increased
5903	VFS Valpey Financial Services Concord, New Hampshire	$242K	$0	1	0.16%	Maintained
5904	BWM Brickley Wealth Management San Mateo, California	$242K	+$246K	1	0.04%	New
5905	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$241K	+$3.42K	1	0.19%	Increased
5906	FF Friday Financial Dubuque, Iowa	$240K	+$251K	1	0.08%	New
5907	HP HT Partners Centerbrook, Connecticut	$240K	$0	1	0.07%	Maintained
5908	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$240K	+$336K	1	0.03%	New
5909	RFP RCS Financial Planning Annapolis, Maryland	$240K	+$255K	1	0.12%	New
5910	AWA Adapt Wealth Advisors Atlanta, Georgia	$239K	-$224K	1	0.09%	Reduced
5911	PWM Penobscot Wealth Management Portland, Maine	$238K	+$1.57K	1	0.07%	Increased
5912	IW Instrumental Wealth Tampa, Florida	$237K	-$20.3K	1	0.15%	Reduced
5913	PBF Petix & Botte Financial La Mesa, California	$237K	-$115K	1	0.05%	Reduced
5914	GWM GoalFusion Wealth Management Austin, Texas	$237K	$0	1	0.11%	Maintained
5915	AC Anson Capital Tyrone, Georgia	$237K	+$254K	1	0.16%	New
5916	AWMG ADG Wealth Management Group Metairie, Louisiana	$236K	$0	1	0.16%	Maintained
5917	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$235K	+$239K	1	0.16%	New
5918	SWM Seaside Wealth Management Carlsbad, California	$235K	+$2.29K	1	0.07%	Increased
5919	PWM Praetorian Wealth Management Carmel, California	$234K	+$236K	1	0.04%	New
5920	AGA Arkos Global Advisors Houston, Texas	$234K	-$38.5K	1	0.03%	Reduced
5921	FA Financial Avengers Oakland, California	$233K	+$314	2	0.11%	Increased
5922	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$233K	+$37K	1	0.09%	Increased
5923	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$232K	-$242K	1	0.06%	Reduced
5924	ITB Idaho Trust Bank Boise, Idaho	$232K	-$15.3K	1	0.08%	Reduced
5925	MAV Mason & Associates (Virginia) Newport News, Virginia	$231K	+$236K	1	0.05%	New