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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
5551	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$0	-$684K	–	Closed
5552	PCA PMV Capital Advisers Dallas, Texas	$0	-$107K	–	Closed
5553	Polen Capital Management Boca Raton, Florida	$0	-$1.15M	–	Closed
5554	RCM Regency Capital Management Honolulu, Hawaii	$0	-$6.45M	–	Closed
5555	RGC Regents Gate Capital London, United Kingdom	$0	-$1.83M	–	Closed
5556	RFS Retirement Financial Solutions Knoxville, Tennessee	$0	-$1.75M	–	Closed
5557	RS Retirement Solution Redmond, Washington	$0	-$224K	–	Closed
5558	RAM Revere Asset Management Dallas, Texas	$0	-$2.71M	–	Closed
5559	RPSA Richard P. Slaughter Associates Austin, Texas	$0	-$3.91M	–	Closed
5560	RK Capital Management (Florida) Weston, Florida	$0	-$105M	–	Closed
5561	RW Rockport Wealth Fairview Park, Ohio	$0	-$1.92M	–	Closed
5562	Rubric Capital Management (New York) New York	$0	-$65.3M	–	Closed
5563	Saba Capital Management New York	$0	-$12.1M	–	Closed
5564	SA Sage Advisors Boulder, Colorado	$0	-$369K	–	Closed
5565	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$0	-$212K	–	Closed
5566	SCV Sands Capital Ventures Arlington, Virginia	$0	-$522K	–	Closed
5567	STP Science & Technology Partners New York	$0	-$204K	–	Closed
5568	SL Sentinus LLC Oak Brook, Illinois	$0	-$207K	–	Closed
5569	SAM Sequent Asset Management Houston, Texas	$0	-$479K	–	Closed
5570	SC Settian Capital New York	$0	-$2.68M	–	Closed
5571	SC Shellback Capital Boston, Massachusetts	$0	-$22.6M	–	Closed
5572	SAM Sherman Asset Management Ventura, California	$0	-$1.17K	–	Closed
5573	SFM Signet Financial Management Parsippany, New Jersey	$0	-$1.17M	–	Closed
5574	SCM Simcoe Capital Management New York	$0	-$35.1M	–	Closed
5575	SCG Sonata Capital Group Seattle, Washington	$0	-$207K	–	Closed