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
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 3751 |
ValueAct Holdings
San Francisco,
California
| $0 | -$9.83M | 0 | – | Closed |
|
| 3752 |
VIA
Vantis Investment Advisers
Miami,
Florida
| $0 | -$7.68M | 0 | – | Closed |
|
| 3753 |
VR
Viridian RIA
Bothell,
Washington
| $0 | -$285K | 0 | – | Closed |
|
| 3754 |
WCP
Welch Capital Partners
Harrison,
New York
| $0 | -$677K | 0 | – | Closed |
|
| 3755 |
WA
WESPAC Advisors
Orinda,
California
| $0 | -$418K | 0 | – | Closed |
|
| 3756 |
WestEnd Advisors
Charlotte,
North Carolina
| $0 | -$1.28K | 0 | – | Closed |
|
| 3757 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
| $0 | -$89K | 0 | – | Closed |
|