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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
4976	MAG Members Advisory Group Williamsville, New York	$0	-$283K	–	Closed
4977	MLICM Metropolitan Life Insurance Company (MetLife) New York	$0	-$44.9M	–	Closed
4978	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$0	-$520K	–	Closed
4979	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$0	-$20.1K	–	Closed
4980	MIM Monashee Investment Management Boston, Massachusetts	$0	-$8.43M	–	Closed
4981	MWA Motive Wealth Advisors Birmingham, Michigan	$0	-$209K	–	Closed
4982	NFG Nadler Financial Group Deerfield, Illinois	$0	-$219K	–	Closed
4983	NI NDVR Inc Boston, Massachusetts	$0	-$480K	–	Closed
4984	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$1.42M	–	Closed
4985	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$2.07M	–	Closed
4986	NPCM North Peak Capital Management New York	$0	-$43.3M	–	Closed
4987	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$0	-$246K	–	Closed
4988	PWM Pacific Wealth Management San Diego, California	$0	-$962K	–	Closed
4989	PCM Palouse Capital Management Spokane, Washington	$0	-$1.41M	–	Closed
4990	PCMU Paragon Capital Management (Utah) Provo, Utah	$0	-$1.5M	–	Closed
4991	PFA Peak Financial Advisors Denver, Colorado	$0	-$2.92M	–	Closed
4992	PWM Peterson Wealth Management Sparks, Nevada	$0	-$485K	–	Closed
4993	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$0	-$214K	–	Closed
4994	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$0	-$1.95M	–	Closed
4995	PCMH Polymer Capital Management (HK) Hong Kong	$0	-$478K	–	Closed
4996	PFC Poplar Forest Capital Pasadena, California	$0	-$24.1M	–	Closed
4997	PP Praetorian PR Rincon, Puerto Rico	$0	-$5.64M	–	Closed
4998	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$0	-$2.32M	–	Closed
4999	PFT Providence First Trust Scottsdale, Arizona	$0	-$1.09M	–	Closed
5000	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$326K	–	Closed