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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	RC RGM Capital Naples, Florida	$0	-$36M	–	Closed
4577	RWA RGT Wealth Advisors Dallas, Texas	$0	-$289K	–	Closed
4578	RI Rinkey Investments San Diego, California	$0	-$18K	–	Closed
4579	RWM Rockwood Wealth Management New Hope, Pennsylvania	$0	-$365K	–	Closed
4580	Rokos Capital Management (UK) London, United Kingdom	$0	-$500K	–	Closed
4581	SM Sabby Management Miami Beach, Florida	$0	-$2.81M	–	Closed
4582	SC Sagefield Capital Dallas, Texas	$0	-$619K	–	Closed
4583	SC Sagil Capital London, United Kingdom	$0	-$1.13M	–	Closed
4584	SGCM Sand Grove Capital Management London, United Kingdom	$0	-$25.7M	–	Closed
4585	SC Sarissa Consulting Santa Monica, California	$0	-$1.69M	–	Closed
4586	SAM Scion Asset Management Saratoga, California	$0	-$16.7M	–	Closed
4587	SWM Scissortail Wealth Management Tulsa, Oklahoma	$0	-$102K	–	Closed
4588	SGA Seaport Global Advisors Boston, Massachusetts	$0	-$224K	–	Closed
4589	SFS Security Financial Services Fort Wayne, Indiana	$0	-$374K	–	Closed
4590	SCM Segantii Capital Management Hong Kong	$0	-$45.1M	–	Closed
4591	SIG Senator Investment Group New York	$0	-$15.2M	–	Closed
4592	SAM Serengeti Asset Management New York	$0	-$319K	–	Closed
4593	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$0	-$10.7M	–	Closed
4594	SC Shellback Capital Boston, Massachusetts	$0	-$58.2M	–	Closed
4595	SIG North Trading Bala Cynwyd, Pennsylvania	$0	-$1.13M	–	Closed
4596	SVCF Silicon Valley Community Foundation Mountain View, California	$0	-$1.02M	–	Closed
4597	Simplify Asset Management Las Vegas, Nevada	$0	-$1.05M	–	Closed
4598	SM Skaana Management Brooklyn, New York	$0	-$143K	–	Closed
4599	SMC S. Muoio & Co New York	$0	-$996K	–	Closed
4600	SC Sonen Capital San Francisco, California	$0	-$209K	–	Closed