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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
4551	DCP Distillate Capital Partners Chicago, Illinois	$0	-$11.3K	–	Closed
4552	ES Eagle Strategies New York	$0	-$213K	–	Closed
4553	Elliott Investment Management West Palm Beach, Florida	$0	-$47.4M	–	Closed
4554	EP Essential Planning Portsmouth, New Hampshire	$0	-$519K	–	Closed
4555	EC Estate Counselors Thiensville, Wisconsin	$0	-$2.53M	–	Closed
4556	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$0	-$2.89M	–	Closed
4557	FC Fiduciary Counselling Saint Paul, Minnesota	$0	-$5.52K	–	Closed
4558	Fiduciary Management Inc Milwaukee, Wisconsin	$0	-$98.5M	–	Closed
4559	FA Fiducient Advisors Chicago, Illinois	$0	-$1.2M	–	Closed
4560	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$0	-$495K	–	Closed
4561	FSI Flow State Investments Chicago, Illinois	$0	-$1.87M	–	Closed
4562	Flow Traders U.S. New York	$0	-$997K	–	Closed
4563	FFP Forbes Financial Planning East Greenwich, Rhode Island	$0	-$1.32M	–	Closed
4564	FIM FWL Investment Management Dallas, Texas	$0	-$327K	–	Closed
4565	GE General Electric Evendale, Ohio	$0	-$1.22M	–	Closed
4566	GWA GGM Wealth Advisors Baltimore, Maryland	$0	-$1.67M	–	Closed
4567	GMA Glassy Mountain Advisors Bethesda, Maryland	$0	-$4.49M	–	Closed
4568	Glazer Capital LLC New York	$0	-$46M	–	Closed
4569	GEM Global Endowment Management Charlotte, North Carolina	$0	-$1.29M	–	Closed
4570	GCM Glynn Capital Management Menlo Park, California	$0	-$9.66M	–	Closed
4571	GIA Goodwin Investment Advisory Woodstock, Georgia	$0	-$212K	–	Closed
4572	GSC Ground Swell Capital Folly Beach, South Carolina	$0	-$345K	–	Closed
4573	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$14.2M	–	Closed
4574	HP Harbourvest Partners Boston, Massachusetts	$0	-$360K	–	Closed
4575	HI Harper Investing Santa Clara, California	$0	-$250K	–	Closed