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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	SM Soapstone Management Bethesda, Maryland	$0	-$3.12M	–	Closed
6277	SCM SOL Capital Management Rockville, Maryland	$0	-$16.4M	–	Closed
6278	SCM Sollinda Capital Management Miami, Florida	$0	-$233K	–	Closed
6279	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$3.08M	–	Closed
6280	SCM Steadfast Capital Management New York	$0	-$7.85M	–	Closed
6281	SCP Steamboat Capital Partners Rye, New York	$0	-$3.66M	–	Closed
6282	SAMU Stenham Asset Management UK London,	$0	-$3.73M	–	Closed
6283	SCM Step Capital Management Singapore,	$0	-$4.84M	–	Closed
6284	SLFPAM St. Louis Financial Planners Asset Management Chesterfield, Missouri	$0	-$11.8M	–	Closed
6285	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$0	-$228K	–	Closed
6286	SPW Surience Private Wealth Yakima, Washington	$0	-$8.88M	–	Closed
6287	TAMH Taikang Asset Management (HK) Hong Kong	$0	-$6.17M	–	Closed
6288	TAM TCP Asset Management Columbus, Ohio	$0	-$563K	–	Closed
6289	Tenor Capital Management New York	$0	-$5.26M	–	Closed
6290	TI Think Investments San Francisco, California	$0	-$38.1M	–	Closed
6291	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$0	-$211K	–	Closed
6292	TWM Thryve Wealth Management Irving, Texas	$0	-$1.02M	–	Closed
6293	TAL TIG Advisors LLC New York	$0	-$23.3M	–	Closed
6294	TWM Tumwater Wealth Management Boise, Idaho	$0	-$518K	–	Closed
6295	TPW Turn8 Private Wealth Pointe Claire,	$0	-$214K	–	Closed
6296	Two Sigma Advisers New York	$0	-$1.89B	–	Closed
6297	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$0	-$236K	–	Closed
6298	UA USCF Advisers Walnut Creek, California	$0	-$7.39K	–	Closed
6299	VW Vance Wealth Santa Clarita, California	$0	-$233K	–	Closed
6300	VCM Vennlight Capital Management Weston, Connecticut	$0	-$2.13M	–	Closed