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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
5726	EAM Eschler Asset Management London, United Kingdom	$0	-$2.95M	–	Closed
5727	EAM Everstar Asset Management Mooresville, North Carolina	$0	-$309K	–	Closed
5728	FC Family CFO Los Altos, California	$0	-$27.2K	–	Closed
5729	FD Financial Designs Claremont, California	$0	-$306K	–	Closed
5730	FVIM Fort Vancouver Investment Management Vancouver, Washington	$0	-$7.5K	–	Closed
5731	FIM Freedom Investment Management Hartford, Connecticut	$0	-$11M	–	Closed
5732	G Gainplan Bloomfield Hills, Michigan	$0	-$422K	–	Closed
5733	GCM Gladius Capital Management Chicago, Illinois	$0	-$246K	–	Closed
5734	GP Greenline Partners New York	$0	-$292K	–	Closed
5735	Guinness Asset Management London, United Kingdom	$0	-$85.6K	–	Closed
5736	HAFG Hansen & Associates Financial Group Roseville, California	$0	-$1.67M	–	Closed
5737	HFA Harbert Fund Advisors Birmingham, Alabama	$0	-$2.15M	–	Closed
5738	HM Harvest Management New York	$0	-$464K	–	Closed
5739	HCM Heights Capital Management San Francisco, California	$0	-$23.3M	–	Closed
5740	HVCM Hel Ved Capital Management Central, Hong Kong	$0	-$13.5M	–	Closed
5741	HFA Hershey Financial Advisers Lancaster, Pennsylvania	$0	-$1.37M	–	Closed
5742	HIM HGC Investment Management Toronto, Ontario, Canada	$0	-$1.54K	–	Closed
5743	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$0	-$707K	–	Closed
5744	HLAM Hidden Lake Asset Management New York	$0	-$1.71M	–	Closed
5745	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$0	-$212K	–	Closed
5746	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$0	-$267K	–	Closed
5747	Iconiq Capital San Francisco, California	$0	-$8.64M	–	Closed
5748	Impax Asset Management Group London, United Kingdom	$0	-$2.1M	–	Closed
5749	IMC Investment Management Corporation Roanoke, Virginia	$0	-$12K	–	Closed
5750	ICM Irenic Capital Management New York	$0	-$60.5M	–	Closed