← All themes

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
6151	CPP Capasso Planning Partners Charleston, South Carolina	$0	-$245K	–	Closed
6152	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$6.5M	–	Closed
6153	CIP Capital Insight Partners Scottsdale, Arizona	$0	-$7.66M	–	Closed
6154	COFSG Carbahal Olsen Financial Services Group Davis, California	$0	-$311K	–	Closed
6155	CG Castellan Group Louisville, Kentucky	$0	-$1.58M	–	Closed
6156	CWM Cedar Wealth Management Walnut Creek, California	$0	-$11K	–	Closed
6157	CGA Channing Global Advisors Miami, Florida	$0	-$2.66K	–	Closed
6158	CG Clifford Group Wayland, Massachusetts	$0	-$229K	–	Closed
6159	CWM Collaborative Wealth Management Lake Mary, Florida	$0	-$373K	–	Closed
6160	CFS Compass Financial Services West Des Moines, Iowa	$0	-$95.2K	–	Closed
6161	CM Cornerstone Management Duluth, Georgia	$0	-$295K	–	Closed
6162	CP Covenant Partners Nashville, Tennessee	$0	-$1.6M	–	Closed
6163	CA CV Advisors Aventura, Florida	$0	-$441K	–	Closed
6164	DCP Darsana Capital Partners New York	$0	-$266M	–	Closed
6165	DFA Davies Financial Advisors Murrieta, California	$0	-$222K	–	Closed
6166	DAM Decagon Asset Management London, United Kingdom	$0	-$8.75M	–	Closed
6167	DF Define Financial San Diego, California	$0	-$212K	–	Closed
6168	DWM Denver Wealth Management Denver, Colorado	$0	-$225K	–	Closed
6169	DSCM Divisadero Street Capital Management Miami, Florida	$0	-$11.4M	–	Closed
6170	DJE Kapital 82049 Pullach, Germany	$0	-$1.12M	–	Closed
6171	DL Dockside LLC New York	$0	-$1.85M	–	Closed
6172	DW Dodds Wealth Greenwood Village, Colorado	$0	-$224K	–	Closed
6173	DFG Dupree Financial Group Lexington, Kentucky	$0	-$2.41M	–	Closed
6174	EI eCIO Inc Madison, Wisconsin	$0	-$396K	–	Closed
6175	ES Element Squared Minneapolis, Minnesota	$0	-$2.74M	–	Closed