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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
4351	ACM Alight Capital Management New York	$0	-$12.4M	–	Closed
4352	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.14M	–	Closed
4353	AGM Alpine Global Management New York	$0	-$18.1M	–	Closed
4354	AFA American Financial Advisors Marietta, Georgia	$0	-$1.08M	–	Closed
4355	AE AMH Equity Great Neck, New York	$0	-$344K	–	Closed
4356	ACI AMP Capital Investors Sydney, Australia	$0	-$453K	–	Closed
4357	AC AMS Capital Sao Paulo, Brazil	$0	-$3.76M	–	Closed
4358	AAM Arabesque Asset Management London, United Kingdom	$0	-$505K	–	Closed
4359	AG Aravt Global New York	$0	-$5.71M	–	Closed
4360	ACM Atalaya Capital Management New York	$0	-$2.57M	–	Closed
4361	AA Aufman Associates Sewickley, Pennsylvania	$0	-$207K	–	Closed
4362	ACM Axel Capital Management New York	$0	-$1.93M	–	Closed
4363	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$404K	–	Closed
4364	BHTS Bar Harbor Trust Services Ellsworth, Maine	$0	-$13.5M	–	Closed
4365	BCM Beddow Capital Management Jackson, Wyoming	$0	-$972K	–	Closed
4366	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	-$837K	–	Closed
4367	BG Benedetti & Gucer Atlanta, Georgia	$0	-$239K	–	Closed
4368	BCM Beryl Capital Management Redondo Beach, California	$0	-$6.98M	–	Closed
4369	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$961K	–	Closed
4370	BHCM Boulder Hill Capital Management New York	$0	-$3.71M	–	Closed
4371	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$0	-$643K	–	Closed
4372	BC Breakline Capital New York	$0	-$1.25M	–	Closed
4373	BBCM Broad Bay Capital Management New York	$0	-$24.2M	–	Closed
4374	CGIM Cannon Global Investment Management Davie, Florida	$0	-$695K	–	Closed
4375	CSIA Carl Stuart Investment Advisor Austin, Texas	$0	-$226K	–	Closed