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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	MP Mangrove Partners Greenwich, Connecticut	$0	-$33.4M	–	Closed
5002	MWM Maripau Wealth Management Fort Wayne, Indiana	$0	-$795K	–	Closed
5003	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$0	-$1.4B	–	Closed
5004	MC Minot Capital Broomfield, Colorado	$0	-$4.94M	–	Closed
5005	MPM Mountaineer Partners Management New York	$0	-$8.82M	–	Closed
5006	NL NDWM LLC La Jolla, California	$0	-$223K	–	Closed
5007	NOI Newton One Investments Newark, Delaware	$0	-$9.9K	–	Closed
5008	NCM Noesis Capital Mangement Boca Raton, Florida	$0	-$218K	–	Closed
5009	NA Nottingham Advisors Amherst, New York	$0	-$252K	–	Closed
5010	NRA NSI Retail Advisors Warrendale, Pennsylvania	$0	-$204K	–	Closed
5011	OHWA Oak Hill Wealth Advisors Lansdowne, Virginia	$0	-$2.14M	–	Closed
5012	ODA One Degree Advisors San Diego, California	$0	-$41K	–	Closed
5013	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$0	-$783K	–	Closed
5014	ORP Orion Resource Partners New York	$0	-$219K	–	Closed
5015	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$0	-$281K	–	Closed
5016	PL Parkwood LLC Cleveland, Ohio	$0	-$1.63M	–	Closed
5017	PCM Passive Capital Management Baltimore, Maryland	$0	-$250K	–	Closed
5018	PWA PCG Wealth Advisors Overland Park, Kansas	$0	-$415K	–	Closed
5019	PRC Pearl River Capital Niles, Michigan	$0	-$21.2M	–	Closed
5020	PCP Perbak Capital Partners London, United Kingdom	$0	-$2.97M	–	Closed
5021	PFG Pinnacle Financial Group Western Springs, Illinois	$0	-$251K	–	Closed
5022	PC Prevatt Capital Nassau, Bahamas	$0	-$16M	–	Closed
5023	PCM Primavera Capital Management George Town, Cayman Islands	$0	-$114M	–	Closed
5024	PFMU Privium Fund Management (UK) London, United Kingdom	$0	-$1.78M	–	Closed
5025	PC Promethos Capital Boston, Massachusetts	$0	-$10.8K	–	Closed