← 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	% of Portfolio	Status
2551	BIG Blackthorn Investment Group Overland Park, Kansas	$0	-$88K	–	Closed
2552	CGM Capital Growth Management Boston, Massachusetts	$0	-$7.51M	–	Closed
2553	CK Carnick & Kubik Colorado Springs, Colorado	$0	-$52.4K	–	Closed
2554	CC Casablanca Capital New York	$0	-$3.85M	–	Closed
2555	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$792K	–	Closed
2556	CIBC World Markets New York	$0	-$882K	–	Closed
2557	CRAM Claren Road Asset Management New York	$0	-$36.8M	–	Closed
2558	CAM CMT Asset Management Chicago, Illinois	$0	-$2.18M	–	Closed
2559	CCM Corsair Capital Management New York	$0	-$1.23M	–	Closed
2560	CG Corundum Group Colorado Springs, Colorado	$0	-$207K	–	Closed
2561	Corvex Management New York	$0	-$28.4M	–	Closed
2562	CCM Criterion Capital Management San Francisco, California	$0	-$24.7M	–	Closed
2563	DRW Securities Chicago, Illinois	$0	-$1.72M	–	Closed
2564	DFO Duquesne Family Office New York	$0	-$13.5M	–	Closed
2565	EP Edinburgh Partners Edinburgh, United Kingdom	$0	-$48.1M	–	Closed
2566	ECP Electron Capital Partners New York	$0	-$3.38M	–	Closed
2567	EU Emory University Atlanta, Georgia	$0	-$43K	–	Closed
2568	EGM Espalier Global Management New York	$0	-$28.8M	–	Closed
2569	Findlay Park Partners London, United Kingdom	$0	-$13.4M	–	Closed
2570	FIM FourPoints Investment Managers Paris, France	$0	-$1.68M	–	Closed
2571	GF Gerry Farber New York	$0	-$302K	–	Closed
2572	GCM Glaxis Capital Management Sarasota, Florida	$0	-$204K	–	Closed
2573	GMA Goldstein Munger & Associates San Ramon, California	$0	-$339K	–	Closed
2574	GJCM Grand Jean Capital Management San Francisco, California	$0	-$230K	–	Closed
2575	Harvard Management Company Boston, Massachusetts	$0	-$1.61M	–	Closed