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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
4126	MG MilWealth Group Milwaukee, Wisconsin	$0	-$2.16K	–	Closed
4127	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$0	-$1.37M	–	Closed
4128	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$0	-$285K	–	Closed
4129	MA Mosaic Advisors Houston, Texas	$0	-$352K	–	Closed
4130	MAM Myriad Asset Management North Point, Hong Kong	$0	-$99.9M	–	Closed
4131	NISOA National Investment Services of America Milwaukee, Wisconsin	$0	-$1.41M	–	Closed
4132	NWA Navis Wealth Advisors Rye Brook, New York	$0	-$381K	–	Closed
4133	NMC NEA Management Company Timonium, Maryland	$0	-$1.41M	–	Closed
4134	NCM Next Capital Management New York	$0	-$156K	–	Closed
4135	NOCM Night Owl Capital Management Greenwich, Connecticut	$0	-$5.92M	–	Closed
4136	NRCM Northern Right Capital Management Darien, Connecticut	$0	-$3.67M	–	Closed
4137	NIM NXG Investment Management Dallas, Texas	$0	-$804K	–	Closed
4138	OC Oakmont Corp Los Angeles, California	$0	-$81.3M	–	Closed
4139	OH Oikos Holdings New York	$0	-$99.2M	–	Closed
4140	OIS Okabena Investment Services Minneapolis, Minnesota	$0	-$11K	–	Closed
4141	OP Omni Partners London, United Kingdom	$0	-$7.34M	–	Closed
4142	Perceptive Advisors New York	$0	-$4.41M	–	Closed
4143	PS Planned Solutions Folsom, California	$0	-$390K	–	Closed
4144	PRWA Platte River Wealth Advisors Louisville, Colorado	$0	-$2.25M	–	Closed
4145	PointState Capital New York	$0	-$50.8M	–	Closed
4146	PCM Portolan Capital Management Boston, Massachusetts	$0	-$3.91M	–	Closed
4147	PWP Private Wealth Partners Mill Valley, California	$0	-$2M	–	Closed
4148	PSSGI P-STS SPV GP I San Francisco, California	$0	-$103M	–	Closed
4149	PSSGI P-STS SPV GP IA San Francisco, California	$0	-$433M	–	Closed
4150	QI QV Investors Calgary, Alberta, Canada	$0	-$55K	–	Closed