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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
5476	FAM Flaharty Asset Management Clearwater, Florida	$0	-$532K	–	Closed
5477	FGI Foresight Global Investors Purchase, New York	$0	-$1.93M	–	Closed
5478	FBCM Fort Baker Capital Management Larkspur, California	$0	-$5.4M	–	Closed
5479	FPM Francisco Partners Management San Francisco, California	$0	-$1.21M	–	Closed
5480	FI FWG Investments Lexington, Kentucky	$0	-$228K	–	Closed
5481	GPW Gentry Private Wealth Wichita, Kansas	$0	-$454K	–	Closed
5482	GCM Gladius Capital Management Chicago, Illinois	$0	-$887K	–	Closed
5483	GWM GoalFusion Wealth Management Austin, Texas	$0	-$209K	–	Closed
5484	GCM Greenland Capital Management New York	$0	-$3.59M	–	Closed
5485	GPA Guidance Point Advisors Wellesley, Massachusetts	$0	-$477K	–	Closed
5486	HW Hamilton Wealth Encino, California	$0	-$968K	–	Closed
5487	HCM Helios Capital Management Singapore	$0	-$2.29M	–	Closed
5488	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$0	-$1.62M	–	Closed
5489	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$0	-$423K	–	Closed
5490	HS HighVista Strategies Boston, Massachusetts	$0	-$1.87M	–	Closed
5491	HGWM Horst & Graben Wealth Management Portland, Oregon	$0	-$226K	–	Closed
5492	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$0	-$219K	–	Closed
5493	HP HT Partners Centerbrook, Connecticut	$0	-$212K	–	Closed
5494	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$0	-$433K	–	Closed
5495	JC JBF Capital Aspen, Colorado	$0	-$177K	–	Closed
5496	Jericho Capital Asset Management New York	$0	-$120M	–	Closed
5497	KCM Khrom Capital Management Miami Beach, Florida	$0	-$2.06M	–	Closed
5498	Kodai Capital Management Chicago, Illinois	$0	-$138M	–	Closed
5499	KW KWB Wealth Redlands, California	$0	-$383K	–	Closed
5500	LA Lane & Associates Moorestown, New Jersey	$0	-$440K	–	Closed