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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
6126	AWA American Wealth Advisors Johns Creek, Georgia	$0	-$1.43K	–	Closed
6127	ACM Anomaly Capital Management New York	$0	-$72.5M	–	Closed
6128	AQR Arbitrage Greenwich, Connecticut	$0	-$36.9M	–	Closed
6129	AWMA Arbor Wealth Management (Arizona) Tempe, Arizona	$0	-$24.5M	–	Closed
6130	AIP Arrowpoint Investment Partners Singapore	$0	-$49.6M	–	Closed
6131	AIM Aurora Investment Managers Naples, Florida	$0	-$2.2M	–	Closed
6132	ACP Avantyr Capital Partners New York	$0	-$91.9M	–	Closed
6133	ACM Avos Capital Management Seattle, Washington	$0	-$552K	–	Closed
6134	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$0	-$21.6M	–	Closed
6135	BWM Base Wealth Management Lakewood Ranch, Florida	$0	-$324K	–	Closed
6136	BCM BCK Capital Management Stamford, Connecticut	$0	-$1.55M	–	Closed
6137	BDWCC B&D White Capital Company Lakeway, Texas	$0	-$4.5M	–	Closed
6138	BI Beckerman Institutional Ocean Grove, New Jersey	$0	-$240K	–	Closed
6139	Bellevue Group Kuesnacht, Switzerland	$0	-$444K	–	Closed
6140	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$0	-$411K	–	Closed
6141	BIMC Benson Investment Management Company Roanoke, Virginia	$0	-$12M	–	Closed
6142	Berkshire Hathaway Omaha, Nebraska	$0	-$327M	–	Closed
6143	BMM Berkshire Money Management Dalton, Massachusetts	$0	-$2.63M	–	Closed
6144	B BloombergSen Toronto, Ontario, Canada	$0	-$1.04M	–	Closed
6145	BAS Breakthru Advisory Services Muskego, Wisconsin	$0	-$227K	–	Closed
6146	BGWM Bridge Generations Wealth Management South Miami, Florida	$0	-$586	–	Closed
6147	BC Brio Consultants San Francisco, California	$0	-$218K	–	Closed
6148	BI Bulldog Investors Saddle Brook, New Jersey	$0	-$190K	–	Closed
6149	Caledonia Investments (Australia) Sydney NSW, Australia	$0	-$237K	–	Closed
6150	CFLC California First Leasing Corp Newport Beach, California	$0	-$3.47M	–	Closed