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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
3376	CAS Cue Advisory Services Phoenix, Arizona	$0	-$6.37M	–	Closed
3377	DPA Delphi Private Advisors San Diego, California	$0	-$33K	–	Closed
3378	DWA Divergent Wealth Advisors South Jordan, Utah	$0	-$237K	–	Closed
3379	DF Donoghue Forlines Boston, Massachusetts	$0	-$15.5M	–	Closed
3380	DS Dudley & Shanley Palm Beach, Florida	$0	-$919K	–	Closed
3381	Dynasty Wealth Management St. Petersburg, Florida	$0	-$982K	–	Closed
3382	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$539K	–	Closed
3383	EWF Epstein & White Financial San Diego, California	$0	-$209K	–	Closed
3384	EAM Exane Asset Management Paris, France	$0	-$287K	–	Closed
3385	FPC Falcon Point Capital San Francisco, California	$0	-$240K	–	Closed
3386	FM Forward Management San Francisco, California	$0	-$2.46M	–	Closed
3387	FRM Foundation Resource Management Little Rock, Arkansas	$0	-$245K	–	Closed
3388	FCM Freshford Capital Management Rye Brook, New York	$0	-$48.5M	–	Closed
3389	Fund Evaluation Group Cincinnati, Ohio	$0	-$6.79M	–	Closed
3390	GIPM G2 Investment Partners Management New York	$0	-$7.6M	–	Closed
3391	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	-$1.56M	–	Closed
3392	GI Glovista Investments Jersey City, New Jersey	$0	-$242K	–	Closed
3393	GC GMT Capital Atlanta, Georgia	$0	-$346K	–	Closed
3394	GIM Greystone Investment Management Cincinnati, Ohio	$0	-$231K	–	Closed
3395	HC Hamilton Capital Columbus, Ohio	$0	-$214K	–	Closed
3396	HP Harvey Partners Tarrytown, New York	$0	-$4.85M	–	Closed
3397	HA Hays Advisory Franklin, Tennessee	$0	-$300K	–	Closed
3398	HFA HC Financial Advisors Lafayette, California	$0	-$4.12M	–	Closed
3399	HIP Hengistbury Investment Partners London, United Kingdom	$0	-$89M	–	Closed
3400	HFA Huber Financial Advisors Lincolnshire, Illinois	$0	-$433K	–	Closed