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	Theme Stocks	% of Portfolio	Status
5026	WCM Washburn Capital Management Vero Beach, Florida	$0	-$606K	0	–	Closed
5027	WI WBI Investments Red Bank, New Jersey	$0	-$3.25M	0	–	Closed
5028	WWA WCG Wealth Advisors Las Vegas, Nevada	$0	-$3.76M	0	–	Closed
5029	Weiss Multi-Strategy Advisers New York	$0	-$59.1M	0	–	Closed
5030	WFA WestHill Financial Advisors San Rafael, California	$0	-$249K	0	–	Closed
5031	WW Westshore Wealth Newport Beach, California	$0	-$200K	0	–	Closed
5032	WF Whelan Financial Fresno, California	$0	-$207K	0	–	Closed
5033	WWWM White Wing Wealth Management The Wodlands, Texas	$0	-$202K	0	–	Closed
5034	WLG Williamson Legacy Group Carmel, Indiana	$0	-$1.43M	0	–	Closed
5035	WC Winmill & Co Walpole, New Hampshire	$0	-$2.32M	0	–	Closed
5036	WCM Winthrop Capital Management Carmel, Indiana	$0	-$1.22M	0	–	Closed
5037	YAVAPFMC Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$0	-$912K	0	–	Closed
5038	YCG Yeomans Consulting Group Marietta, Georgia	$0	-$355K	0	–	Closed
5039	ZCM Zenyatta Capital Management Dover, Delaware	$0	-$20.9M	0	–	Closed