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 | |
|---|---|---|---|---|---|---|---|
| 2826 |
SFP
Santa Fe Partners
Santa Fe,
New Mexico
| $0 | -$13.9M | 0 | – | Closed |
|
| 2827 |
Soros Fund Management
New York
| $0 | -$613K | 0 | – | Closed |
|
| 2828 |
SSG
Summit Securities Group
New York
| $0 | -$22.7M | 0 | – | Closed |
|
| 2829 |
TCM
TCS Capital Management
New York
| $0 | -$3.23M | 0 | – | Closed |
|
| 2830 |
Tiger Global Management
New York
| $0 | -$279M | 0 | – | Closed |
|
| 2831 |
TA
TMD & Associates
Scottsdale,
Arizona
| $0 | -$335K | 0 | – | Closed |
|
| 2832 |
Tortoise Capital Advisors
Overland Park,
Kansas
| $0 | $0 | 0 | – | Closed |
|
| 2833 |
TCM
Tran Capital Management
San Rafael,
California
| $0 | -$14.7M | 0 | – | Closed |
|
| 2834 |
TI
Trigran Investments
Northbrook,
Illinois
| $0 | -$24M | 0 | – | Closed |
|
| 2835 |
Whitebox Advisors
Minneapolis,
Minnesota
| $0 | -$3.83M | 0 | – | Closed |
|
| 2836 |
WI
WHV Investments
San Francisco,
California
| $0 | -$1.68M | 0 | – | Closed |
|
| 2837 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
| $0 | -$693K | 0 | – | Closed |
|
| 2838 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $0 | -$621K | 0 | – | Closed |
|