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
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 2726 |
SC
Sumit Capital
New York
| $0 | -$651K | 0 | – | Closed |
|
| 2727 |
SG
Swarthmore Group
Philadelphia,
Pennsylvania
| $0 | -$31.3M | 0 | – | Closed |
|
| 2728 |
TPM
T2 Partners Management
New York
| $0 | -$2.32M | 0 | – | Closed |
|
| 2729 |
T
Tahithromos
New York
| $0 | -$8.2M | 0 | – | Closed |
|
| 2730 |
TAM
Third Avenue Management
New York
| $0 | -$27.5M | 0 | – | Closed |
|
| 2731 |
Third Point
New York
| $0 | -$147M | 0 | – | Closed |
|
| 2732 |
USSCPF
United States Steel & Carnegie Pension Fund
New York
| $0 | -$63.8M | 0 | – | Closed |
|
| 2733 |
WSA
Wall Street Associates
Lajolla,
California
| $0 | -$294K | 0 | – | Closed |
|
| 2734 |
WCM
Weatherstone Capital Management
Denver,
Colorado
| $0 | -$213K | 0 | – | Closed |
|
| 2735 |
WC
Wexford Capital
West Palm Beach,
Florida
| $0 | -$2.94M | 0 | – | Closed |
|
| 2736 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
| $0 | -$2.23M | 0 | – | Closed |
|