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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
6176	EAM Eschler Asset Management London, United Kingdom	$0	-$2.19M	–	Closed
6177	EC Estate Counselors Thiensville, Wisconsin	$0	-$5.97M	–	Closed
6178	ECM Estuary Capital Management Wayzata, Minnesota	$0	-$62.4M	–	Closed
6179	EAM Everstar Asset Management Mooresville, North Carolina	$0	-$257K	–	Closed
6180	FCIM Fairview Capital Investment Management Greenbrae, California	$0	-$230K	–	Closed
6181	FC Family CFO Los Altos, California	$0	-$34.1K	–	Closed
6182	FLFS Family Legacy Financial Solutions Cary, North Carolina	$0	-$273K	–	Closed
6183	FC Fiduciary Counselling Saint Paul, Minnesota	$0	-$286K	–	Closed
6184	FIBOI First International Bank of Israel Tel Aviv,	$0	-$1.24M	–	Closed
6185	FTCM First Trust Capital Management Chicago, Illinois	$0	-$6.15M	–	Closed
6186	FF Fluent Financial Dallas, Texas	$0	-$255K	–	Closed
6187	Första AP-fonden Stockholm, Sweden	$0	-$278M	–	Closed
6188	FFWA Forthright Family Wealth Advisory Houston, Texas	$0	-$221K	–	Closed
6189	FF Foundry Financial Pasadena, California	$0	-$215K	–	Closed
6190	GCM G2 Capital Management Columbus, Ohio	$0	-$201K	–	Closed
6191	GECH Garnet Equity Capital Holdings New York	$0	-$20.9M	–	Closed
6192	GAFA Garton & Associates Financial Advisors Louisville, Kentucky	$0	-$591K	–	Closed
6193	GIC GFI Investment Counsel Toronto, Ontario, Canada	$0	-$347K	–	Closed
6194	GCM Goldstream Capital Management Central, Hong Kong	$0	-$1.42M	–	Closed
6195	GL Governors Lane New York	$0	-$10.7M	–	Closed
6196	GCM Greenland Capital Management New York	$0	-$8.44M	–	Closed
6197	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$0	-$211K	–	Closed
6198	GAM Gritstone Asset Management Bethesda, Maryland	$0	-$2.11M	–	Closed
6199	HWMG Harbour Wealth Management Group Daniel Island, South Carolina	$0	-$236K	–	Closed
6200	HCP Hardin Capital Partners Greenville, South Carolina	$0	-$218K	–	Closed