← 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	% of Portfolio	Status
5451	BOCH Blue Owl Capital Holdings New York	$0	-$125K	–	Closed
5452	BIP Blueprint Investment Partners Greensboro, North Carolina	$0	-$2M	–	Closed
5453	BA Bluesphere Advisors East Norriton, Pennsylvania	$0	-$346K	–	Closed
5454	BCG Bravias Capital Group Iselin, New Jersey	$0	-$244K	–	Closed
5455	BF Brooklyn FI New York	$0	-$562K	–	Closed
5456	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$0	-$202K	–	Closed
5457	CCG Capital CS Group Irvine, California	$0	-$587K	–	Closed
5458	Carrhae Capital London, United Kingdom	$0	-$98M	–	Closed
5459	Castle Hook Partners New York	$0	-$4.2M	–	Closed
5460	CP Castleview Partners Dallas, Texas	$0	-$1.13M	–	Closed
5461	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$1.16M	–	Closed
5462	CP Clarendon Private Boston, Massachusetts	$0	-$613K	–	Closed
5463	C1AG Client 1st Advisory Group Dunedin, Florida	$0	-$215K	–	Closed
5464	CAM Clio Asset Management Charlottesville, Virginia	$0	-$111K	–	Closed
5465	CMT Capital Markets Trading Frankfurt, Germany	$0	-$1.16M	–	Closed
5466	CFGS Concourse Financial Group Securities Birmingham, Alabama	$0	-$22.9M	–	Closed
5467	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$0	-$804K	–	Closed
5468	CIA Corigliano Investment Advisers Raleigh, North Carolina	$0	-$557K	–	Closed
5469	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$0	-$258K	–	Closed
5470	CM Crestline Management Fort Worth, Texas	$0	-$42.2M	–	Closed
5471	CANC Culbertson A N & Co Charlottesville, Virginia	$0	-$201K	–	Closed
5472	DMKJ David M. Knott Jr	$0	-$25K	–	Closed
5473	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$0	-$333K	–	Closed
5474	DA DCF Advisers Greenwich, Connecticut	$0	-$1.24M	–	Closed
5475	DWA Delos Wealth Advisors Dallas, Texas	$0	-$54.1K	–	Closed