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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
3451	PGH Partners Group Holding Baar-Zug, Switzerland	$0	-$892K	–	Closed
3452	PPW Pasadena Private Wealth Pasadena, California	$0	-$1K	–	Closed
3453	PGGM Investments Zeist, Netherlands	$0	-$23.6M	–	Closed
3454	PA Planning Alternatives Birmingham, Michigan	$0	-$217K	–	Closed
3455	PL Polianta Ltd St Helier, Jersey	$0	-$2.2M	–	Closed
3456	QGA Q Global Advisors Fort Worth, Texas	$0	-$3M	–	Closed
3457	QFA Quattro Financial Advisors The Woodlands, Texas	$0	-$2.45M	–	Closed
3458	QAM Questar Asset Management Minneapolis, Minnesota	$0	-$582K	–	Closed
3459	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$2.07M	–	Closed
3460	RAM Redmond Asset Management Henrico, Virginia	$0	-$271K	–	Closed
3461	RR Robotti Robert	$0	-$19K	–	Closed
3462	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$0	-$1.99M	–	Closed
3463	RCM Roystone Capital Management New York	$0	-$26.8M	–	Closed
3464	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$230K	–	Closed
3465	SCM SIR Capital Management New York	$0	-$2.37M	–	Closed
3466	SCM Sitrin Capital Management Century City, California	$0	-$5.71M	–	Closed
3467	SCM SKBA Capital Management San Francisco, California	$0	-$5.86M	–	Closed
3468	SSM Sound Shore Management Greenwich, Connecticut	$0	-$102M	–	Closed
3469	SA SPO Advisory San Anselmo, California	$0	-$333M	–	Closed
3470	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$0	-$1.51M	–	Closed
3471	SGS Sterling Global Strategies Carlsbad, California	$0	-$475K	–	Closed
3472	SCH Sylebra Capital (HK) Hong Kong	$0	-$11.4M	–	Closed
3473	SCM Symons Capital Management Pittsburgh, Pennsylvania	$0	-$7.26M	–	Closed
3474	SCP Syntal Capital Partners Midland, Texas	$0	-$139K	–	Closed
3475	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$0	-$236K	–	Closed