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	Theme Stocks	% of Portfolio	Status
3726	VW Vantage Wealth Pasadena, California	$0	-$8.47M	0	–	Closed
3727	VBFG Vishria Bird Financial Group Memphis, Tennessee	$0	-$257K	0	–	Closed
3728	VAG VisionPoint Advisory Group Dallas, Texas	$0	-$247K	0	–	Closed
3729	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$1.9M	0	–	Closed
3730	WI WBI Investments Red Bank, New Jersey	$0	-$3.72M	0	–	Closed
3731	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$68K	0	–	Closed
3732	Weiss Asset Management Boston, Massachusetts	$0	-$29.9M	0	–	Closed
3733	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$72.6M	0	–	Closed
3734	Whitebox Advisors Minneapolis, Minnesota	$0	-$90.8M	0	–	Closed
3735	WSC White Square Capital London, United Kingdom	$0	-$13.4M	0	–	Closed
3736	XS XR Securities Chicago, Illinois	$0	-$1.04M	0	–	Closed
3737	YCM Yakira Capital Management Westport, Connecticut	$0	-$2.97M	0	–	Closed
3738	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$0	-$4.18M	0	–	Closed
3739	Zevenbergen Capital Investments Edmonds, Washington	$0	-$364K	0	–	Closed