← 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
3726	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$0	-$220K	–	Closed
3727	RC Roubaix Capital Denver, Colorado	$0	-$7.06M	–	Closed
3728	RCM RVB Capital Management Great Neck, New York	$0	-$1.49M	–	Closed
3729	SM Sabby Management Miami Beach, Florida	$0	-$269K	–	Closed
3730	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$0	-$36K	–	Closed
3731	SCA Sander Capital Advisors Seattle, Washington	$0	-$1.98M	–	Closed
3732	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$0	-$9.77M	–	Closed
3733	SI SCP Investment Orinda, California	$0	-$1.28M	–	Closed
3734	SH SeaTown Holdings Singapore	$0	-$46M	–	Closed
3735	SI Sensato Investors San Francisco, California	$0	-$694K	–	Closed
3736	SC Shellback Capital Boston, Massachusetts	$0	-$5.43M	–	Closed
3737	SAM Silphium Asset Management London, United Kingdom	$0	-$536K	–	Closed
3738	Slate Path Capital New York	$0	-$92.5M	–	Closed
3739	SAS Stelac Advisory Services New York	$0	-$604K	–	Closed
3740	SRCM Swift Run Capital Management Charlottesville, Virginia	$0	-$206K	–	Closed
3741	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$0	-$1.45M	–	Closed
3742	TAM TFG Asset Management Grand Cayman, Cayman Islands	$0	-$3.56M	–	Closed
3743	TA Thor Advisors New York	$0	-$1.96M	–	Closed
3744	TAL TIG Advisors LLC New York	$0	-$15.2M	–	Closed
3745	TL TowerView LLC New York	$0	-$125K	–	Closed
3746	TC TradeLink Capital Chicago, Illinois	$0	-$835K	–	Closed
3747	TMC Trellus Management Company Delray Beach, Florida	$0	-$383K	–	Closed
3748	TCG Tremblant Capital Group West Palm Beach, Florida	$0	-$12.1M	–	Closed
3749	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$3.34M	–	Closed
3750	VCM V3 Capital Management Dallas, Texas	$0	-$24.2M	–	Closed