← All themes

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
4151	SRCM Sage Rock Capital Management New York	$0	-$6.41M	–	Closed
4152	SC Sagil Capital London, United Kingdom	$0	-$3.03M	–	Closed
4153	SRC Samson Rock Capital London, United Kingdom	$0	-$3.85M	–	Closed
4154	SWM Sanctuary Wealth Management Pocatello, Idaho	$0	-$151K	–	Closed
4155	SCF Sante Capital Fund Austin, Texas	$0	-$3.17M	–	Closed
4156	SCA Sassicaia Capital Advisers Jericho, New York	$0	-$479K	–	Closed
4157	SL Savior LLC Wellesley Hills, Massachusetts	$0	-$252K	–	Closed
4158	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$0	-$210K	–	Closed
4159	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$0	-$197K	–	Closed
4160	SCM SG Capital Management Chicago, Illinois	$0	-$3.88M	–	Closed
4161	SCM Silverarc Capital Management Boston, Massachusetts	$0	-$78K	–	Closed
4162	SPP Single Point Partners Boston, Massachusetts	$0	-$1.89M	–	Closed
4163	SCM Soros Capital Management New York	$0	-$2.9M	–	Closed
4164	SM Southport Management Wilson, Wyoming	$0	-$487K	–	Closed
4165	Starboard Value New York	$0	-$4.99M	–	Closed
4166	SCA St. Clair Advisors Mayfield Hts, Ohio	$0	-$559K	–	Closed
4167	SMF Sterling Manor Financial Saratoga Springs, New York	$0	-$172K	–	Closed
4168	Sumitomo Mitsui Financial Group Tokyo, Japan	$0	-$12K	–	Closed
4169	SWG Summit Wealth Group White River Junction, Vermont	$0	-$8K	–	Closed
4170	SEM Suncoast Equity Management Tampa, Florida	$0	-$930K	–	Closed
4171	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$957K	–	Closed
4172	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$0	-$24.3M	–	Closed
4173	TI Telemetry Investments New York	$0	-$681K	–	Closed
4174	TCM Thames Capital Management Roseland, New Jersey	$0	-$5.67M	–	Closed
4175	TK TIAA Kaspick Boston, Massachusetts	$0	-$174K	–	Closed