← 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
5651	FCI Financial Counselors Inc Overland Park, Kansas	$0	-$196M	–	Closed
5652	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$0	-$210K	–	Closed
5653	FFG Floyd Financial Group Springfield, Missouri	$0	-$1.36M	–	Closed
5654	FWA FSC Wealth Advisors Fishkill, New York	$0	-$364K	–	Closed
5655	GCP Garda Capital Partners Wayzata, Minnesota	$0	-$1.08M	–	Closed
5656	GRR Golden Reserve Retirement Dublin, Ohio	$0	-$299K	–	Closed
5657	GIA Goodwin Investment Advisory Woodstock, Georgia	$0	-$286K	–	Closed
5658	GC Gruss & Co West Palm Beach, Florida	$0	-$204K	–	Closed
5659	HCI Harraden Circle Investments New York	$0	-$12.8M	–	Closed
5660	HGIM High Ground Investment Management London, United Kingdom	$0	-$2.42M	–	Closed
5661	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$3.23M	–	Closed
5662	IC Innealta Capital Austin, Texas	$0	-$201K	–	Closed
5663	IPW Intergy Private Wealth Colorado Springs, Colorado	$0	-$38.3K	–	Closed
5664	IWA Invera Wealth Advisors Bend, Oregon	$0	-$1.13M	–	Closed
5665	KWA Kellett Wealth Advisors Cincinnati, Ohio	$0	-$302K	–	Closed
5666	KFG Kelly Financial Group Wethersfield, Connecticut	$0	-$313K	–	Closed
5667	KCM Kempner Capital Management Galveston, Texas	$0	-$4.34M	–	Closed
5668	KC Kepos Capital New York	$0	-$390K	–	Closed
5669	KA Kerrisdale Advisers Miami, Florida	$0	-$1.92M	–	Closed
5670	KFG Kingdom Financial Group Peoria, Arizona	$0	-$409K	–	Closed
5671	KC Kryger Capital London, United Kingdom	$0	-$36.1M	–	Closed
5672	LCM Lakewood Capital Management New York	$0	-$15.5M	–	Closed
5673	LG Lane Generational Dover, Massachusetts	$0	-$2.67M	–	Closed
5674	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$0	-$2.73K	–	Closed
5675	MI M3F Inc Salt Lake City, Utah	$0	-$1.93M	–	Closed