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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
5526	OAS Optivise Advisory Services Franklin, Tennessee	$0	-$243K	–	Closed
5527	OIM Orca Investment Management Roseburg, Oregon	$0	-$584K	–	Closed
5528	OM OV Management Minneapolis, Minnesota	$0	-$2.01M	–	Closed
5529	OCAM Owl Creek Asset Management New York	$0	-$5.61M	–	Closed
5530	PW Paladin Wealth Arden Hills, Minnesota	$0	-$644K	–	Closed
5531	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$0	-$203K	–	Closed
5532	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$0	-$10.8M	–	Closed
5533	PCM Philosophy Capital Management Alamo, California	$0	-$12.3M	–	Closed
5534	PBT Pictet Bank & Trust Nassau, Bahamas	$0	-$963K	–	Closed
5535	PS Planned Solutions Folsom, California	$0	-$216K	–	Closed
5536	PIM Platinum Investment Management Sydney Australia 2000, Australia	$0	-$893K	–	Closed
5537	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$0	-$213K	–	Closed
5538	PM Plustick Management Charlottesville, Virginia	$0	-$9.41M	–	Closed
5539	PSC Portman Square Capital London, United Kingdom	$0	-$2.03M	–	Closed
5540	PFA Professional Financial Advisors North Platte, Nebraska	$0	-$214K	–	Closed
5541	PWP Pursue Wealth Partners Clayton, California	$0	-$922K	–	Closed
5542	QAM Q3 Asset Management Birmingham, Michigan	$0	-$2.58M	–	Closed
5543	RK Rather & Kittrell Knoxville, Tennessee	$0	-$215K	–	Closed
5544	RFN Redwood Financial Network Solon, Ohio	$0	-$208K	–	Closed
5545	RW REDW Wealth Albuquerque, New Mexico	$0	-$1.1M	–	Closed
5546	RCAP Resolute Capital Asset Partners Denver, Colorado	$0	-$3.96M	–	Closed
5547	RSS Rosenblum Silverman Sutton San Francisco, California	$0	-$224K	–	Closed
5548	RC Roubaix Capital Denver, Colorado	$0	-$3.94M	–	Closed
5549	RA Rovida Advisors Fort Lauderdale, Florida	$0	-$41.3M	–	Closed
5550	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$0	-$5.58M	–	Closed