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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
4626
PFG
Peterson Financial Group
Iowa
$0 -$2.67M 0 – Closed
4627
PWS
Precision Wealth Strategies
Missouri
$0 -$391K 0 – Closed
4628
PAM
Premier Asset Management
Illinois
$0 -$1.11M 0 – Closed
4629
PCM
Prime Capital Management
Hong Kong
$0 -$15.5M 0 – Closed
4630
PAM
PVG Asset Management
Colorado
$0 -$222K 0 – Closed
4631
RLIM
Red Lighthouse Investment Management
New York
$0 -$635K 0 – Closed
4632
RAM
Rempart Asset Management
Canada
$0 -$25.2M 0 – Closed
4633
RWP
Revolve Wealth Partners
New Jersey
$0 -$443K 0 – Closed
4634
RPSA
Richard P. Slaughter Associates
Texas
$0 -$3.23M 0 – Closed
4635
RWMH
Riverpoint Wealth Management Holdings
Illinois
$0 -$237K 0 – Closed
4636
RF
Rollins Financial
Georgia
$0 -$219K 0 – Closed
4637
RSS
Rosenblum Silverman Sutton
California
$0 -$205K 0 – Closed
4638
RFWA
RPg Family Wealth Advisory
Massachusetts
$0 -$6.01M 0 – Closed
4639
RTW Investments
RTW Investments
New York
$0 -$2.38M 0 – Closed
4640
RW
RVW Wealth
California
$0 -$590K 0 – Closed
4641
SRG
SBB Research Group
Illinois
$0 -$210K 0 – Closed
4642
SOA
Sea Otter Advisors
Florida
$0 -$1.85M 0 – Closed
4643
SWM
Seaside Wealth Management
California
$0 -$205K 0 – Closed
4644
SC
Seldon Capital
California
$0 -$249K 0 – Closed
4645
SCM
Shaolin Capital Management
Florida
$0 -$2.03M 0 – Closed
4646
SG
Sharper & Granite
California
$0 -$202K 0 – Closed
4647
SJL
Shayne & Jacobs LLC
Tennessee
$0 -$1.37M 0 – Closed
4648
SCM
Simcoe Capital Management
New York
$0 -$144M 0 – Closed
4649
SFG
Socha Financial Group
New York
$0 -$464K 0 – Closed
4650
SONA Asset Management (US)
SONA Asset Management (US)
New York
$0 -$575K 0 – Closed