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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
3626	GM GeoWealth Management Chicago, Illinois	$0	-$378K	–	Closed
3627	GCA Gideon Capital Advisors New York	$0	-$8.57M	–	Closed
3628	Glenview Capital Management New York	$0	-$136M	–	Closed
3629	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$0	-$414K	–	Closed
3630	GTP Global Thematic Partners New York	$0	-$16.7M	–	Closed
3631	GC Grace Capital Quincy, Massachusetts	$0	-$260K	–	Closed
3632	GAM Grandview Asset Management Harrisburg, Pennsylvania	$0	-$10.9M	–	Closed
3633	GLI Guardian Life Insurance New York	$0	-$2.48M	–	Closed
3634	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$0	-$365K	–	Closed
3635	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$1.44M	–	Closed
3636	HC Hamilton Capital Columbus, Ohio	$0	-$243K	–	Closed
3637	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$0	-$441K	–	Closed
3638	HP Harvey Partners Tarrytown, New York	$0	-$4.6M	–	Closed
3639	HBK Investments Dallas, Texas	$0	-$23.5M	–	Closed
3640	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$1.01M	–	Closed
3641	HIP Hengistbury Investment Partners London, United Kingdom	$0	-$136M	–	Closed
3642	Hershey Trust Company Hershey, Pennsylvania	$0	-$889K	–	Closed
3643	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$0	-$342K	–	Closed
3644	HCM Hitchwood Capital Management New York	$0	-$122M	–	Closed
3645	HCM Horan Capital Management Hunt Valley, Maryland	$0	-$1.02M	–	Closed
3646	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$0	-$319K	–	Closed
3647	II Ibex Investors Denver, Colorado	$0	-$551K	–	Closed
3648	ICM III Capital Management Boca Raton, Florida	$0	-$9K	–	Closed
3649	IAM Impala Asset Management Palm Beach, Florida	$0	-$63.9M	–	Closed
3650	Impax Asset Management Group London, United Kingdom	$0	-$2.29M	–	Closed