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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
4576	Soroban Capital Partners New York	$0	-$26.9M	–	Closed
4577	SC Soundwatch Capital Rowayton, Connecticut	$0	-$340K	–	Closed
4578	SIM Spark Investment Management New York	$0	-$437K	–	Closed
4579	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$0	-$2.68M	–	Closed
4580	SI SQN Investors Menlo Park, California	$0	-$6.45M	–	Closed
4581	SI Standard Investments New York	$0	-$79.4M	–	Closed
4582	SL Stevard LLC Chicago, Illinois	$0	-$211K	–	Closed
4583	SCA Strategic Capital Advisers Denver, Colorado	$0	-$1.92M	–	Closed
4584	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$0	-$231K	–	Closed
4585	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$0	-$2.49M	–	Closed
4586	TIA Tandem Investment Advisors Charleston, South Carolina	$0	-$397K	–	Closed
4587	TCP ThornTree Capital Partners Boston, Massachusetts	$0	-$26.2M	–	Closed
4588	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$0	-$1.43M	–	Closed
4589	TAL TIG Advisors LLC New York	$0	-$14.2M	–	Closed
4590	TAM Timucuan Asset Management Jacksonville, Florida	$0	-$87.7M	–	Closed
4591	TC Toews Corporation Northfield, New Jersey	$0	-$1.62M	–	Closed
4592	TMC Trellus Management Company Delray Beach, Florida	$0	-$863K	–	Closed
4593	TCM Trybe Capital Management Greenwich, Connecticut	$0	-$11.4M	–	Closed
4594	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$1.19M	–	Closed
4595	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$0	-$113K	–	Closed
4596	VAM Velanne Asset Management London, United Kingdom	$0	-$30.1M	–	Closed
4597	VR Viridian RIA Bothell, Washington	$0	-$440K	–	Closed
4598	WCG Wall Capital Group Phoenix, Arizona	$0	-$660K	–	Closed
4599	WHP Washington Harbour Partners Arlington, Virginia	$0	-$70.7M	–	Closed
4600	WA Wealth Advisors Rancho Santa Fe, California	$0	-$192K	–	Closed