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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
4076	E. Ohman J:or Asset Management Stockholm, Sweden	$0	-$1.75M	–	Closed
4077	EFG Everhart Financial Group Dublin, Ohio	$0	-$204K	–	Closed
4078	FFA Fi3 Financial Advisors Indianapolis, Indiana	$0	-$211K	–	Closed
4079	FTA Financial & Tax Architects St Louis, Missouri	$0	-$372K	–	Closed
4080	FCM FJ Capital Management Mclean, Virginia	$0	-$2.77M	–	Closed
4081	FPW Flagship Private Wealth Woburn, Massachusetts	$0	-$89K	–	Closed
4082	FA Friess Associates Greenville, Delaware	$0	-$2.36M	–	Closed
4083	FFM Fullerton Fund Management Singapore	$0	-$529K	–	Closed
4084	Fund Evaluation Group Cincinnati, Ohio	$0	-$135K	–	Closed
4085	G Gainplan Bloomfield Hills, Michigan	$0	-$433K	–	Closed
4086	GAM Grandview Asset Management Harrisburg, Pennsylvania	$0	-$4.27M	–	Closed
4087	GA Greytown Advisors Miami, Florida	$0	-$410K	–	Closed
4088	GSC Ground Swell Capital Folly Beach, South Carolina	$0	-$257K	–	Closed
4089	GAM GVO Asset Management Zug, Switzerland	$0	-$288K	–	Closed
4090	HCM Hahn Capital Management Walnut Creek, California	$0	-$14M	–	Closed
4091	HAM Harber Asset Management Asheville, North Carolina	$0	-$1.8M	–	Closed
4092	HC Hatton Consulting Phoenix, Arizona	$0	-$283K	–	Closed
4093	HR Hayden Royal Charlotte, North Carolina	$0	-$2.47M	–	Closed
4094	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$3.53M	–	Closed
4095	HCM Hitchwood Capital Management New York	$0	-$35.9M	–	Closed
4096	HHGC Hunting Hill Global Capital New York	$0	-$1.21M	–	Closed
4097	ICM Invenomic Capital Management Boston, Massachusetts	$0	-$8.38M	–	Closed
4098	IM Islet Management New York	$0	-$22.7M	–	Closed
4099	IG Ithaka Group Arlington, Virginia	$0	-$4.85M	–	Closed
4100	JPG Jordan Park Group San Francisco, California	$0	-$239K	–	Closed