← 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
6226	SFC Strategic Financial Concepts San Antonio, Texas	$0	-$1.26M	–	Closed
6227	SAM Strive Asset Management Dublin, Ohio	$0	-$519K	–	Closed
6228	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$0	-$2.35M	–	Closed
6229	SWCM Sullivan Wood Capital Management Washington, District of Columbia	$0	-$1.38M	–	Closed
6230	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$0	-$65.1M	–	Closed
6231	SCM SVB Capital Management Menlo Park, California	$0	-$2.23M	–	Closed
6232	TCM Tang Capital Management San Diego, California	$0	-$1.6M	–	Closed
6233	TCCM Timber Creek Capital Management Boston, Massachusetts	$0	-$1.1M	–	Closed
6234	TWP Total Wealth Planning Cincinnati, Ohio	$0	-$540K	–	Closed
6235	TC Touchstone Capital Pittsburgh, Pennsylvania	$0	-$1.18M	–	Closed
6236	TC TradeLink Capital Chicago, Illinois	$0	-$226K	–	Closed
6237	TI TrueMark Investments Chicago, Illinois	$0	-$2.97M	–	Closed
6238	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$0	-$9.83M	–	Closed
6239	VP Verisail Partners Chamblee, Georgia	$0	-$240K	–	Closed
6240	VS VK Services Menlo Park, California	$0	-$399M	–	Closed
6241	VC Voss Capital Houston, Texas	$0	-$15M	–	Closed
6242	WI Wahed Invest New York	$0	-$135K	–	Closed
6243	Waverton Investment Management London, United Kingdom	$0	-$344M	–	Closed
6244	WFL Wealth Forward LLC Fargo, North Dakota	$0	-$223K	–	Closed
6245	WSL Western Standard LLC Los Angeles, California	$0	-$6.81M	–	Closed
6246	WMA William Mack & Associates Troy, Michigan	$0	-$207K	–	Closed
6247	WC Winmill & Co Walpole, New Hampshire	$0	-$11.8M	–	Closed
6248	XC XY Capital Central, Hong Kong	$0	-$242K	–	Closed
6249	YAG Yorkville Advisors Global Mountainside, New Jersey	$0	-$1.91M	–	Closed
6250	YWM Yukon Wealth Management Overland Park, Kansas	$0	-$801K	–	Closed