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	Theme Stocks	% of Portfolio	Status
4676	Van Berkom & Associates Montreal, Quebec, Canada	$0	-$6.15M	0	–	Closed
4677	VCM Verde Capital Management Clarkston, Michigan	$0	-$410K	0	–	Closed
4678	Veritas Asset Management London, United Kingdom	$0	-$3.04M	0	–	Closed
4679	VPP Vertex Planning Partners Downers Grove, Illinois	$0	-$368K	0	–	Closed
4680	VCM Vetamer Capital Management Menlo Park, California	$0	-$2.7M	0	–	Closed
4681	VIG Vienna Insurance Group Warsaw, Poland	$0	-$2.77M	0	–	Closed
4682	WAM Warberg Asset Management Winnetka, Illinois	$0	-$72.8K	0	–	Closed
4683	WFA Wellspring Financial Advisors Cleveland, Ohio	$0	-$315K	0	–	Closed
4684	WA WESPAC Advisors Orinda, California	$0	-$593K	0	–	Closed
4685	WestEnd Advisors Charlotte, North Carolina	$0	-$214K	0	–	Closed
4686	WA Win Advisors Palm Beach Gardens, Florida	$0	-$128K	0	–	Closed
4687	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$0	-$289M	0	–	Closed
4688	WI WJ Interests Sugar Land, Texas	$0	-$14.3K	0	–	Closed
4689	WRBC W.R. Berkley Corp Greenwich, Connecticut	$0	-$2.4M	0	–	Closed