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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
5451	CTA Camelot Technology Advisors San Francisco, California	$0	-$241K	–	Closed
5452	CPP Capasso Planning Partners Charleston, South Carolina	$0	-$277K	–	Closed
5453	CFM Capricorn Fund Managers London, United Kingdom	$0	-$1.4M	–	Closed
5454	CCLA Investment Management London, United Kingdom	$0	-$29.7M	–	Closed
5455	CWA Centennial Wealth Advisory Traverse City, Michigan	$0	-$234K	–	Closed
5456	CWA Choice Wealth Advisors Waterville, Maine	$0	-$221K	–	Closed
5457	CPA Clear Point Advisors Melville, New York	$0	-$162K	–	Closed
5458	Comgest Global Investors Paris, France	$0	-$403K	–	Closed
5459	CCM Conway Capital Management Burbank, California	$0	-$316K	–	Closed
5460	CCP Corbin Capital Partners New York	$0	-$64.5K	–	Closed
5461	CCWM Correct Capital Wealth Management Clayton, Missouri	$0	-$278K	–	Closed
5462	Corvex Management New York	$0	-$30.1M	–	Closed
5463	CCM Courage Capital Management Nashville, Tennessee	$0	-$363K	–	Closed
5464	Cowen and Company New York	$0	-$40.9M	–	Closed
5465	CI CPR Investments Rochester, Michigan	$0	-$704K	–	Closed
5466	CCI Credit Capital Investments Livingston, New Jersey	$0	-$258K	–	Closed
5467	CAS CTC Alternative Strategies Chicago, Illinois	$0	-$230K	–	Closed
5468	CCP Cunning Capital Partners Morrisville, North Carolina	$0	-$3.84M	–	Closed
5469	CWP Curated Wealth Partners El Segundo, California	$0	-$1.19M	–	Closed
5470	DAL Delta Air Lines Atlanta, Georgia	$0	-$676K	–	Closed
5471	EI EDMP Inc Lutz, Florida	$0	-$4.15M	–	Closed
5472	ECM Estuary Capital Management Wayzata, Minnesota	$0	-$3.85M	–	Closed
5473	FFO Fiduciary Family Office Boca Raton, Florida	$0	-$5.52M	–	Closed
5474	FSCM First Sabrepoint Capital Management Dallas, Texas	$0	-$5.28M	–	Closed
5475	FTDI First Trust Direct Indexing Boston, Massachusetts	$0	-$34.4M	–	Closed