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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
3176	KLC Knowledge Leaders Capital Denver, Colorado	$0	-$63K	–	Closed
3177	LCM Legato Capital Management San Francisco, California	$0	-$1.18M	–	Closed
3178	LM Litespeed Management New York	$0	-$1.63M	–	Closed
3179	Masters Capital Management Atlanta, Georgia	$0	-$17.4M	–	Closed
3180	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$805K	–	Closed
3181	Montrusco Bolton Investments Montreal, Quebec, Canada	$0	-$3.25M	–	Closed
3182	NVIM New Vernon Investment Management Highland Park, Illinois	$0	-$282K	–	Closed
3183	NPPM North Point Portfolio Managers Orange Village, Ohio	$0	-$225K	–	Closed
3184	NA Nottingham Advisors Amherst, New York	$0	-$947K	–	Closed
3185	Old Mission Capital Chicago, Illinois	$0	-$1.3M	–	Closed
3186	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$1.68M	–	Closed
3187	OIM Orca Investment Management Roseburg, Oregon	$0	-$497K	–	Closed
3188	PSF Pacific Sun Financial Los Angeles, California	$0	-$589K	–	Closed
3189	PCM Palestra Capital Management New York	$0	-$66.4M	–	Closed
3190	PCC Park Circle Company Baltimore, Maryland	$0	-$19K	–	Closed
3191	PCM Peak Capital Management Greenwood Village, Colorado	$0	-$2.89M	–	Closed
3192	P8IP Pier 88 Investment Partners San Francisco, California	$0	-$473K	–	Closed
3193	PA Planning Alternatives Birmingham, Michigan	$0	-$419K	–	Closed
3194	PCM Price Capital Management Lafayette, Louisiana	$0	-$13.1M	–	Closed
3195	PAG Private Advisory Group Redmond, Washington	$0	-$401K	–	Closed
3196	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$0	-$777K	–	Closed
3197	Private Management Group Irvine, California	$0	-$287K	–	Closed
3198	QAM Quentec Asset Management New York	$0	-$21M	–	Closed
3199	RA Raffles Associates New York	$0	-$872K	–	Closed
3200	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$284K	–	Closed