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	Theme Stocks	% of Portfolio	Status
4176	TEE Tibra Equities Europe London, United Kingdom	$0	-$1.54M	0	–	Closed
4177	TW Towerpoint Wealth Sacramento, California	$0	-$148K	0	–	Closed
4178	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$0	-$17.7M	0	–	Closed
4179	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$0	-$202K	0	–	Closed
4180	VCG Vantage Consulting Group Virginia Beach, Virginia	$0	-$167K	0	–	Closed
4181	VIMU Veritas Investment Management (UK) London, United Kingdom	$0	-$285K	0	–	Closed
4182	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$0	-$3.84M	0	–	Closed
4183	Vontobel Asset Management New York	$0	-$86.4M	0	–	Closed
4184	WA Waddell & Associates Memphis, Tennessee	$0	-$325K	0	–	Closed
4185	WCP Waterfront Capital Partners New York	$0	-$15.6M	0	–	Closed
4186	WGA Weather Gauge Advisory Williamsburg, Virginia	$0	-$143K	0	–	Closed
4187	WFA Websterrogers Financial Advisors Florence, South Carolina	$0	-$367K	0	–	Closed
4188	WCM Weld Capital Management New York	$0	-$1.15M	0	–	Closed
4189	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$0	-$147K	0	–	Closed
4190	WBG Wharton Business Group Malvern, Pennsylvania	$0	-$669K	0	–	Closed
4191	WPIC White Pine Investment Company Livonia, Michigan	$0	-$5.11M	0	–	Closed
4192	WAM Winslow Asset Management Beachwood, Ohio	$0	-$8.28M	0	–	Closed
4193	WWM WT Wealth Management Scottsdale, Arizona	$0	-$221K	0	–	Closed