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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
5676	MIM Marshall Investment Management Littleton, Colorado	$0	-$738K	–	Closed
5677	MAM Maytree Asset Management Hong Kong	$0	-$383K	–	Closed
5678	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$168K	–	Closed
5679	MIM Meridiem Investment Management London, United Kingdom	$0	-$212K	–	Closed
5680	MG Meritage Group San Francisco, California	$0	-$53M	–	Closed
5681	Millburn Ridgefield Corp New York	$0	-$497K	–	Closed
5682	MWM Mittelman Wealth Management Andover, Massachusetts	$0	-$202K	–	Closed
5683	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$446K	–	Closed
5684	OGC One68 Global Capital New York	$0	-$16.4M	–	Closed
5685	OWA ORBA Wealth Advisors Chicago, Illinois	$0	-$336K	–	Closed
5686	OrbiMed New York	$0	-$993K	–	Closed
5687	PC Panoramic Capital Larkspur, California	$0	-$2.13M	–	Closed
5688	PCM Payne Capital Management New York	$0	-$1.01M	–	Closed
5689	PPC Pennington Partners & Co Bethesda, Maryland	$0	-$276K	–	Closed
5690	PPWM PFG Private Wealth Management Lutz, Florida	$0	-$86.8K	–	Closed
5691	PGGM Investments Zeist, Netherlands	$0	-$54.9M	–	Closed
5692	PCM Ping Capital Management New York	$0	-$944K	–	Closed
5693	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$0	-$206K	–	Closed
5694	PSC Portman Square Capital London, United Kingdom	$0	-$3.03M	–	Closed
5695	PCR Potrero Capital Research San Francisco, California	$0	-$8.19M	–	Closed
5696	PCM Prentice Capital Management Greenwich, Connecticut	$0	-$3.24M	–	Closed
5697	PWH Priebe Wealth Holdings Maple Grove, Minnesota	$0	-$265K	–	Closed
5698	PIN Prudent Investors Network Lake Forest, California	$0	-$763K	–	Closed
5699	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$0	-$11.7M	–	Closed
5700	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$0	-$11.7M	–	Closed