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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	HBK Investments Dallas, Texas	$0	-$7.43M	–	Closed
4602	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$582K	–	Closed
4603	Highbridge Capital Management New York	$0	-$9.18M	–	Closed
4604	HPWM Highland Private Wealth Management Bellevue, Washington	$0	-$1.59M	–	Closed
4605	HCM Highline Capital Management New York	$0	-$5.01M	–	Closed
4606	HIF Hill Island Financial Grand Rapids, Michigan	$0	-$285K	–	Closed
4607	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$36M	–	Closed
4608	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$12.4M	–	Closed
4609	HCM Hudson Capital Management Ramsey, New Jersey	$0	-$2.34M	–	Closed
4610	II Ibex Investors Denver, Colorado	$0	-$13.5M	–	Closed
4611	Index Fund Advisors Irvine, California	$0	-$216K	–	Closed
4612	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$0	-$261K	–	Closed
4613	ILCM Ivy Lane Capital Management Winter Park, Florida	$0	-$4.47M	–	Closed
4614	JWWM Johnson & White Wealth Management York, Pennsylvania	$0	-$268K	–	Closed
4615	JWBC John W. Brooker & Co Oakland, California	$0	-$14K	–	Closed
4616	JSAM J. Safra Asset Management New York	$0	-$211K	–	Closed
4617	Junto Capital Management New York	$0	-$52M	–	Closed
4618	KM Kabouter Management Chicago, Illinois	$0	-$3.58M	–	Closed
4619	KCM Karp Capital Management Sausalito, California	$0	-$1.41M	–	Closed
4620	KAH Kathryn A. Hall	$0	-$74K	–	Closed
4621	KAS Kemnay Advisory Services New York	$0	-$26M	–	Closed
4622	KA Kintegral Advisory New York	$0	-$906K	–	Closed
4623	KFAA Klaas Financial Asset Advisors Loves Park, Illinois	$0	-$21K	–	Closed
4624	Lasalle Investment Management Securities Baltimore, Maryland	$0	-$4.35M	–	Closed
4625	LG Leuthold Group Minneapolis, Minnesota	$0	-$389K	–	Closed