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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	CWM Cahaba Wealth Management Atlanta, Georgia	$0	-$90K	–	Closed
3602	CFG Cambridge Financial Group Columbus, Ohio	$0	-$2.6M	–	Closed
3603	CGM Capital Growth Management Boston, Massachusetts	$0	-$25.6M	–	Closed
3604	CIA Capital Impact Advisors Boston, Massachusetts	$0	-$1.7M	–	Closed
3605	CM Capital Management Glen Allen, Virginia	$0	-$263K	–	Closed
3606	Castle Hook Partners New York	$0	-$35M	–	Closed
3607	CI Cavalier Investments Alpharetta, Georgia	$0	-$2.98M	–	Closed
3608	CMG Cavalry Management Group San Francisco, California	$0	-$7K	–	Closed
3609	CWM Cedar Wealth Management Walnut Creek, California	$0	-$282K	–	Closed
3610	CGM Centenus Global Management New York	$0	-$2.99M	–	Closed
3611	CI Centerstone Investors New York	$0	-$3.14M	–	Closed
3612	CIM CenturyLink Investment Management Denver, Colorado	$0	-$5.17M	–	Closed
3613	CC Cognios Capital Leawood, Kansas	$0	-$3.72M	–	Closed
3614	CC Cowbird Capital New York	$0	-$3.04M	–	Closed
3615	CVSCT C.V. Starr & Co Trust New York	$0	-$13.1M	–	Closed
3616	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$0	-$169M	–	Closed
3617	DVF Discovery Value Fund Singapore	$0	-$8.44M	–	Closed
3618	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$0	-$4.16M	–	Closed
3619	DAM DLD Asset Management New York	$0	-$29.6M	–	Closed
3620	DL DOHJ LLC Seattle, Washington	$0	-$475K	–	Closed
3621	DP Dundas Partners Edinburgh, United Kingdom	$0	-$14.2M	–	Closed
3622	EA Echinus Advisors New York	$0	-$20.3M	–	Closed
3623	Element Capital Management New York	$0	-$4.93M	–	Closed
3624	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$9.21M	–	Closed
3625	ECM Empirical Capital Management Hendersonville, Tennessee	$0	-$895K	–	Closed