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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
5026	THL Tillman Hartley LLC Denver, Colorado	$0	-$448K	–	Closed
5027	TC Torno Capital Cohasset, Massachusetts	$0	-$19K	–	Closed
5028	TFIAP Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland	$0	-$11.4K	–	Closed
5029	TW Towerpoint Wealth Sacramento, California	$0	-$200K	–	Closed
5030	TWM Trinity Wealth Management Berwyn, Pennsylvania	$0	-$211K	–	Closed
5031	TC Trium Capital London, United Kingdom	$0	-$10.9M	–	Closed
5032	TCA Troluce Capital Advisors Dorado, Puerto Rico	$0	-$29.4M	–	Closed
5033	TVM True Vision MN Woodbury, Minnesota	$0	-$463K	–	Closed
5034	VAM Valliance Asset Management Central, Hong Kong	$0	-$1.13M	–	Closed
5035	VAM Vazirani Asset Management New York	$0	-$393K	–	Closed
5036	VIG Vienna Insurance Group Warsaw, Poland	$0	-$4.23M	–	Closed
5037	Viking Global Investors Stamford, Connecticut	$0	-$480M	–	Closed
5038	VL Vima LLC Troy, Michigan	$0	-$354K	–	Closed
5039	VC Vision Capital Toronto, Ontario, Canada	$0	-$7.25M	–	Closed
5040	WI Wafra Inc New York	$0	-$26.6M	–	Closed
5041	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$0	-$209K	–	Closed
5042	WIC Water Island Capital New York	$0	-$1.61M	–	Closed
5043	WWM Waterway Wealth Management The Woodlands, Texas	$0	-$645K	–	Closed
5044	WWC Waypoint Wealth Counsel Atlanta, Georgia	$0	-$282K	–	Closed
5045	WCM WealthBridge Capital Management Westerville, Ohio	$0	-$216K	–	Closed
5046	WF Williams Financial North Bennington, Vermont	$0	-$948K	–	Closed
5047	WWM WJ Wealth Management Glendale, Arizona	$0	-$589K	–	Closed
5048	WVP Worth Venture Partners Fort Lee, New Jersey	$0	-$52K	–	Closed
5049	WAM WT Asset Management Hong Kong	$0	-$460K	–	Closed
5050	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$0	-$36.7M	–	Closed