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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	EAM Eschler Asset Management London, United Kingdom	$0	-$692K	–	Closed
4927	ECM Estuary Capital Management Wayzata, Minnesota	$0	-$12M	–	Closed
4928	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$0	-$206K	–	Closed
4929	EL EWA LLC Pittsbugh, Pennsylvania	$0	-$481K	–	Closed
4930	FNWM Financial Network Wealth Management Draper, Utah	$0	-$637K	–	Closed
4931	FIBT First International Bank & Trust Watford City, North Dakota	$0	-$261K	–	Closed
4932	FI FJ Investments Salt Lake City, Utah	$0	-$22.8M	–	Closed
4933	GWS Glassman Wealth Services Vienna, Virginia	$0	-$5.13M	–	Closed
4934	GC Grizzlyrock Capital Chicago, Illinois	$0	-$914K	–	Closed
4935	GSC Ground Swell Capital Folly Beach, South Carolina	$0	-$757K	–	Closed
4936	GA GuoLine Advisory Singapore	$0	-$12.5M	–	Closed
4937	HCP Hiddenite Capital Partners New York	$0	-$1.91M	–	Closed
4938	HFW Horizon Family Wealth Chicago, Illinois	$0	-$530K	–	Closed
4939	HGWM Horst & Graben Wealth Management Portland, Oregon	$0	-$209K	–	Closed
4940	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$0	-$217K	–	Closed
4941	HI Human Investing Lake Oswego, Oregon	$0	-$284K	–	Closed
4942	IFO Independent Family Office Albany, New York	$0	-$261K	–	Closed
4943	IWA Invera Wealth Advisors Bend, Oregon	$0	-$659K	–	Closed
4944	I INVST Indianapolis, Indiana	$0	-$739K	–	Closed
4945	JCM JAT Capital Management Greenwich, Connecticut	$0	-$849K	–	Closed
4946	JCFM JBR Co Financial Management Ardmore, Oklahoma	$0	-$264K	–	Closed
4947	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$4.53K	–	Closed
4948	JRCM Jones Road Capital Management New York	$0	-$3.37M	–	Closed
4949	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	-$204K	–	Closed
4950	JCM JS Capital Management New York	$0	-$65M	–	Closed