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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	Theme Stocks	% of Portfolio	Status
4551	SAM Silverback Asset Management Chapel Hill, North Carolina	$2.1K	+$132K	1	0%	New
4552	DAM Draper Asset Management Smithtown, New York	$15	$0	1	0%	Maintained
4553	1C 1060 Capital Denver, Colorado	$0	-$2.16M	0	–	Closed
4554	1M 13D Management New York	$0	-$6.35M	0	–	Closed
4555	6CM 683 Capital Management New York	$0	-$147K	0	–	Closed
4556	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$256K	0	–	Closed
4557	AGA Accuvest Global Advisors Provo, Utah	$0	-$327K	0	–	Closed
4558	ACM Acrisure Capital Management Austin, Texas	$0	-$2.85M	0	–	Closed
4559	AWM Affinity Wealth Management Wilmington, Delaware	$0	-$2.04M	0	–	Closed
4560	AFO Allie Family Office Miami, Florida	$0	-$834K	0	–	Closed
4561	AFS Amtrust Financial Services New York	$0	-$896K	0	–	Closed
4562	ACA Apis Capital Advisors New York	$0	-$314K	0	–	Closed
4563	AWS Aspen Wealth Strategies Arvada, Colorado	$0	-$295K	0	–	Closed
4564	BCM Basso Capital Management Stamford, Connecticut	$0	-$1.04M	0	–	Closed
4565	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$0	-$326K	0	–	Closed
4566	BA Bellwether Advisors Lincoln, Nebraska	$0	-$3.29M	0	–	Closed
4567	BSCM Berry Street Capital Management London, United Kingdom	$0	-$25.5M	0	–	Closed
4568	BDAM Blue Door Asset Management Stamford, Connecticut	$0	-$212K	0	–	Closed
4569	BIP Blueprint Investment Partners Greensboro, North Carolina	$0	-$2.68M	0	–	Closed
4570	BCM Bornite Capital Management New York	$0	-$5.5M	0	–	Closed
4571	BU Brown University Providence, Rhode Island	$0	-$987K	0	–	Closed
4572	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$479K	0	–	Closed
4573	CIA Caerus Investment Advisors West Lake Hills, Texas	$0	-$2.59M	0	–	Closed
4574	CCM Callodine Capital Management Boston, Massachusetts	$0	-$2.87M	0	–	Closed
4575	CFM Capricorn Fund Managers London, United Kingdom	$0	-$11.2M	0	–	Closed