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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
3726	RIS Retirement Income Solutions Ann Arbor, Michigan	$0	-$222K	–	Closed
3727	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$0	-$212K	–	Closed
3728	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$0	-$5.28M	–	Closed
3729	River Road Asset Management Louisville, Kentucky	$0	-$2.01M	–	Closed
3730	RA Riverstone Advisors New Braunfels, Texas	$0	-$6.99M	–	Closed
3731	RWRC R.W. Roge & Company Bohemia, New York	$0	-$468K	–	Closed
3732	SM Scoggin Management New York	$0	-$2.25M	–	Closed
3733	SFS Searcy Financial Services Overland Park, Kansas	$0	-$250K	–	Closed
3734	SIG Senator Investment Group New York	$0	-$224M	–	Closed
3735	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$0	-$991K	–	Closed
3736	SM SG3 Management Dorado, Puerto Rico	$0	-$30K	–	Closed
3737	SCM Shaolin Capital Management Miami, Florida	$0	-$10.2M	–	Closed
3738	SHJ Sharkey, Howes & Javer Denver, Colorado	$0	-$276K	–	Closed
3739	SA Sicart Associates New York	$0	-$315K	–	Closed
3740	SL Signition LP New York	$0	-$355K	–	Closed
3741	SDH Sloy Dahl & Holst Vancouver, Washington	$0	-$632K	–	Closed
3742	SG Somerset Group Wayzata, Minnesota	$0	-$214K	–	Closed
3743	SM Southport Management Wilson, Wyoming	$0	-$354K	–	Closed
3744	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$0	-$279K	–	Closed
3745	SCI Stableford Capital II Scottsdale, Arizona	$0	-$2.86M	–	Closed
3746	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$31.6M	–	Closed
3747	SCM Stordahl Capital Management Greenwood Village, Colorado	$0	-$247K	–	Closed
3748	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$0	-$261K	–	Closed
3749	SFG Sunburst Financial Group Vestavia Hills, Alabama	$0	-$633K	–	Closed
3750	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$878K	–	Closed