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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	Theme Stocks	% of Portfolio	Status
2726	CJA C-J Advisory San Jose, California	$5K	+$5.03K	1	0%	New
2727	Tortoise Capital Advisors Overland Park, Kansas	$3K	+$2.45K	2	0%	New
2728	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$2K	$0	1	1.47%	Maintained
2729	IFA Interactive Financial Advisors New Lenox, Illinois	$1K	$0	1	0%	Maintained
2730	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$318	3	0%	Increased
2731	3C 361 Capital Denver, Colorado	$0	-$78K	0	–	Closed
2732	ABI Abrams Bison Investments Bethesda, Maryland	$0	-$76.2M	0	–	Closed
2733	ACI Advance Capital I Southfield, Michigan	$0	-$1.79M	0	–	Closed
2734	Appaloosa LP Short Hills, New Jersey	$0	-$35.6M	0	–	Closed
2735	AF Aristotle Fund Portland, Maine	$0	-$462K	0	–	Closed
2736	ACM Avalon Capital Management Port Of Redwood City, California	$0	-$894K	0	–	Closed
2737	BFS Baskin Financial Services Toronto, Ontario, Canada	$0	-$215K	0	–	Closed
2738	BDCM Black Diamond Capital Management Stamford, Connecticut	$0	-$20M	0	–	Closed
2739	BCM Brigade Capital Management New York	$0	-$12.4M	0	–	Closed
2740	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$0	-$26.2M	0	–	Closed
2741	CL Chubb Ltd Zurich, Switzerland	$0	-$2.71M	0	–	Closed
2742	CCM Contrarian Capital Management Greenwich, Connecticut	$0	-$1.58M	0	–	Closed
2743	CCM Crestwood Capital Management New York	$0	-$12.9M	0	–	Closed
2744	DAM Deimos Asset Management Purchase, New York	$0	-$2.99M	0	–	Closed
2745	DP DSAM Partners London, United Kingdom	$0	-$15.8M	0	–	Closed
2746	EA Ecofin Advisors London, United Kingdom	$0	-$6.62M	0	–	Closed
2747	Egerton Capital (UK) London, United Kingdom	$0	-$130M	0	–	Closed
2748	EA Euclid Advisors Hartford, Connecticut	$0	-$80.7M	0	–	Closed
2749	FAS Formuepleje A/S Aarhus C, Denmark	$0	-$15.2M	0	–	Closed
2750	FAM Foundation Asset Management White Plains, New York	$0	-$12.2M	0	–	Closed