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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
3751	SAM Symphony Asset Management San Francisco, California	$0	-$3.35M	–	Closed
3752	TWM Tanglewood Wealth Management Houston, Texas	$0	-$240K	–	Closed
3753	TCI Fund Management London, United Kingdom	$0	-$108M	–	Closed
3754	TEE Tibra Equities Europe London, United Kingdom	$0	-$3.11M	–	Closed
3755	TEC Tiger Eye Capital Nashville, Tennessee	$0	-$36.7M	–	Closed
3756	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$0	-$311K	–	Closed
3757	TWM TLW Wealth Management Indian Rocks Beach, Florida	$0	-$3.97M	–	Closed
3758	TFA Tobias Financial Advisors Plantation, Florida	$0	-$250K	–	Closed
3759	TWM Tolleson Wealth Management Dallas, Texas	$0	-$389K	–	Closed
3760	TCWM Total Clarity Wealth Management St. Charles, Illinois	$0	-$1.22M	–	Closed
3761	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$784K	–	Closed
3762	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$0	-$362K	–	Closed
3763	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$0	-$34.3M	–	Closed
3764	VIG Vienna Insurance Group Warsaw, Poland	$0	-$1.52M	–	Closed
3765	VWM Vigilare Wealth Management Scottsdale, Arizona	$0	-$1.9M	–	Closed
3766	Viking Global Investors Stamford, Connecticut	$0	-$221M	–	Closed
3767	VNB Virginia National Bank Charlottesville, Virginia	$0	-$4.87M	–	Closed
3768	VCM Virtue Capital Management Brentwood, Tennessee	$0	-$2.94M	–	Closed
3769	VCP Vista Capital Partners Portland, Oregon	$0	-$223K	–	Closed
3770	Voleon Capital Management Berkeley, California	$0	-$9.31M	–	Closed
3771	WCG Wall Capital Group Phoenix, Arizona	$0	-$147K	–	Closed
3772	WA Wealth Advisors Rancho Santa Fe, California	$0	-$429K	–	Closed
3773	WP Wedgewood Partners St Louis, Missouri	$0	-$407K	–	Closed
3774	W.H. Reaves & Co Jersey City, New Jersey	$0	-$219K	–	Closed
3775	Winslow Capital Management Minneapolis, Minnesota	$0	-$500M	–	Closed