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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	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$0	-$51.2K	–	Closed
4652	PP Pegasus Partners Mequon, Wisconsin	$0	-$4.18M	–	Closed
4653	PGIM Custom Harvest Newark, New Jersey	$0	-$1.4M	–	Closed
4654	PCM Philosophy Capital Management Alamo, California	$0	-$23.9M	–	Closed
4655	RWA Rainsberger Wealth Advisors Colorado Springs, Colorado	$0	-$722K	–	Closed
4656	RA Ramius Advisors New York	$0	-$11M	–	Closed
4657	Reinhart Partners Mequon, Wisconsin	$0	-$26.5M	–	Closed
4658	RC Riposte Capital New York	$0	-$6.18M	–	Closed
4659	RA RiverTree Advisors Winter Park, Florida	$0	-$213K	–	Closed
4660	Robeco Schweiz Zurich, Switzerland	$0	-$6.68M	–	Closed
4661	Saba Capital Management New York	$0	-$9.48M	–	Closed
4662	SCA Sassicaia Capital Advisers Jericho, New York	$0	-$11.1M	–	Closed
4663	SC Schubert & Co Mckinney, Texas	$0	-$253K	–	Closed
4664	SC Shellback Capital Boston, Massachusetts	$0	-$13M	–	Closed
4665	SIG North Trading Bala Cynwyd, Pennsylvania	$0	-$480K	–	Closed
4666	Simplify Asset Management Las Vegas, Nevada	$0	-$150K	–	Closed
4667	SMF Sterling Manor Financial Saratoga Springs, New York	$0	-$223K	–	Closed
4668	SVI Strategic Vision Investment Hong Kong	$0	-$1.09M	–	Closed
4669	SLF Sun Life Financial Toronto, Ontario, Canada	$0	-$892K	–	Closed
4670	SICM Sustainable Insight Capital Management New York	$0	-$3.32M	–	Closed
4671	SSC Syverson Strege & Co West Des Moines, Iowa	$0	-$89.6K	–	Closed
4672	TCA Taconic Capital Advisors New York	$0	-$19M	–	Closed
4673	TA Tactive Advisors Jacksonville, Florida	$0	-$462K	–	Closed
4674	TC TAGStone Capital Charlotte, North Carolina	$0	-$205K	–	Closed
4675	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$0	-$207K	–	Closed