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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	DI Disciplined Investments Tulsa, Oklahoma	$0	-$379K	–	Closed
4552	EA Echo45 Advisors Walnut Creek, California	$0	-$250K	–	Closed
4553	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$0	-$267K	–	Closed
4554	EW Element Wealth Ridgeland, Mississippi	$0	-$489K	–	Closed
4555	EC Engaged Capital Newport Beach, California	$0	-$12.3M	–	Closed
4556	EA Ergawealth Advisors Oak Brook, Illinois	$0	-$206K	–	Closed
4557	ETCM Evolutionary Tree Capital Management Alexandria, Virginia	$0	-$891K	–	Closed
4558	Farallon Capital Management San Francisco, California	$0	-$52.6M	–	Closed
4559	FTA Financial & Tax Architects St Louis, Missouri	$0	-$221K	–	Closed
4560	FDS First Dallas Securities Dallas, Texas	$0	-$3.73M	–	Closed
4561	FIBT First International Bank & Trust Watford City, North Dakota	$0	-$212K	–	Closed
4562	First Pacific Advisors El Segundo, California	$0	-$228K	–	Closed
4563	FACM Forest Avenue Capital Management Miami, Florida	$0	-$3.04M	–	Closed
4564	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$0	-$309K	–	Closed
4565	FF Friedenthal Financial Marlton, New Jersey	$0	-$727K	–	Closed
4566	FC Fulcrum Capital Seattle, Washington	$0	-$419K	–	Closed
4567	G Gainplan Bloomfield Hills, Michigan	$0	-$294K	–	Closed
4568	GCM Genus Capital Management Vancouver, British Columbia, Canada	$0	-$3.28M	–	Closed
4569	GCM Glaxis Capital Management Sarasota, Florida	$0	-$853K	–	Closed
4570	GCL Gouws Capital LLC Charlotte, North Carolina	$0	-$2.53M	–	Closed
4571	GQG Partners Ft. Lauderdale, Florida	$0	-$1.59M	–	Closed
4572	GA GraniteShares Advisors New York	$0	-$402K	–	Closed
4573	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$0	-$266K	–	Closed
4574	GFP Guardian Financial Partners Orange, California	$0	-$216K	–	Closed
4575	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$0	-$342K	–	Closed