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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
6226	MFS Madrid Financial Services Manhattan Beach, California	$0	-$379K	–	Closed
6227	MP Makaira Partners La Jolla, California	$0	-$548K	–	Closed
6228	MGW MB Generational Wealth Spokane, Washington	$0	-$7.04M	–	Closed
6229	MFG Mendota Financial Group Madison, Wisconsin	$0	-$31K	–	Closed
6230	MCS Mercuria Capital Strategies Houston, Texas	$0	-$5.42M	–	Closed
6231	MW Merited Wealth North Bay Village, Florida	$0	-$311K	–	Closed
6232	MC Meteora Capital Boca Raton, Florida	$0	-$2.31M	–	Closed
6233	MPW MGO Private Wealth Irvine, California	$0	-$607K	–	Closed
6234	MCM MidAtlantic Capital Management Richmond, Virginia	$0	-$52.4K	–	Closed
6235	MPIA Milestones Private Investment Advisors Fairport, New York	$0	-$294K	–	Closed
6236	MAG Mokosak Advisory Group Urbandale, Iowa	$0	-$222K	–	Closed
6237	MAM Monaco Asset Management Monaco	$0	-$12.7M	–	Closed
6238	MIM Monashee Investment Management Boston, Massachusetts	$0	-$1.08M	–	Closed
6239	NFGH Nan Fung Group Holdings Kai Tak, Hong Kong	$0	-$267K	–	Closed
6240	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$0	-$13.9M	–	Closed
6241	NHFG New Harbor Financial Group Worcester, Massachusetts	$0	-$462K	–	Closed
6242	NMC Nine Masts Capital Central, Hong Kong	$0	-$27.7K	–	Closed
6243	NC Nokomis Capital Dallas, Texas	$0	-$3.1M	–	Closed
6244	Norges Bank Oslo, Norway	$0	-$19.1B	–	Closed
6245	NI Nuance Investments Kansas City, Missouri	$0	-$5.12M	–	Closed
6246	OBC Oakum Bay Capital Westport, Connecticut	$0	-$39.2K	–	Closed
6247	OP Oldfield Partners London, United Kingdom	$0	-$1.01M	–	Closed
6248	OGC One68 Global Capital New York	$0	-$475K	–	Closed
6249	ONGA O'Neil Global Advisors Los Angeles, California	$0	-$15.9M	–	Closed
6250	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$116M	–	Closed