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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	GAM Grandview Asset Management Harrisburg, Pennsylvania	$0	-$2.53M	–	Closed
4602	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$637K	–	Closed
4603	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$0	-$8.1K	–	Closed
4604	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$0	-$236K	–	Closed
4605	Harvest Portfolios Group Oakville, Ontario, Canada	$0	-$194K	–	Closed
4606	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$0	-$212K	–	Closed
4607	HGWM Horst & Graben Wealth Management Portland, Oregon	$0	-$359K	–	Closed
4608	HV HST Ventures Park City, Utah	$0	-$440K	–	Closed
4609	HI Humankind Investments New York	$0	-$1.68M	–	Closed
4610	IWM Iams Wealth Management Omaha, Nebraska	$0	-$3.2M	–	Closed
4611	IC Impactive Capital New York City, New York	$0	-$239M	–	Closed
4612	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$0	-$223K	–	Closed
4613	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$0	-$34.2K	–	Closed
4614	JWWM Johnson & White Wealth Management York, Pennsylvania	$0	-$464K	–	Closed
4615	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	-$357K	–	Closed
4616	KM Kalos Management Alpharetta, Georgia	$0	-$117K	–	Closed
4617	KCM Kensico Capital Management Greenwich, Connecticut	$0	-$77.8M	–	Closed
4618	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$0	-$998K	–	Closed
4619	LWMNY Landmark Wealth Management (New York) Melville, New York	$0	-$265K	–	Closed
4620	Lasalle Investment Management Securities Baltimore, Maryland	$0	-$11.3M	–	Closed
4621	LCM Lattice Capital Management Kirkland, Washington	$0	-$953K	–	Closed
4622	LW Lauer Wealth Valparaiso, Indiana	$0	-$107K	–	Closed
4623	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$0	-$2.2M	–	Closed
4624	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$0	-$130K	–	Closed
4625	LF LifeSteps Financial Claremont, California	$0	-$200K	–	Closed