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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
4501	TCM Tegean Capital Management New York	$0	-$244K	–	Closed
4502	TCM Thames Capital Management Roseland, New Jersey	$0	-$586K	–	Closed
4503	TI Think Investments San Francisco, California	$0	-$4.87M	–	Closed
4504	Third Point New York	$0	-$104M	–	Closed
4505	TAL TIG Advisors LLC New York	$0	-$3.62M	–	Closed
4506	TWM Tolleson Wealth Management Dallas, Texas	$0	-$206K	–	Closed
4507	TCM Towercrest Capital Management Newtown, Pennsylvania	$0	-$237K	–	Closed
4508	TC Trilogy Capital Irvine, California	$0	-$218K	–	Closed
4509	TFA Trinity Financial Advisors Columbus, Ohio	$0	-$748K	–	Closed
4510	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$10K	–	Closed
4511	VDBMI Van Den Berg Management I Austin, Texas	$0	-$4.48M	–	Closed
4512	VU Vanderbilt University Nashville, Tennessee	$0	-$949K	–	Closed
4513	VAM Vienna Asset Management Saratoga, California	$0	-$1K	–	Closed
4514	VF Vista Finance Clayton, Missouri	$0	-$751K	–	Closed
4515	VBWMG Von Berge Wealth Management Group San Diego, California	$0	-$442K	–	Closed
4516	WP WealthShield Partners Cary, North Carolina	$0	-$320K	–	Closed
4517	WFA Wellspring Financial Advisors Cleveland, Ohio	$0	-$185K	–	Closed
4518	WCF West Coast Financial Santa Barbara, California	$0	-$436K	–	Closed
4519	WW Westshore Wealth Newport Beach, California	$0	-$286K	–	Closed
4520	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$0	-$7.51M	–	Closed
4521	Winslow Capital Management Minneapolis, Minnesota	$0	-$213M	–	Closed
4522	ZP Zimmer Partners New York	$0	-$58.5M	–	Closed