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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
3601	CM Crestline Management Fort Worth, Texas	$0	-$19.4M	–	Closed
3602	CCM Cutler Capital Management Worcester, Massachusetts	$0	-$120K	–	Closed
3603	CCP Cyrus Capital Partners New York	$0	-$1.15M	–	Closed
3604	DLG Daniel L. Goodwin	$0	-$762K	–	Closed
3605	DCP Darsana Capital Partners New York	$0	-$83.9M	–	Closed
3606	DCM Decatur Capital Management Decatur, Georgia	$0	-$6.33M	–	Closed
3607	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$416K	–	Closed
3608	DF Donoghue Forlines Boston, Massachusetts	$0	-$1.45M	–	Closed
3609	DP DSAM Partners London, United Kingdom	$0	-$19.3M	–	Closed
3610	DA DSC Advisors Chicago, Illinois	$0	-$1.67M	–	Closed
3611	DA Duality Advisers Miami, Florida	$0	-$61.3M	–	Closed
3612	ESCM Echo Street Capital Management New York	$0	-$17.1M	–	Closed
3613	EA Ecofin Advisors London, United Kingdom	$0	-$6.54M	–	Closed
3614	Egerton Capital (UK) London, United Kingdom	$0	-$396M	–	Closed
3615	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$0	-$10.3M	–	Closed
3616	EFL ERn Financial LLC Middleton, Wisconsin	$0	-$1.07M	–	Closed
3617	FP Fiduciary Planning Englewood, Florida	$0	-$434K	–	Closed
3618	F Filament Seattle, Washington	$0	-$326K	–	Closed
3619	FTCM Fir Tree Capital Management New York	$0	-$38.7M	–	Closed
3620	Flossbach Von Storch Cologne, Germany	$0	-$331K	–	Closed
3621	FCM Fortis Capital Management Bellevue, Washington	$0	-$1.65M	–	Closed
3622	FIG Fortress Investment Group New York	$0	-$9.2M	–	Closed
3623	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$0	-$163K	–	Closed
3624	FRM Foundation Resource Management Little Rock, Arkansas	$0	-$262K	–	Closed
3625	FIG FundX Investment Group San Francisco, California	$0	-$543K	–	Closed