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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
4851	CCM Crabel Capital Management Los Angeles, California	$0	-$595K	–	Closed
4852	CM Crystalline Management Montreal, Quebec, Canada	$0	-$2.9M	–	Closed
4853	D Dentgroup Baton Rouge, Louisiana	$0	-$538K	–	Closed
4854	DAM DLD Asset Management New York	$0	-$422K	–	Closed
4855	DWM Dopkins Wealth Management Williamsville, New York	$0	-$212K	–	Closed
4856	DAM Draper Asset Management Smithtown, New York	$0	-$16	–	Closed
4857	ESCM Echo Street Capital Management New York	$0	-$39.2M	–	Closed
4858	EFS Econ Financial Services Harrisburg, Pennsylvania	$0	-$1.87M	–	Closed
4859	EFI EHP Funds Inc Toronto, Canada	$0	-$3.85M	–	Closed
4860	Eisler Capital (US) New York	$0	-$6.9M	–	Closed
4861	Element Capital Management New York	$0	-$130M	–	Closed
4862	EPM Equitec Proprietary Markets Chicago, Illinois	$0	-$184K	–	Closed
4863	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$0	-$199K	–	Closed
4864	EW Evoke Wealth Los Angeles, California	$0	-$4.33M	–	Closed
4865	FD Financial Designs Claremont, California	$0	-$265K	–	Closed
4866	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$0	-$3.97K	–	Closed
4867	FMAEN1 Fund Management at Engine No 1 San Francisco, California	$0	-$20.1M	–	Closed
4868	GCP Garda Capital Partners Wayzata, Minnesota	$0	-$5.98M	–	Closed
4869	Gates Foundation Trust Kirkland, Washington	$0	-$3.87M	–	Closed
4870	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$0	-$1.97M	–	Closed
4871	GC Gibson Capital Wexford, Pennsylvania	$0	-$322K	–	Closed
4872	GC GMT Capital Atlanta, Georgia	$0	-$17.1M	–	Closed
4873	GCM Goldstream Capital Management Central, Hong Kong	$0	-$493K	–	Closed
4874	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$0	-$281K	–	Closed
4875	GIM Guild Investment Management Los Angeles, California	$0	-$1.03M	–	Closed