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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	Theme Stocks	% of Portfolio	Status
5676	BGWM Bridge Generations Wealth Management South Miami, Florida	$632	$0	1	0%	Maintained
5677	5SA 5th Street Advisors Southport, Connecticut	$0	-$280K	0	–	Closed
5678	AWM Act Wealth Management Plano, Texas	$0	-$226K	0	–	Closed
5679	Adapt Investment Managers Geneva, Switzerland	$0	-$165K	0	–	Closed
5680	ARC Advisor Resource Council Dallas, Texas	$0	-$573K	0	–	Closed
5681	ACP Albar Capital Partners London, United Kingdom	$0	-$29.7M	0	–	Closed
5682	Alphadyne Asset Management New York	$0	-$24.6K	0	–	Closed
5683	AWF Alpha Wealth Funds Park City, Utah	$0	-$1.94M	0	–	Closed
5684	AAM Alpine Associates Management Palm Beach, Florida	$0	-$17.5M	0	–	Closed
5685	APC Alta Park Capital San Francisco, California	$0	-$5.98M	0	–	Closed
5686	AIA Alternative Investment Advisors Maitland, Florida	$0	-$1.38M	0	–	Closed
5687	AC AltraVue Capital Bellevue, Washington	$0	-$55.2M	0	–	Closed
5688	AAM Ameraudi Asset Management New York	$0	-$313K	0	–	Closed
5689	AGC Angelo Gordon & Co New York	$0	-$3.18M	0	–	Closed
5690	ACM Anomaly Capital Management New York	$0	-$29.5M	0	–	Closed
5691	AIC Anthracite Investment Company Fort Worth, Texas	$0	-$10.4M	0	–	Closed
5692	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$0	-$201K	0	–	Closed
5693	AC ASB Consultores Aventura, Florida	$0	-$2.12M	0	–	Closed
5694	AC Attessa Capital Tucson, Arizona	$0	-$421K	0	–	Closed
5695	BHMP Bardin Hill Management Partners New York	$0	-$5.58M	0	–	Closed
5696	Baupost Group Boston, Massachusetts	$0	-$134M	0	–	Closed
5697	BC Beaconlight Capital New York	$0	-$366K	0	–	Closed
5698	BMM Berkshire Money Management Dalton, Massachusetts	$0	-$2.02M	0	–	Closed
5699	BWG Berry Wealth Group Granbury, Texas	$0	-$570K	0	–	Closed
5700	BCM Beryl Capital Management Redondo Beach, California	$0	-$238K	0	–	Closed