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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
4951	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$0	-$21.8M	–	Closed
4952	CC Carlson Capital Dallas, Texas	$0	-$15.9M	–	Closed
4953	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$0	-$235K	–	Closed
4954	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$253K	–	Closed
4955	CA Claar Advisors New York	$0	-$4.55M	–	Closed
4956	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$0	-$1.3M	–	Closed
4957	CSD Clear Street Derivatives New York	$0	-$20.9K	–	Closed
4958	CloudAlpha Capital Management Hong Kong	$0	-$6.91M	–	Closed
4959	CGFA Colton Groome Financial Advisors Asheville, North Carolina	$0	-$13.4K	–	Closed
4960	CW Cook Wealth Raleigh, North Carolina	$0	-$211K	–	Closed
4961	Cooperman Leon G	$0	-$51.3M	–	Closed
4962	CC Covalis Capital London, United Kingdom	$0	-$2.02M	–	Closed
4963	CFC Coyle Financial Counsel Glenview, Illinois	$0	-$203K	–	Closed
4964	CA Crossingbridge Advisors Pleasantville, New York	$0	-$2.67M	–	Closed
4965	CFO Custos Family Office Austin, Texas	$0	-$502K	–	Closed
4966	DI Disciplined Investments Tulsa, Oklahoma	$0	-$222K	–	Closed
4967	Discovery Capital Management South Norwalk, Connecticut	$0	-$1.34M	–	Closed
4968	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$0	-$35.5K	–	Closed
4969	Duff & Phelps Investment Management Chicago, Illinois	$0	-$1.5M	–	Closed
4970	Dymon Asia Capital (Singapore) Singapore	$0	-$3.76M	–	Closed
4971	EFI EHP Funds Inc Toronto, Canada	$0	-$438K	–	Closed
4972	ECP Electron Capital Partners New York	$0	-$52.3M	–	Closed
4973	Employees Provident Fund Board Shah Alam, Malaysia	$0	-$62.5M	–	Closed
4974	FP Factorial Partners Mt. Kisco, New York	$0	-$2.59M	–	Closed
4975	FSI Flow State Investments Chicago, Illinois	$0	-$2.57M	–	Closed