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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
5751	JCM JAT Capital Management Greenwich, Connecticut	$0	-$3.75M	–	Closed
5752	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$0	-$17.9M	–	Closed
5753	JIC Juniper Investment Company New York	$0	-$41.9K	–	Closed
5754	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$5.87M	–	Closed
5755	KLI Kelman-Lazarov Inc Memphis, Tennessee	$0	-$271K	–	Closed
5756	KIG Kessler Investment Group Columbus, Indiana	$0	-$14.3M	–	Closed
5757	KC Kintayl Capital New York	$0	-$2.84M	–	Closed
5758	KGI Kopernik Global Investors Tampa, Florida	$0	-$15M	–	Closed
5759	L1 Capital Melbourne VIC 3000, Australia	$0	-$83.8K	–	Closed
5760	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$0	-$29.1K	–	Closed
5761	Loews Corp New York	$0	-$11.1M	–	Closed
5762	LSC Logan Stone Capital Chicago, Illinois	$0	-$3.57M	–	Closed
5763	LM Luminus Management Houston, Texas	$0	-$1.03M	–	Closed
5764	LCG Lynx Capital Group Beachwood, Ohio	$0	-$5.49M	–	Closed
5765	MGCM Mane Global Capital Management New York	$0	-$557K	–	Closed
5766	MIC Maxi Investments CY Limassol, Cyprus	$0	-$12.6M	–	Closed
5767	MCM Maytus Capital Management New York	$0	-$1.09M	–	Closed
5768	MCAI Members Capital Advisors Inc Madison, Wisconsin	$0	-$189K	–	Closed
5769	MHS M Holdings Securities Portland, Oregon	$0	-$5.21M	–	Closed
5770	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$0	-$565K	–	Closed
5771	MAM Monaco Asset Management Monaco	$0	-$3.01M	–	Closed
5772	NRD Nebula Research & Development New York	$0	-$40.2M	–	Closed
5773	Norges Bank Oslo, Norway	$0	-$14.9B	–	Closed
5774	NOSC North of South Capital London, United Kingdom	$0	-$137K	–	Closed
5775	ORP Orion Resource Partners New York	$0	-$860K	–	Closed