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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
4401	FCM Firestone Capital Management Coral Gables, Florida	$0	-$220K	–	Closed
4402	FIBT First International Bank & Trust Watford City, North Dakota	$0	-$425K	–	Closed
4403	FFG Ford Financial Group Fresno, California	$0	-$413K	–	Closed
4404	FFA Freedman Financial Associates Peabody, Massachusetts	$0	-$1.31M	–	Closed
4405	Fund Evaluation Group Cincinnati, Ohio	$0	-$1M	–	Closed
4406	GS Gagnon Securities New York	$0	-$241K	–	Closed
4407	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$0	-$4.54M	–	Closed
4408	GC Gillson Capital Chicago, Illinois	$0	-$113K	–	Closed
4409	GG Golden Green Seneca, South Carolina	$0	-$1.07M	–	Closed
4410	GA GraniteShares Advisors New York	$0	-$141K	–	Closed
4411	GAMA Graticule Asia Macro Advisors New York	$0	-$4.2M	–	Closed
4412	HAM Harber Asset Management Asheville, North Carolina	$0	-$5.92M	–	Closed
4413	HPWM High Pines Wealth Management Duxbury, Massachusetts	$0	-$784K	–	Closed
4414	IRF IBM Retirement Fund Armonk, New York	$0	-$13M	–	Closed
4415	IFO Independent Family Office Albany, New York	$0	-$306K	–	Closed
4416	ICM Infini Capital Management Central, Hong Kong	$0	-$342K	–	Closed
4417	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$0	-$223K	–	Closed
4418	IPW IronBridge Private Wealth Austin, Texas	$0	-$8.55M	–	Closed
4419	JRFS James Reed Financial Services Cleveland, Ohio	$0	-$211K	–	Closed
4420	JM Jeneq Management New York	$0	-$479K	–	Closed
4421	Jericho Capital Asset Management New York	$0	-$59.9M	–	Closed
4422	JCG John C. Goff	$0	-$230K	–	Closed
4423	KCM Kawa Capital Management Hallandale Beach, Florida	$0	-$251K	–	Closed
4424	KLC Kent Lake Capital Reno, Nevada	$0	-$1.19M	–	Closed
4425	KCM Key Colony Management Little Rock, Arkansas	$0	-$1.37M	–	Closed