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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	Theme Stocks	% of Portfolio	Status
4376	CI Carroll Investors Mt Pleasant, South Carolina	$0	-$143K	0	–	Closed
4377	CC Caxton Corporation Princeton, New Jersey	$0	-$906K	0	–	Closed
4378	CWA Centennial Wealth Advisory Traverse City, Michigan	$0	-$204K	0	–	Closed
4379	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$547K	0	–	Closed
4380	CAM Centre Asset Management New York	$0	-$8.71M	0	–	Closed
4381	CLC Charles-Lim Capital Central, Hong Kong	$0	-$17.1M	0	–	Closed
4382	Check Capital Management Costa Mesa, California	$0	-$268K	0	–	Closed
4383	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$0	-$16.8M	0	–	Closed
4384	CF Concorde Financial Dallas, Texas	$0	-$3.04M	0	–	Closed
4385	CCP Corbin Capital Partners New York	$0	-$4.12M	0	–	Closed
4386	CI Cordant Inc Portland, Oregon	$0	-$136K	0	–	Closed
4387	CFC Coyle Financial Counsel Glenview, Illinois	$0	-$201K	0	–	Closed
4388	CCM Crestwood Capital Management New York	$0	-$9.24M	0	–	Closed
4389	CCS Crosspoint Capital Strategies Orinda, California	$0	-$23K	0	–	Closed
4390	DB Dravo Bay Rehoboth Beach, Delaware	$0	-$72.3K	0	–	Closed
4391	ES Eagle Strategies New York	$0	-$302K	0	–	Closed
4392	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$0	-$266K	0	–	Closed
4393	EH EMG Holdings Old Greenwich, Connecticut	$0	-$1.07M	0	–	Closed
4394	Empyrean Capital Partners Los Angeles, California	$0	-$4.03M	0	–	Closed
4395	FWP Falcon Wealth Planning Ontario, California	$0	-$203K	0	–	Closed
4396	FA Fermata Advisors Sonoma, California	$0	-$239K	0	–	Closed
4397	FFA Fi3 Financial Advisors Indianapolis, Indiana	$0	-$204K	0	–	Closed
4398	FLC Fifth Lane Capital Austin, Texas	$0	+$13	1	0%	New
4399	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$5.28M	0	–	Closed
4400	FSA Financial Sense Advisors San Diego, California	$0	-$284K	0	–	Closed