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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
4101	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$0	-$8.45M	–	Closed
4102	CCI Credit Capital Investments Livingston, New Jersey	$0	-$394K	–	Closed
4103	CFP Curran Financial Partners Daniel Island, South Carolina	$0	-$203K	–	Closed
4104	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$0	-$1.97M	–	Closed
4105	DP Divergent Planning Bethesda, Maryland	$0	-$207K	–	Closed
4106	FCIM Fairview Capital Investment Management Greenbrae, California	$0	-$138K	–	Closed
4107	FNB Farmers National Bank Danville, Kentucky	$0	-$8.38M	–	Closed
4108	FC Ferris Capital Marlborough, Massachusetts	$0	-$3.41M	–	Closed
4109	FLAM First Light Asset Management Edina, Minnesota	$0	-$1M	–	Closed
4110	Flow Traders U.S. New York	$0	-$379K	–	Closed
4111	FFIM Founders Fund III Management San Francisco, California	$0	-$515M	–	Closed
4112	FFIM Founders Fund II Management San Francisco, California	$0	-$496M	–	Closed
4113	FFW Fusion Family Wealth Woodbury, New York	$0	-$1K	–	Closed
4114	GCA Genesee Capital Advisors Auburn, New York	$0	-$1.44M	–	Closed
4115	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$0	-$105K	–	Closed
4116	HI Harrington Investments Napa, California	$0	-$275K	–	Closed
4117	HA HC Advisors Sandy Springs, Georgia	$0	-$139K	–	Closed
4118	HRES Heitman Real Estate Securities Chicago, Illinois	$0	-$34.2M	–	Closed
4119	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$0	-$276K	–	Closed
4120	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$0	-$586K	–	Closed
4121	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$186K	–	Closed
4122	HI Human Investing Lake Oswego, Oregon	$0	-$271K	–	Closed
4123	IA IAM Advisory Easton, Pennsylvania	$0	-$3.06M	–	Closed
4124	IP Innovative Portfolios Indianapolis, Indiana	$0	-$253K	–	Closed
4125	IWA Inspirion Wealth Advisors Libertyville, Illinois	$0	-$143K	–	Closed