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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
5001	RPCA Running Point Capital Advisors El Segundo, California	$0	-$324K	–	Closed
5002	SM Sabby Management Miami Beach, Florida	$0	-$8.4K	–	Closed
5003	SLWA San Luis Wealth Advisors San Luis Obispo, California	$0	-$203K	–	Closed
5004	Sax Wealth Advisors Parsippany, New Jersey	$0	-$655K	–	Closed
5005	SH SeaTown Holdings Singapore	$0	-$10.8M	–	Closed
5006	Seven Grand Managers Bronxville, New York	$0	-$1.4M	–	Closed
5007	SCM SG Capital Management Chicago, Illinois	$0	-$1.63M	–	Closed
5008	SPA Shore Point Advisors Brielle, New Jersey	$0	-$226K	–	Closed
5009	SCM Sollinda Capital Management Miami, Florida	$0	-$973K	–	Closed
5010	SJGA Stephen J. Garry & Associates Garden City, New York	$0	-$260K	–	Closed
5011	SCM Stordahl Capital Management Greenwood Village, Colorado	$0	-$232K	–	Closed
5012	SWA Strata Wealth Advisors Dallas, Texas	$0	-$210K	–	Closed
5013	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$0	-$322K	–	Closed
5014	TA Tactive Advisors Jacksonville, Florida	$0	-$583K	–	Closed
5015	TCM TAM Capital Management Stamford, Connecticut	$0	-$1.74M	–	Closed
5016	TCM Tang Capital Management San Diego, California	$0	-$1.12M	–	Closed
5017	TFG Team Financial Group Temecula, California	$0	-$126K	–	Closed
5018	TCIM TOMS Capital Investment Management New York	$0	-$29.6M	–	Closed
5019	TFP Triune Financial Partners Overland Park, Kansas	$0	-$267K	–	Closed
5020	TCM Trybe Capital Management Greenwich, Connecticut	$0	-$17.3M	–	Closed
5021	VCG Vantage Consulting Group Virginia Beach, Virginia	$0	-$202K	–	Closed
5022	VWM VCI Wealth Management St Louis, Missouri	$0	-$250K	–	Closed
5023	VFG Victory Financial Group Austin, Texas	$0	-$200K	–	Closed
5024	VAM Vienna Asset Management Saratoga, California	$0	-$232K	–	Closed
5025	WIM Warwick Investment Management Bryan, Texas	$0	-$219K	–	Closed