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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
6101	AACP Advantage Alpha Capital Partners San Francisco, California	$0	-$6.88M	–	Closed
6102	AWA Alaska Wealth Advisors Anchorage, Alaska	$0	-$203K	–	Closed
6103	ACM Alethea Capital Management Mercer Island, Washington	$0	-$331K	–	Closed
6104	AFCM Alta Fox Capital Management Fort Worth, Texas	$0	-$20.3M	–	Closed
6105	AFG Altiora Financial Group Lebanon, Ohio	$0	-$365K	–	Closed
6106	AHT Amanah Holdings Trust London,	$0	-$56.9M	–	Closed
6107	AC Amitell Capital Singapore	$0	-$14.3M	–	Closed
6108	APG Asset Management US New York	$0	-$9.13M	–	Closed
6109	AWAM Appian Way Asset Management New York	$0	-$4.29M	–	Closed
6110	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$0	-$200K	–	Closed
6111	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$374K	–	Closed
6112	AP Arlington Partners Birmingham, Alabama	$0	-$10.8M	–	Closed
6113	AC Arrow Capital Sydney, Australia	$0	-$7.59M	–	Closed
6114	APW Axim Planning & Wealth Springboro, Ohio	$0	-$260K	–	Closed
6115	BBW Blue Barn Wealth Orem, Utah	$0	-$2.29M	–	Closed
6116	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$3.38M	–	Closed
6117	BI BlueSpruce Investments Chicago, Illinois	$0	-$994K	–	Closed
6118	BAM BOCHK Asset Management Hong Kong	$0	-$34.6K	–	Closed
6119	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$0	-$260K	–	Closed
6120	Brighton Jones LLC Seattle, Washington	$0	-$46.7M	–	Closed
6121	BAS Brueske Advisory Services Bellevue, Washington	$0	-$1.28M	–	Closed
6122	CCM Campbell Capital Management Miami, Florida	$0	-$312K	–	Closed
6123	CCG Capital CS Group Irvine, California	$0	-$1.15M	–	Closed
6124	CPL Capital & Planning LLC Jonesboro, Georgia	$0	-$2.96M	–	Closed
6125	Carmignac Gestion Paris, France	$0	-$14.9M	–	Closed