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 | |
|---|---|---|---|---|---|---|---|
| 4076 |
TP
Truvvo Partners
New York
| $0 | -$250K | 0 | – | Closed |
|
| 4077 |
VU
Vanderbilt University
Nashville,
Tennessee
| $0 | -$859K | 0 | – | Closed |
|
| 4078 |
VAM
Velanne Asset Management
London,
United Kingdom
| $0 | -$5.98M | 0 | – | Closed |
|
| 4079 |
VIM
Veritas Investment Management
London,
United Kingdom
| $0 | -$158K | 0 | – | Closed |
|
| 4080 |
VCA
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $0 | -$7.4M | 0 | – | Closed |
|
| 4081 |
XS
XR Securities
Chicago,
Illinois
| $0 | -$136K | 0 | – | Closed |
|
| 4082 |
YCMGA
York Capital Management Global Advisors
New York
| $0 | -$5.35M | 0 | – | Closed |
|