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
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 5076 |
WSL
Western Standard LLC
Los Angeles,
California
| $0 | -$2.18M | 0 | – | Closed |
|
| 5077 |
WIA
Wetzel Investment Advisors
Indianapolis,
Indiana
| $0 | -$626K | 0 | – | Closed |
|
| 5078 |
Whale Rock Capital Management
Boston,
Massachusetts
| $0 | -$22.7M | 0 | – | Closed |
|
| 5079 |
WEO
William E. Oberndorf
| $0 | -$2.61M | 0 | – | Closed |
|
| 5080 |
WA
Win Advisors
Palm Beach Gardens,
Florida
| $0 | -$543K | 0 | – | Closed |
|
| 5081 |
YSP
Yarra Square Partners
New York
| $0 | -$6.63M | 0 | – | Closed |
|
| 5082 |
YCM
Yiheng Capital Management
San Francisco,
California
| $0 | -$33.2M | 0 | – | Closed |
|