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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
3351	AAM Augustine Asset Management Jacksonville, Florida	$0	-$308K	–	Closed
3352	BO Bach Option Wanchai, Hong Kong	$0	-$314K	–	Closed
3353	BA Ballew Advisors Jackson, Mississippi	$0	-$363K	–	Closed
3354	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$51.4M	–	Closed
3355	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$166K	–	Closed
3356	BMM Berkshire Money Management Dalton, Massachusetts	$0	-$294K	–	Closed
3357	BRC Bishop Rock Capital New York	$0	-$615K	–	Closed
3358	Blackstone Inc New York	$0	-$888K	–	Closed
3359	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$8.08M	–	Closed
3360	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$293K	–	Closed
3361	BAM Boyar Asset Management New York	$0	-$247K	–	Closed
3362	CC Cannell Capital Alta, Wyoming	$0	-$1.23M	–	Closed
3363	CCA Canyon Capital Advisors Dallas, Texas	$0	-$201M	–	Closed
3364	CRWM Castle Rock Wealth Management Walnut Creek, California	$0	-$1.08M	–	Closed
3365	CS Central Securities New York	$0	-$5.64M	–	Closed
3366	Check Capital Management Costa Mesa, California	$0	-$28.1M	–	Closed
3367	CIM Chiron Investment Management New York	$0	-$30.8M	–	Closed
3368	Circle Wealth Management Summit, New Jersey	$0	-$209K	–	Closed
3369	CEI Clark Estates Inc New York	$0	-$17M	–	Closed
3370	CCI Columbus Circle Investors	$0	-$21.1M	–	Closed
3371	CCM Concourse Capital Management Atlanta, Georgia	$0	-$90K	–	Closed
3372	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$0	-$210K	–	Closed
3373	CI Cooper Investors Melbourne, Victoria, Australia	$0	-$10.3M	–	Closed
3374	CPH C Partners Holding Zurich, Switzerland	$0	-$376K	–	Closed
3375	CCM Crabel Capital Management Los Angeles, California	$0	-$254K	–	Closed