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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
5426	ARC Advisor Resource Council Dallas, Texas	$0	-$842K	–	Closed
5427	AF Aegis Financial Mc Lean, Virginia	$0	-$220K	–	Closed
5428	AWA Alaska Wealth Advisors Anchorage, Alaska	$0	-$247K	–	Closed
5429	AC Albar Capital London, United Kingdom	$0	-$22.6M	–	Closed
5430	ACM Alcosta Capital Management San Ramon, California	$0	-$4.95M	–	Closed
5431	AAM Alpine Associates Management Palm Beach, Florida	$0	-$9.26M	–	Closed
5432	ANB Amarillo National Bank Amarillo, Texas	$0	-$533K	–	Closed
5433	AFM Anson Funds Management Dallas, Texas	$0	-$2.21M	–	Closed
5434	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$0	-$1.85M	–	Closed
5435	ACM AREX Capital Management New York	$0	-$6.51M	–	Closed
5436	ACM Ashford Capital Management Wilmington, Delaware	$0	-$454K	–	Closed
5437	AM Atwater Malick Lancaster, Pennsylvania	$0	-$227K	–	Closed
5438	AIM Avanda Investment Management Singapore	$0	-$2.56M	–	Closed
5439	Balentine LLC Atlanta, Georgia	$0	-$402K	–	Closed
5440	BCM Bancreek Capital Management Santa Monica, California	$0	-$1.78M	–	Closed
5441	BCP Bayberry Capital Partners New York	$0	-$10.2M	–	Closed
5442	BPCM Beach Point Capital Management Santa Monica, California	$0	-$1.58M	–	Closed
5443	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$0	-$494K	–	Closed
5444	BC BIT Capital Berlin, Germany	$0	-$44.4K	–	Closed
5445	BPWM Black Point Wealth Management Naples, Florida	$0	-$211K	–	Closed
5446	BlueCrest Capital Management St Helier, Jersey	$0	-$285K	–	Closed
5447	BWM Brickley Wealth Management San Mateo, California	$0	-$216K	–	Closed
5448	BRF B. Riley Financial Los Angeles, California	$0	-$155K	–	Closed
5449	BCP BSN Capital Partners London, United Kingdom	$0	-$22.1M	–	Closed
5450	BOC Bull Oak Capital San Diego, California	$0	-$5.51K	–	Closed