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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	DWA Delap Wealth Advisory Lake Oswego, Oregon	$0	-$2.04M	–	Closed
4927	Delta Accumulation LLC Sausalito, California	$0	-$34.7K	–	Closed
4928	DAM DLD Asset Management New York	$0	-$101K	–	Closed
4929	DEA DoubleLine ETF Adviser Tampa, Florida	$0	-$208K	–	Closed
4930	DA Duality Advisers Miami, Florida	$0	-$23.7M	–	Closed
4931	Durable Capital Partners Bethesda, Maryland	$0	-$94.3M	–	Closed
4932	E3F Eight 31 Financial Midland, Texas	$0	-$1.14M	–	Closed
4933	Element Capital Management New York	$0	-$18.6M	–	Closed
4934	EWA Emergent Wealth Advisors Williamsville, New York	$0	-$241K	–	Closed
4935	EA Ergawealth Advisors Oak Brook, Illinois	$0	-$235K	–	Closed
4936	EWA ERTS Wealth Advisors Marquette, Michigan	$0	-$282K	–	Closed
4937	Eventide Asset Management Boston, Massachusetts	$0	-$10.8M	–	Closed
4938	EE EWG Elevate Roseville, California	$0	-$258K	–	Closed
4939	EAM Exos Asset Management New York	$0	-$3.27M	–	Closed
4940	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$0	-$4.49M	–	Closed
4941	FSWA Financial Synergies Wealth Advisors Houston, Texas	$0	-$314K	–	Closed
4942	FZCM Flynn Zito Capital Management Garden City, New York	$0	-$201K	–	Closed
4943	FAM Frontier Asset Management Sheridan, Wyoming	$0	-$787K	–	Closed
4944	GIA Goodwin Investment Advisory Woodstock, Georgia	$0	-$203K	–	Closed
4945	GL Governors Lane New York	$0	-$46.2M	–	Closed
4946	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$0	-$285K	–	Closed
4947	GFL Granite FO LLC Bedford, New Hampshire	$0	-$336K	–	Closed
4948	HT HAP Trading New York	$0	-$347K	–	Closed
4949	HAM Harber Asset Management Asheville, North Carolina	$0	-$985K	–	Closed
4950	HM Harvest Management New York	$0	-$2.98M	–	Closed