← 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
5951	AFA Arlington Financial Advisors Santa Barbara, California	$287K	+$65.8K	1	0.04%	Increased
5952	CB Chris Bulman Roseville, California	$287K	-$537K	1	0.1%	Reduced
5953	BF Blankinship & Foster Solana Beach, California	$287K	$0	1	0.06%	Maintained
5954	AG Advocate Group Minnetonka, Minnesota	$286K	+$20.5K	1	0.04%	Increased
5955	TWM Trinity Wealth Management Berwyn, Pennsylvania	$286K	+$16.5K	1	0.09%	Increased
5956	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$286K	+$8.24K	1	0.07%	Increased
5957	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$285K	$0	1	0.02%	Maintained
5958	FFL Financial Freedom LLC Cincinnati, Ohio	$284K	-$465K	1	0.13%	Reduced
5959	DC Darrow Company Needham, Massachusetts	$284K	+$4.4K	1	0.11%	Increased
5960	MWM Meritas Wealth Management Larkspur, California	$284K	$0	1	0.11%	Maintained
5961	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$283K	$0	1	0.22%	Maintained
5962	WA Walsh & Associates Sarasota, Florida	$283K	+$117K	9	0.23%	Increased
5963	AWM Austin Wealth Management Austin, Texas	$282K	-$1.37K	1	0.06%	Reduced
5964	CWM Core Wealth Management Jupiter, Florida	$282K	+$313	1	0.08%	Increased
5965	DWS Discipline Wealth Solutions Greenville, South Carolina	$282K	-$16.9K	1	0.02%	Reduced
5966	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$282K	+$47.8K	1	0.05%	Increased
5967	IA IMZ Advisory Boca Raton, Florida	$282K	+$1.37K	1	0.09%	Increased
5968	MFG Mainsail Financial Group Bellevue, Washington	$281K	-$38.5K	1	0.1%	Reduced
5969	ANB Amarillo National Bank Amarillo, Texas	$280K	-$224K	1	0.04%	Reduced
5970	MKW Mullaney, Keating & Wright Middletown, Connecticut	$280K	+$20.2K	1	0.14%	Increased
5971	W WorthPointe La Jolla, California	$277K	+$1.25K	1	0.07%	Increased
5972	JBI John Boyer Inc Tampa, Florida	$277K	+$1.62K	1	0.24%	Increased
5973	SA Stewardship Advisors Mount Joy, Pennsylvania	$277K	+$685	1	0.06%	Increased
5974	GSEP Golden State Equity Partners South Coast Metro, California	$276K	-$33.5M	14	0.74%	Reduced
5975	EMC Everest Management Corp Cupertino, California	$276K	-$294K	1	0.1%	Reduced