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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
4451	NO Ninety One Cape Town, South Africa	$0	-$127K	–	Closed
4452	NONA Ninety One North America New York	$0	-$5.74M	–	Closed
4453	NFG Northeast Financial Group Tannersville, Pennsylvania	$0	-$2.15M	–	Closed
4454	OAM Oak Asset Management Westlake Village, California	$0	-$8.05M	–	Closed
4455	OFCM One Fin Capital Management San Francisco, California	$0	-$11.7M	–	Closed
4456	OSIA O'Shares Investment Advisers Boston, Massachusetts	$0	-$55.8M	–	Closed
4457	OCM Ovata Capital Management Hong Kong	$0	-$34K	–	Closed
4458	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$0	-$3.41M	–	Closed
4459	PAG Paladin Advisory Group Clive, Iowa	$0	-$788K	–	Closed
4460	PPWM Paragon Private Wealth Management Lexington, Kentucky	$0	-$620K	–	Closed
4461	PPW Pasadena Private Wealth Pasadena, California	$0	-$203K	–	Closed
4462	PWP Personal Wealth Partners Bloomington, Minnesota	$0	-$830K	–	Closed
4463	PBF Petix & Botte Financial La Mesa, California	$0	-$219K	–	Closed
4464	PCI Planning Center Inc Moline, Illinois	$0	-$230K	–	Closed
4465	PM Plustick Management Charlottesville, Virginia	$0	-$687K	–	Closed
4466	PointState Capital New York	$0	-$54.3M	–	Closed
4467	Polar Capital Holdings London, United Kingdom	$0	-$2.55M	–	Closed
4468	PIP Polarity Investment Partners El Segundo, California	$0	-$3M	–	Closed
4469	PL Polianta Ltd St Helier, Jersey	$0	-$1.83M	–	Closed
4470	QC QCM Cayman Houston, Texas	$0	-$983K	–	Closed
4471	QC Quantedge Capital Singapore	$0	-$288K	–	Closed
4472	RWP Revolve Wealth Partners Hackensack, New Jersey	$0	-$231K	–	Closed
4473	RCW Rheos Capital Works Tokyo, Japan	$0	-$23M	–	Closed
4474	RFP Roth Financial Partners Kingwood, Texas	$0	-$107K	–	Closed
4475	RC Roubaix Capital Denver, Colorado	$0	-$1.59M	–	Closed