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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	MPW MA Private Wealth San Carlos, California	$0	-$263K	–	Closed
4602	MCM Mason Capital Management New York	$0	-$5.29M	–	Closed
4603	MIAS Mason Investment Advisory Services Reston, Virginia	$0	-$1.33M	–	Closed
4604	MSA McAlister Sweet & Associates Houston, Texas	$0	-$1.99M	–	Closed
4605	MFP Meridian Financial Partners Warrenton, Virginia	$0	-$2.13M	–	Closed
4606	MWM Meritas Wealth Management Larkspur, California	$0	-$788K	–	Closed
4607	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$0	-$24K	–	Closed
4608	MCM Mork Capital Management Healdsburg, California	$0	-$1.4M	–	Closed
4609	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$0	-$211K	–	Closed
4610	MFWM Motley Fool Wealth Management Alexandria, Virginia	$0	-$2.61M	–	Closed
4611	MLIM Mountain Lake Investment Management Boca Raton, Florida	$0	-$940K	–	Closed
4612	MPCL My Personal CFO LLC Vancouver, Washington	$0	-$350K	–	Closed
4613	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$0	-$6.06M	–	Closed
4614	NAG Northstar Advisory Group Northfield, New Jersey	$0	-$1.05M	–	Closed
4615	NA Nottingham Advisors Amherst, New York	$0	-$237K	–	Closed
4616	Oaktree Capital Management Los Angeles, California	$0	-$3.05M	–	Closed
4617	OWA One Wealth Advisors San Francisco, California	$0	-$1.63M	–	Closed
4618	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$5.69M	–	Closed
4619	PWS Paragon Wealth Strategies Jacksonville, Florida	$0	-$115K	–	Closed
4620	P Pariax Newport Beach, California	$0	-$3.67M	–	Closed
4621	PCM Passive Capital Management Baltimore, Maryland	$0	-$219K	–	Closed
4622	PCM Pathway Capital Management Irvine, California	$0	-$2.85M	–	Closed
4623	PPG Peak Planning Group Centennial, Colorado	$0	-$201K	–	Closed
4624	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$0	-$389K	–	Closed
4625	PC Permit Capital West Conshohocken, Pennsylvania	$0	-$6.96M	–	Closed