← All themes

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
5426	HIM HGC Investment Management Toronto, Ontario, Canada	$580	-$10.8M	1	0%	Reduced
5427	WGS Washington Growth Strategies Washington, District of Columbia	$232	+$7.38K	1	0.21%	New
5428	3AM 3EDGE Asset Management Naples, Florida	$0	-$64.2M	0	–	Closed
5429	ACM Adelante Capital Management Alameda, California	$0	-$567K	0	–	Closed
5430	AWMG ADG Wealth Management Group Metairie, Louisiana	$0	-$206K	0	–	Closed
5431	AIFS A&I Financial Services Lone Tree, Colorado	$0	-$206K	0	–	Closed
5432	AIP Alexis Investment Partners Montgomery, Texas	$0	-$266K	0	–	Closed
5433	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$4.31M	0	–	Closed
5434	ACMH Andar Capital Management (HK) Hong Kong	$0	-$3.62M	0	–	Closed
5435	AIA Angeles Investment Advisors Santa Monica, California	$0	-$4.07M	0	–	Closed
5436	ACM Anomaly Capital Management New York	$0	-$13M	0	–	Closed
5437	ACM Ararat Capital Management Westport, Connecticut	$0	-$4.52M	0	–	Closed
5438	Armistice Capital New York	$0	-$6.12M	0	–	Closed
5439	AI Arrien Investments Boise, Idaho	$0	-$218K	0	–	Closed
5440	AC Arrow Capital Sydney, Australia	$0	-$4.09M	0	–	Closed
5441	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$0	-$214K	0	–	Closed
5442	ASM ATW SPAC Management New York	$0	-$339K	0	–	Closed
5443	AWA Authentikos Wealth Advisory Morgan Hill, California	$0	-$881K	0	–	Closed
5444	AI Axecap Investments Mason, Ohio	$0	-$7.23M	0	–	Closed
5445	BDL Banque de Luxembourg Luxembourg	$0	-$37.9K	0	–	Closed
5446	BAM Bastion Asset Management Montreal, Canada	$0	-$703K	0	–	Closed
5447	BI Beckerman Institutional Ocean Grove, New Jersey	$0	-$304K	0	–	Closed
5448	BCM Beryl Capital Management Redondo Beach, California	$0	-$2.62M	0	–	Closed
5449	BI BFI Infinity Zurich, Switzerland	$0	-$255K	0	–	Closed
5450	BOC Blue Oak Capital Menlo Park, California	$0	-$292K	0	–	Closed