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 | |
|---|---|---|---|---|---|---|---|
| 4676 |
UCIG
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $0 | -$1.31M | 0 | – | Closed |
|
| 4677 |
USPCM
Union Square Park Capital Management
New York
| $0 | -$4.07M | 0 | – | Closed |
|
| 4678 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $0 | -$1K | 0 | – | Closed |
|
| 4679 |
Weiss Asset Management
Boston,
Massachusetts
| $0 | -$8.02M | 0 | – | Closed |
|
| 4680 |
WC
Westwind Capital
Las Cruces,
New Mexico
| $0 | -$11.1M | 0 | – | Closed |
|
| 4681 |
WM
WS Management
Jacksonville,
Florida
| $0 | -$2.9M | 0 | – | Closed |
|
| 4682 |
ZCM
Zenyatta Capital Management
Dover,
Delaware
| $0 | -$2.92M | 0 | – | Closed |
|