← All themes

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
4576	CSIA Carl Stuart Investment Advisor Austin, Texas	$0	-$906K	0	–	Closed
4577	CI Carroll Investors Mt Pleasant, South Carolina	$0	-$366K	0	–	Closed
4578	CCP Cassia Capital Partners Winston Salem, North Carolina	$0	-$517K	0	–	Closed
4579	CAM Chatham Asset Management Chatham, New Jersey	$0	-$1.74M	0	–	Closed
4580	CCM Chicago Capital Management Chicago, Illinois	$0	-$3.09M	0	–	Closed
4581	Cohen & Steers New York	$0	-$459K	0	–	Closed
4582	CFA Compass Financial Advisors Fort Wayne, Indiana	$0	-$328K	0	–	Closed
4583	CCM Compton Capital Management Providence, Rhode Island	$0	-$992K	0	–	Closed
4584	CIM Corda Investment Management Houston, Texas	$0	-$1.02M	0	–	Closed
4585	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$0	-$490K	0	–	Closed
4586	CM Cornerstone Management Duluth, Georgia	$0	-$84.6K	0	–	Closed
4587	CA Corrado Advisors Ramsey, New Jersey	$0	-$732K	0	–	Closed
4588	CA Corriente Advisors Fort Worth, Texas	$0	-$976K	0	–	Closed
4589	CFO Custos Family Office Austin, Texas	$0	-$626K	0	–	Closed
4590	DWA Delap Wealth Advisory Lake Oswego, Oregon	$0	-$602K	0	–	Closed
4591	DAM DLD Asset Management New York	$0	-$9.58M	0	–	Closed
4592	Dymon Asia Capital (Singapore) Singapore	$0	-$2.81M	0	–	Closed
4593	FLC Fifth Lane Capital Austin, Texas	$0	-$1.66M	0	–	Closed
4594	FC Financial Consulate Hunt Valley, Maryland	$0	-$3.43M	0	–	Closed
4595	First Command Advisory Services Fort Worth, Texas	$0	-$10.9K	1	0%	Reduced
4596	FSCM First Sabrepoint Capital Management Dallas, Texas	$0	-$5.84M	0	–	Closed
4597	FA Fortis Advisors Wayne, Pennsylvania	$0	-$101K	0	–	Closed
4598	FFM Fullerton Fund Management Singapore	$0	-$30.5M	0	–	Closed
4599	GCP Garda Capital Partners Wayzata, Minnesota	$0	-$2.91M	0	–	Closed
4600	GG Golden Green Seneca, South Carolina	$0	-$3.54M	0	–	Closed