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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
4476	SPM Saddle Point Management New York	$0	-$6.47M	–	Closed
4477	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$0	-$44K	–	Closed
4478	SWM Salvus Wealth Management Red Bank, New Jersey	$0	-$211K	–	Closed
4479	SRC Samson Rock Capital London, United Kingdom	$0	-$549K	–	Closed
4480	SLWA San Luis Wealth Advisors San Luis Obispo, California	$0	-$1.74M	–	Closed
4481	SCF Sante Capital Fund Austin, Texas	$0	-$1.34M	–	Closed
4482	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$240K	–	Closed
4483	SL Savior LLC Wellesley Hills, Massachusetts	$0	-$6K	–	Closed
4484	SM SG3 Management Dorado, Puerto Rico	$0	-$37K	–	Closed
4485	SHJ Sharkey, Howes & Javer Denver, Colorado	$0	-$201K	–	Closed
4486	SC Shay Capital New York	$0	-$2.99M	–	Closed
4487	SPA Shore Point Advisors Brielle, New Jersey	$0	-$663K	–	Closed
4488	SCM Sirios Capital Management Boston, Massachusetts	$0	-$1.39M	–	Closed
4489	SDH Sloy Dahl & Holst Vancouver, Washington	$0	-$317K	–	Closed
4490	SCG Sonata Capital Group Seattle, Washington	$0	-$398K	–	Closed
4491	SFA Source Financial Advisors New York	$0	-$721K	–	Closed
4492	SFG Sowa Financial Group Lincoln, Rhode Island	$0	-$282K	–	Closed
4493	SCC Spring Creek Capital Wichita, Kansas	$0	-$46.3M	–	Closed
4494	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$225K	–	Closed
4495	SCM Stordahl Capital Management Greenwood Village, Colorado	$0	-$221K	–	Closed
4496	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$18.1M	–	Closed
4497	SM Sunriver Management Greenwich, Connecticut	$0	-$28.8M	–	Closed
4498	SP SWS Partners Columbus, Ohio	$0	-$32K	–	Closed
4499	SFC SYM Financial Corp Winona Lake, Indiana	$0	-$270K	–	Closed
4500	TC TAP Consulting Kirkwood, Missouri	$0	-$396K	–	Closed