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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
3401	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$116K	–	Closed
3402	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$0	-$197K	–	Closed
3403	BM Bridger Management New York	$0	-$37.2M	–	Closed
3404	BRF B. Riley Financial Los Angeles, California	$0	-$319K	–	Closed
3405	BCM Brown Capital Management Baltimore, Maryland	$0	-$240K	–	Closed
3406	CCM Campbell Capital Management Miami, Florida	$0	-$2.54M	–	Closed
3407	CGM Centenus Global Management New York	$0	-$9.2M	–	Closed
3408	CIP Champlain Investment Partners Burlington, Vermont	$0	-$39.7M	–	Closed
3409	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$0	-$314K	–	Closed
3410	CCM Clearfield Capital Management New York	$0	-$22.7M	–	Closed
3411	CFG CMC Financial Group Atlanta, Georgia	$0	-$1.82M	–	Closed
3412	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$0	-$201K	–	Closed
3413	Construction & Building Unions Superannuation Fund Melbourne, Australia	$0	-$11.6M	–	Closed
3414	CH CVI Holdings Wilmington, Delaware	$0	-$1.86M	–	Closed
3415	CCP Cyrus Capital Partners New York	$0	-$1.91M	–	Closed
3416	DCM Daruma Capital Management New York	$0	-$41.2M	–	Closed
3417	EW Emerson Wealth Bloomfield Hills, Michigan	$0	-$1.74M	–	Closed
3418	EMR Errol M. Rudman	$0	-$36.2M	–	Closed
3419	FTI Fiduciary Trust International Lincoln, Massachusetts	$0	-$2.69M	–	Closed
3420	Findlay Park Partners London, United Kingdom	$0	-$145M	–	Closed
3421	FTCM First Trust Capital Management Chicago, Illinois	$0	-$2.13M	–	Closed
3422	Flossbach Von Storch Cologne, Germany	$0	-$10.4M	–	Closed
3423	FM Fondren Management Houston, Texas	$0	-$261K	–	Closed
3424	GPCM Greenbrier Partners Capital Management Dallas, Texas	$0	-$3.81M	–	Closed
3425	GIM Greenwich Investment Management Norwalk, Connecticut	$0	-$127K	–	Closed