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 | |
|---|---|---|---|---|---|---|---|
| 3776 |
WWM
WJ Wealth Management
Glendale,
Arizona
| $0 | -$1.2M | 0 | – | Closed |
|
| 3777 |
WCWM
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $0 | -$278K | 0 | – | Closed |
|
| 3778 |
Xponance
Philadelphia,
Pennsylvania
| $0 | -$817K | 0 | – | Closed |
|
| 3779 |
YCM
Yost Capital Management
Houston,
Texas
| $0 | -$12.3M | 0 | – | Closed |
|
| 3780 |
ZF
Zhang Financial
Portage,
Michigan
| $0 | -$697K | 0 | – | Closed |
|
| 3781 |
ZDA
Zweig-DiMenna Associates
New York
| $0 | -$12.7M | 0 | – | Closed |
|