← All themes

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
3551	AA Altman Advisors Chicago, Illinois	$0	-$1.58M	–	Closed
3552	AAM American Asset Management Boca Raton, Florida	$0	-$3.84M	–	Closed
3553	ABC Anchor Bolt Capital Chicago, Illinois	$0	-$22.5M	–	Closed
3554	AAM Arabesque Asset Management London, United Kingdom	$0	-$426K	–	Closed
3555	ARGA Investment Management Stamford, Connecticut	$0	-$1.53M	–	Closed
3556	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$10M	–	Closed
3557	ARTA A.R.T. Advisors New York	$0	-$51.8M	–	Closed
3558	ACP Atalan Capital Partners New York	$0	-$22.4M	–	Closed
3559	AC Athanor Capital New York	$0	-$1.64M	–	Closed
3560	AA Aufman Associates Sewickley, Pennsylvania	$0	-$365K	–	Closed
3561	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$631K	–	Closed
3562	BIM Beach Investment Management West Conshohocken, Pennsylvania	$0	-$668K	–	Closed
3563	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$0	-$2.49M	–	Closed
3564	BWA Beam Wealth Advisors Covington, Louisiana	$0	-$1.7M	–	Closed
3565	BCM Beck Capital Management Austin, Texas	$0	-$1.93M	–	Closed
3566	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$222K	–	Closed
3567	BCP Berkeley Capital Partners Milton, Georgia	$0	-$1.29M	–	Closed
3568	BlueCrest Capital Management St Helier, Jersey	$0	-$10.3M	–	Closed
3569	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$0	-$260K	–	Closed
3570	BSAM Blue Square Asset Management New York	$0	-$2.88M	–	Closed
3571	BI Bramshill Investments Naples, Florida	$0	-$675K	–	Closed
3572	BFP Briaud Financial Planning College Station, Texas	$0	-$365K	–	Closed
3573	BCC Bridge City Capital Lake Oswego, Oregon	$0	-$5.94M	–	Closed
3574	BRF B. Riley Financial Los Angeles, California	$0	-$304K	–	Closed
3575	BC Brio Consultants San Francisco, California	$0	-$383K	–	Closed