← 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
4901	BCM Beryl Capital Management Redondo Beach, California	$0	-$1.47M	–	Closed
4902	BlueCrest Capital Management St Helier, Jersey	$0	-$2M	–	Closed
4903	BCM Bluefin Capital Management New York	$0	-$351K	–	Closed
4904	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$267K	–	Closed
4905	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$163K	–	Closed
4906	BHCM Boulder Hill Capital Management New York	$0	-$3.36M	–	Closed
4907	BBCM Broad Bay Capital Management New York	$0	-$1.87M	–	Closed
4908	CCM CAAS Capital Management New York	$0	-$1.62M	–	Closed
4909	CCP Caden Capital Partners Santa Monica, California	$0	-$11.3M	–	Closed
4910	CC Capstone Capital Henderson, Nevada	$0	-$7.67M	–	Closed
4911	CTC Chai Trust Company Chicago, Illinois	$0	-$17.3K	–	Closed
4912	CIM Chiron Investment Management New York	$0	-$153K	–	Closed
4913	CM CM Management Gulf Breeze, Florida	$0	-$3.38M	–	Closed
4914	Coatue Management New York	$0	-$167M	–	Closed
4915	CP Coho Partners Berwyn, Pennsylvania	$0	-$1.76M	–	Closed
4916	CFO Colony Family Offices Charlotte, North Carolina	$0	-$291K	–	Closed
4917	CCM Connective Capital Management Palo Alto, California	$0	-$1.01K	–	Closed
4918	CWA Consilio Wealth Advisors Bellevue, Washington	$0	-$213K	–	Closed
4919	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$0	-$332K	–	Closed
4920	CFM Coronation Fund Managers Cape Town, South Africa	$0	-$9.71M	–	Closed
4921	CFG Cosner Financial Group Windsor, Colorado	$0	-$207K	–	Closed
4922	CMP Courage Miller Partners Norfolk, Virginia	$0	-$383K	–	Closed
4923	CANC Culbertson A N & Co Charlottesville, Virginia	$0	-$215K	–	Closed
4924	CH CVI Holdings Wilmington, Delaware	$0	-$1.33M	–	Closed
4925	DVI Deccan Value Investors Greenwich, Connecticut	$0	-$84.6M	–	Closed