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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
3651	OCM Ovata Capital Management Hong Kong	$0	-$264K	–	Closed
3652	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$0	-$208K	–	Closed
3653	PFM Patton Fund Management Dallas, Texas	$0	-$581K	–	Closed
3654	PPWM PFG Private Wealth Management Lutz, Florida	$0	-$298K	–	Closed
3655	PCM Pinz Capital Management New York	$0	-$2.96M	–	Closed
3656	PL Polianta Ltd St Helier, Jersey	$0	-$953K	–	Closed
3657	PCM Portolan Capital Management Boston, Massachusetts	$0	-$5.71M	–	Closed
3658	PAG Private Advisory Group Redmond, Washington	$0	-$4.06M	–	Closed
3659	PCMC Private Capital Management (Colorado) Denver, Colorado	$0	-$308K	–	Closed
3660	RBCM Raub Brock Capital Management Larkspur, California	$0	-$145K	–	Closed
3661	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$3.9M	–	Closed
3662	RP Regal Partners Sydney, NSW, Australia	$0	-$32M	–	Closed
3663	RWA RGT Wealth Advisors Dallas, Texas	$0	-$84K	–	Closed
3664	Rothschild & Co Wealth Management (UK) London, United Kingdom	$0	-$9K	–	Closed
3665	RC Roubaix Capital Denver, Colorado	$0	-$1.03M	–	Closed
3666	SC Schoolcraft Capital Boulder, Colorado	$0	-$296K	–	Closed
3667	SAM Scion Asset Management Saratoga, California	$0	-$5.39M	–	Closed
3668	SCM SG Capital Management Chicago, Illinois	$0	-$10M	–	Closed
3669	SA Shilanski & Associates Anchorage, Alaska	$0	-$1.58M	–	Closed
3670	SA Silversage Advisors Irvine, California	$0	-$283K	–	Closed
3671	SDH Sloy Dahl & Holst Vancouver, Washington	$0	-$206K	–	Closed
3672	SCM Smith Capital Management Little Rock, Arkansas	$0	-$212K	–	Closed
3673	SCM Soros Capital Management New York	$0	-$1.53M	–	Closed
3674	SMFS Squar Milner Financial Services Irvine, California	$0	-$2.27M	–	Closed
3675	SIM Sterling Investment Management Tucson, Arizona	$0	-$3.11M	–	Closed