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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
4926	RC Renaissance Capital Stamford, Connecticut	$0	-$15.2M	–	Closed
4927	Resolution Capital Sydney, NSW, Australia	$0	-$70.7M	–	Closed
4928	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$0	-$261K	–	Closed
4929	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$0	-$174K	–	Closed
4930	RCG Rock Creek Group Washington, District of Columbia	$0	-$626K	–	Closed
4931	RC Roubaix Capital Denver, Colorado	$0	-$3.14M	–	Closed
4932	RW RVW Wealth Los Angeles, California	$0	-$393K	–	Closed
4933	Saba Capital Management New York	$0	-$1.54M	–	Closed
4934	SC Sagefield Capital Dallas, Texas	$0	-$1.44M	–	Closed
4935	SRC Samson Rock Capital London, United Kingdom	$0	-$2.43M	–	Closed
4936	SAM Sandbar Asset Management London, United Kingdom	$0	-$4.97M	–	Closed
4937	SGCM Sand Grove Capital Management London, United Kingdom	$0	-$26.2M	–	Closed
4938	STC Sarah T. Connolly	$0	-$1.85M	–	Closed
4939	SL Savior LLC Wellesley Hills, Massachusetts	$0	-$2.56K	–	Closed
4940	SC Savoie Capital Chicago, Illinois	$0	-$7.2M	–	Closed
4941	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$0	-$1.35M	–	Closed
4942	SAM Silphium Asset Management London, United Kingdom	$0	-$5.68M	–	Closed
4943	SM Skaana Management Brooklyn, New York	$0	-$32.4K	–	Closed
4944	SFM Spartan Fund Management Toronto, Ontario, Canada	$0	-$1.16M	–	Closed
4945	SFC Strategic Financial Concepts San Antonio, Texas	$0	-$211K	–	Closed
4946	SGA Strategic Global Advisors Newport Beach, California	$0	-$2.15M	–	Closed
4947	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$18.7M	–	Closed
4948	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$245K	–	Closed
4949	SCP Syntal Capital Partners Midland, Texas	$0	-$1.94M	–	Closed
4950	TCA Taconic Capital Advisors New York	$0	-$6.16M	–	Closed