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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
4876	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$0	-$3.71M	–	Closed
4877	HHGA Halbert Hargrove Global Advisors Long Beach, California	$0	-$245K	–	Closed
4878	HW Hamilton Wealth Encino, California	$0	-$627K	–	Closed
4879	HT HAP Trading New York	$0	-$12.5M	–	Closed
4880	HM Harvest Management New York	$0	-$1.73M	–	Closed
4881	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$0	-$109K	–	Closed
4882	HCM HGI Capital Management New York	$0	-$604K	–	Closed
4883	HCS Himension Capital (Singapore) Singapore	$0	-$830K	–	Closed
4884	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$0	-$15.4M	–	Closed
4885	HAM Honeycomb Asset Management New York	$0	-$4.38M	–	Closed
4886	HMP HS Management Partners New York	$0	-$110M	–	Closed
4887	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$0	-$4.13M	–	Closed
4888	JWM Jessup Wealth Management Dayton, Ohio	$0	-$6.77M	–	Closed
4889	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$472K	–	Closed
4890	KC Kellner Capital New York	$0	-$2.9M	–	Closed
4891	KP Kiltearn Partners Edinburgh, United Kingdom	$0	-$31M	–	Closed
4892	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$4.9M	–	Closed
4893	LBC Lawrence B. Cohen	$0	-$2.86M	–	Closed
4894	LC Legacy CG Plano, Texas	$0	-$3.27M	–	Closed
4895	Legacy Financial Group (Iowa) Des Moines, Iowa	$0	-$263K	–	Closed
4896	LAM LifePro Asset Management San Diego, California	$0	-$641K	–	Closed
4897	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$5.33M	–	Closed
4898	LPP Long Path Partners Stamford, Connecticut	$0	-$3.05M	–	Closed
4899	Longview Partners St Peter Port, Guernsey	$0	-$265M	–	Closed
4900	LFM Lumina Fund Management New York	$0	-$863K	–	Closed