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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
6276	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$0	-$202K	–	Closed
6277	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$0	-$204K	–	Closed
6278	ASC Ares Systematic Credit London,	$0	-$542K	–	Closed
6279	ACM Arosa Capital Management Miami Beach, Florida	$0	-$5.24M	–	Closed
6280	AFG Artesa Financial Group Conroe, Texas	$0	-$487K	–	Closed
6281	AAIM Asset Advisors Investment Management Augusta, Georgia	$0	-$394K	–	Closed
6282	AAMC Asset Allocation & Management Company Chicago, Illinois	$0	-$296K	–	Closed
6283	AWP Astra Wealth Partners Jersey City, New Jersey	$0	-$229K	–	Closed
6284	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$0	-$453K	–	Closed
6285	BCPE Bain Capital Public Equity Boston, Massachusetts	$0	-$1.49M	–	Closed
6286	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$5.98M	–	Closed
6287	BC Bayhunt Capital Mill Valley, California	$0	-$3.6M	–	Closed
6288	BCA Bayshore Capital Advisors Tampa, Florida	$0	-$204K	–	Closed
6289	BFP Beacon Financial Planning Hyannis, Massachusetts	$0	-$297K	–	Closed
6290	BWA Beam Wealth Advisors Covington, Louisiana	$0	-$1.49M	–	Closed
6291	BCM Beartown Capital Management Huntington Woods, Michigan	$0	-$836K	–	Closed
6292	BWA Bestgate Wealth Advisors Frederick, Maryland	$0	-$273K	–	Closed
6293	BCA Bitterroot Capital Advisors Bozeman, Montana	$0	-$100K	–	Closed
6294	BL Bleichroeder LP New York	$0	-$1.71M	–	Closed
6295	BAM BLKBRD Asset Management Old Greenwich, Connecticut	$0	-$2.13M	–	Closed
6296	BCM Bluefin Capital Management New York	$0	-$385K	–	Closed
6297	BF Bonfire Financial Colorado Springs, Colorado	$0	-$223K	–	Closed
6298	BFP Briaud Financial Planning College Station, Texas	$0	-$222K	–	Closed
6299	BCP BSN Capital Partners London, United Kingdom	$0	-$66.7M	–	Closed
6300	CF Calder Financial Downingtown, Pennsylvania	$0	-$328K	–	Closed