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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
2901	FC Fairpointe Capital Chicago, Illinois	$0	-$243K	–	Closed
2902	FWM FFT Wealth Management Philadelphia, Pennsylvania	$0	-$591K	–	Closed
2903	FSA Financial Sense Advisors San Diego, California	$0	-$924K	–	Closed
2904	FLII First Long Island Investors Jericho, New York	$0	-$8.2M	–	Closed
2905	FAM Flaharty Asset Management Clearwater, Florida	$0	-$207	–	Closed
2906	FL Fort LP Chevy Chase, Maryland	$0	-$2.4M	–	Closed
2907	FO FT Options Chicago, Illinois	$0	-$159K	–	Closed
2908	GCM Glaxis Capital Management Sarasota, Florida	$0	-$734K	–	Closed
2909	GQG Partners Ft. Lauderdale, Florida	$0	-$5.27M	–	Closed
2910	Graham Capital Management Rowayton, Connecticut	$0	-$1.85M	–	Closed
2911	GJCM Grand Jean Capital Management San Francisco, California	$0	-$230K	–	Closed
2912	HIS Horizon Investment Services Hammond, Indiana	$0	-$2.52M	–	Closed
2913	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$1.42M	–	Closed
2914	IAS INR Advisory Services Media, Pennsylvania	$0	-$14K	–	Closed
2915	JGC J. Goldman & Co New York	$0	-$5.9M	–	Closed
2916	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$0	-$15.3M	–	Closed
2917	KHCM Kettle Hill Capital Management New York	$0	-$403K	–	Closed
2918	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$1.75M	–	Closed
2919	Maverick Capital Dallas, Texas	$0	-$3.99M	–	Closed
2920	Montrusco Bolton Investments Montreal, Quebec, Canada	$0	-$416K	–	Closed
2921	NCGI Next Century Growth Investors Plymouth, Minnesota	$0	-$6.86M	–	Closed
2922	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$9.36M	–	Closed
2923	Orgel Wealth Management Altoona, Wisconsin	$0	-$231K	–	Closed
2924	Park Avenue Securities New York	$0	-$1.89M	–	Closed
2925	PAS Point72 Asia (Singapore) Singapore	$0	-$15.9M	–	Closed