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	WCM Washburn Capital Management Vero Beach, Florida	$0	-$228K	0	–	Closed
4677	WA Watchtower Advisors Old Greenwich, Connecticut	$0	-$23.5M	0	–	Closed
4678	WC Waterloo Capital Austin, Texas	$0	-$575K	0	–	Closed
4679	WWP Waypoint Wealth Partners Mill Valley, California	$0	-$42.8K	0	–	Closed
4680	WI WBI Investments Red Bank, New Jersey	$0	-$4.61M	0	–	Closed
4681	WCM WealthBridge Capital Management Westerville, Ohio	$0	-$457K	0	–	Closed
4682	WP Wedgewood Partners St Louis, Missouri	$0	-$585K	0	–	Closed
4683	WCF West Coast Financial Santa Barbara, California	$0	-$208K	0	–	Closed
4684	WW Westshore Wealth Newport Beach, California	$0	-$203K	0	–	Closed
4685	WC Wexford Capital West Palm Beach, Florida	$0	-$751K	0	–	Closed
4686	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$0	-$209K	0	–	Closed
4687	WJA Willis Johnson & Associates Houston, Texas	$0	-$218K	0	–	Closed
4688	WPA Winning Points Advisors Boca Raton, Florida	$0	-$434K	0	–	Closed
4689	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$0	-$10.4M	0	–	Closed