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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
2726	GIG Goodnow Investment Group Darien, Connecticut	$0	-$8.17M	–	Closed
2727	GJCM Grand Jean Capital Management San Francisco, California	$0	-$16.5M	–	Closed
2728	GCM Grisanti Capital Management New York	$0	-$1.16M	–	Closed
2729	GIM Guild Investment Management Los Angeles, California	$0	-$1.88M	–	Closed
2730	GIM Gyrus Investment Management Toronto, Ontario, Canada	$0	-$35.1M	–	Closed
2731	HT HAP Trading New York	$0	-$2.86M	–	Closed
2732	Hawk Ridge Capital Management Los Angeles, California	$0	-$517K	–	Closed
2733	KAH Kathryn A. Hall	$0	-$527K	–	Closed
2734	KSA Ken Stern & Associates San Diego, California	$0	-$231K	–	Closed
2735	KC Kidron Capital Minnetonka, Minnesota	$0	-$4.92M	–	Closed
2736	KM KS Management New York	$0	-$273K	–	Closed
2737	LFFS La Francaise Forum Securities Old Greenwich, Connecticut	$0	-$1.21M	–	Closed
2738	LBIM Land & Buildings Investment Management Stamford, Connecticut	$0	-$6.85M	–	Closed
2739	LCM LG Capital Management Owings Mills, Maryland	$0	-$1.64M	–	Closed
2740	LCM LionEye Capital Management New York	$0	-$6.42M	–	Closed
2741	LI LVZ Inc Holland, Michigan	$0	-$219K	–	Closed
2742	MFS Madrona Financial Services Everett, Washington	$0	-$1.03M	–	Closed
2743	MP Mangrove Partners Greenwich, Connecticut	$0	-$1.58M	–	Closed
2744	MC Maplelane Capital New York	$0	-$121	–	Closed
2745	MFM Marianas Fund Management New York	$0	-$11.3M	–	Closed
2746	Melvin Capital Management New York	$0	-$25.9M	–	Closed
2747	MUSU Mitsubishi UFJ Securities (USA) New York	$0	-$2.51M	–	Closed
2748	MUFG Securities EMEA London, United Kingdom	$0	-$2.73M	–	Closed
2749	NC Nokomis Capital Dallas, Texas	$0	-$12.5M	–	Closed
2750	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	-$13K	–	Closed