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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
4601	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$5.09M	–	Closed
4602	SCM Suvretta Capital Management New York	$0	-$32.6M	–	Closed
4603	S swisspartners Vaduz, Liechtenstein	$0	-$1.7M	–	Closed
4604	SCS Syquant Capital SAS Paris, France	$0	-$497K	–	Closed
4605	TC Taika Capital Sunny Isles Beach, Florida	$0	-$1M	–	Closed
4606	TC Tairen Capital Hong Kong	$0	-$372K	–	Closed
4607	TCM TD Capital Management Memphis, Tennessee	$0	-$170K	–	Closed
4608	TI Telemetry Investments New York	$0	-$443K	–	Closed
4609	Tenor Capital Management New York	$0	-$30.3M	–	Closed
4610	Tiger Global Management New York	$0	-$53.7M	–	Closed
4611	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$0	-$283K	–	Closed
4612	TM Triatomic Management Palo Alto, California	$0	-$1.7M	–	Closed
4613	UMC United Maritime Capital New York	$0	-$403K	–	Closed
4614	UFM Ursa Fund Management Danville, California	$0	-$20.4M	–	Closed
4615	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$0	-$214K	–	Closed
4616	VAFP Vahanian & Associates Financial Planning Saratoga Springs, New York	$0	-$952K	–	Closed
4617	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$0	-$27.2M	–	Closed
4618	WAM Wakefield Asset Management Englewood, Colorado	$0	-$3.31M	–	Closed
4619	WAM Watershed Asset Management San Francisco, California	$0	-$266K	–	Closed
4620	W WealthOne Albany, New York	$0	-$498K	–	Closed
4621	WC Winmill & Co Walpole, New Hampshire	$0	-$1.31M	–	Closed
4622	ZDA Zweig-DiMenna Associates New York	$0	-$27.1M	–	Closed