← All themes

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	Advent Capital Management New York	$0	-$2.05M	–	Closed
4877	ACM AEW Capital Management Boston, Massachusetts	$0	-$17.9M	–	Closed
4878	ACM Alethea Capital Management Mercer Island, Washington	$0	-$391K	–	Closed
4879	ACM Alight Capital Management New York	$0	-$7.6M	–	Closed
4880	AFP Alpha Financial Partners Lexington, Kentucky	$0	-$248K	–	Closed
4881	AGM Alpine Global Management New York	$0	-$770K	–	Closed
4882	AFG Altiora Financial Group Lebanon, Ohio	$0	-$337K	–	Closed
4883	AIM Anatole Investment Management Central, Hong Kong	$0	-$4.88M	–	Closed
4884	APG Asset Management US New York	$0	-$4.2M	–	Closed
4885	Apollo Management Holdings New York	$0	-$7.83M	–	Closed
4886	AAS Asset Allocation Strategies Farmington, Michigan	$0	-$1.11M	–	Closed
4887	AGAM Audent Global Asset Management West Hollywood, California	$0	-$1.45M	–	Closed
4888	ACM Azarias Capital Management Berwyn, Pennsylvania	$0	-$2.17M	–	Closed
4889	BDS Banco de Sabadell Miami, Florida	$0	-$2.68M	–	Closed
4890	BCM Bancreek Capital Management Santa Monica, California	$0	-$3.16M	–	Closed
4891	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$311K	–	Closed
4892	BIA BHK Investment Advisors Birmingham, Alabama	$0	-$335K	–	Closed
4893	BWA BlueSky Wealth Advisors New Bern, North Carolina	$0	-$223K	–	Closed
4894	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$0	-$238K	–	Closed
4895	BC Brio Consultants San Francisco, California	$0	-$207K	–	Closed
4896	CCG Capital CS Group Irvine, California	$0	-$486K	–	Closed
4897	CIA CCM Investment Advisers Columbia, South Carolina	$0	-$358K	–	Closed
4898	CAM CenterStar Asset Management Chicago, Illinois	$0	-$771K	–	Closed
4899	CIM Chapman Investment Management San Anselmo, California	$0	-$504K	–	Closed
4900	Charles Schwab Investment Advisory San Francisco, California	$0	-$676K	–	Closed