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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
3151	CCPM Cooper Creek Partners Management New York	$0	-$1.24M	–	Closed
3152	CFC Coyle Financial Counsel Glenview, Illinois	$0	-$208K	–	Closed
3153	CH CVI Holdings Wilmington, Delaware	$0	-$67K	–	Closed
3154	DP DDD Partners Bellevue, Washington	$0	-$3.44M	–	Closed
3155	DC Diametric Capital Boston, Massachusetts	$0	-$1.37M	–	Closed
3156	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$0	-$2.59M	–	Closed
3157	DFIG Dragon Financial & Investment Group San Mateo, California	$0	-$167K	–	Closed
3158	DP DSAM Partners London, United Kingdom	$0	-$1.36M	–	Closed
3159	Eagle Capital Management (New York) New York	$0	-$522K	–	Closed
3160	ESCM Echo Street Capital Management New York	$0	-$7.99M	–	Closed
3161	Empowered Funds Havertown, Pennsylvania	$0	-$4.42M	–	Closed
3162	ECM Engine Capital Management New York	$0	-$2.09M	–	Closed
3163	ECAU Everett Capital Advisors (UK) London, United Kingdom	$0	-$3.15M	–	Closed
3164	FHAM Folger Hill Asset Management New York	$0	-$1.7M	–	Closed
3165	GCM Glendon Capital Management Santa Monica, California	$0	-$9.34M	–	Closed
3166	GCM Greywolf Capital Management Purchase, New York	$0	-$1.85M	–	Closed
3167	GIM Guild Investment Management Los Angeles, California	$0	-$1.58M	–	Closed
3168	HP Hartree Partners New York	$0	-$1.21M	–	Closed
3169	ICA Infrastructure Capital Advisors New York	$0	-$518K	–	Closed
3170	JCM Jafra Capital Management New York	$0	-$7.45M	–	Closed
3171	JCM JD Capital Management Darien, Connecticut	$0	-$8.17M	–	Closed
3172	JAM Jolley Asset Management Rocky Mount, North Carolina	$0	-$414K	–	Closed
3173	KCM Kingdon Capital Management New York	$0	-$9.77M	–	Closed
3174	MCM Marcato Capital Management San Francisco, California	$0	-$53M	–	Closed
3175	Masters Capital Management Atlanta, Georgia	$0	-$6.59M	–	Closed