← 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
5551	RW RVW Wealth Los Angeles, California	$0	-$430K	–	Closed
5552	Sachem Head Capital Management New York	$0	-$72.5M	–	Closed
5553	SWM Sagace Wealth Management St. Petersburg, Florida	$0	-$234K	–	Closed
5554	SC Sasco Capital Fairfield, Connecticut	$0	-$14.8M	–	Closed
5555	SCA Sassicaia Capital Advisers Jericho, New York	$0	-$226K	–	Closed
5556	SC Schubert & Co Mckinney, Texas	$0	-$210K	–	Closed
5557	SCA Scott Capital Advisors Portland, Oregon	$0	-$237K	–	Closed
5558	SI SCP Investment Orinda, California	$0	-$303K	–	Closed
5559	SWM Selective Wealth Management Forest, Virginia	$0	-$395K	–	Closed
5560	Sessa Capital New York	$0	-$11.4M	–	Closed
5561	SEC Seven Eight Capital New York	$0	-$23M	–	Closed
5562	SWP Significant Wealth Partners Cary, Illinois	$0	-$715K	–	Closed
5563	SW Signify Wealth Saint Louis, Missouri	$0	-$204K	–	Closed
5564	SAM Silverback Asset Management Chapel Hill, North Carolina	$0	-$28.8K	–	Closed
5565	SOAG Silver Oak Advisory Group Portland, Oregon	$0	-$207K	–	Closed
5566	SONA Asset Management (US) New York	$0	-$2.7M	–	Closed
5567	SSM Sound Shore Management Greenwich, Connecticut	$0	-$62.1M	–	Closed
5568	SCM Spyglass Capital Management San Francisco, California	$0	-$34.8M	–	Closed
5569	SG StepStone Group La Jolla, California	$0	-$18.8M	–	Closed
5570	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$0	-$381K	–	Closed
5571	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$0	-$19.9M	–	Closed
5572	SH Svenska Handelsbanken Stockholm, Sweden	$0	-$40.7M	–	Closed
5573	SFC Swisher Financial Concepts Westerville, Ohio	$0	-$228K	–	Closed
5574	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$250K	–	Closed
5575	TSW Three Seasons Wealth Salt Lake City, Utah	$0	-$400K	–	Closed