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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
4651
SWG
Summit Wealth Group
Vermont
$0 -$671K 0 – Closed
4652
SM
Sunriver Management
Connecticut
$0 -$8.34M 0 – Closed
4653
SA
Syntax Advisors
New York
$0 -$408K 0 – Closed
4654
TC
Tairen Capital
Hong Kong
$0 -$47.9M 0 – Closed
4655
TC
TAP Consulting
Missouri
$0 -$397K 0 – Closed
4656
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$0 -$894K 0 – Closed
4657
TA
TFB Advisors
Kansas
$0 -$445K 0 – Closed
4658
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0 -$206K 0 – Closed
4659
TAL
TIG Advisors LLC
New York
$0 -$7.99M 0 – Closed
4660
TFP
Triune Financial Partners
Kansas
$0 -$216K 0 – Closed
4661
TCA
Troluce Capital Advisors
Puerto Rico
$0 -$1.78M 0 – Closed
4662
TLFA
True Link Financial Advisors
California
$0 -$1.95M 0 – Closed
4663
TFP
TrueWealth Financial Partners
Washington
$0 -$465K 0 – Closed
4664
TCAM
Turtle Creek Asset Management
Ontario, Canada
$0 -$2.98M 0 – Closed
4665
UWM
Udine Wealth Management
Florida
$0 -$2.07M 0 – Closed
4666
UFG
United Fire Group
Iowa
$0 -$5.81M 0 – Closed
4667
VCG
Vantage Consulting Group
Virginia
$0 -$408K 0 – Closed
4668
Veritable
Veritable
Delaware
$0 -$34.7M 0 – Closed
4669
Vident Investment Advisory
Vident Investment Advisory
Georgia
$0 -$42M 0 – Closed
4670
VWMG
Virginia Wealth Management Group
Virginia
$0 -$266K 0 – Closed
4671
VFA
Virtus Fund Advisers
Connecticut
$0 -$28.5K 0 – Closed
4672
VBFG
Vishria Bird Financial Group
Tennessee
$0 -$267K 0 – Closed
4673
VBWMG
Von Berge Wealth Management Group
California
$0 -$249K 0 – Closed
4674
VC
Voss Capital
Texas
$0 -$10.2M 0 – Closed
4675
WCFA
Walkner Condon Financial Advisors
Wisconsin
$0 -$237K 0 – Closed