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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
4651	PVI Pura Vida Investments New York	$0	-$914K	–	Closed
4652	QVR San Francisco, California	$0	-$1.75M	–	Closed
4653	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$0	-$45.2M	–	Closed
4654	RA Resolute Advisors San Francisco, California	$0	-$220K	–	Closed
4655	RCG Resource Consulting Group Orlando, Florida	$0	-$18K	–	Closed
4656	RAM Roumell Asset Management Chevy Chase, Maryland	$0	-$1.02M	–	Closed
4657	RL RPO LLC Stamford, Connecticut	$0	-$264K	–	Closed
4658	RAM RWC Asset Management London, United Kingdom	$0	-$26M	–	Closed
4659	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$0	-$90.4K	–	Closed
4660	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$0	-$81K	–	Closed
4661	SRC Samson Rock Capital London, United Kingdom	$0	-$98K	–	Closed
4662	SCA Sander Capital Advisors Seattle, Washington	$0	-$51K	–	Closed
4663	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$0	-$975K	–	Closed
4664	SAM Scion Asset Management Saratoga, California	$0	-$5.3M	–	Closed
4665	Sculptor Capital New York	$0	-$15.9M	–	Closed
4666	SIM Seaview Investment Managers Miami, Florida	$0	-$201K	–	Closed
4667	SCM SIR Capital Management New York	$0	-$9.72M	–	Closed
4668	SA SRN Advisors Huntingdon Valley, Pennsylvania	$0	-$1.6M	–	Closed
4669	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$598K	–	Closed
4670	SRA Summit Rock Advisors New York	$0	-$559K	–	Closed
4671	SFG Synergy Financial Group San Ramon, California	$0	-$367K	–	Closed
4672	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$0	-$1.01M	–	Closed
4673	TC Tenere Capital New York	$0	-$9.95M	–	Closed
4674	TC Towle & Co Denver, Colorado	$0	-$650K	–	Closed
4675	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$0	-$214K	–	Closed