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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
6301	CAM Capital Asset Management Denver, Colorado	$0	-$856K	–	Closed
6302	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$0	-$3.29M	–	Closed
6303	CPC CFC Planning Company Cicero, Indiana	$0	-$158K	–	Closed
6304	CWMS CFG Wealth Management Services Indianapolis, Indiana	$0	-$62.6K	–	Closed
6305	CAM Clarity Asset Management Ames, Iowa	$0	-$269K	–	Closed
6306	CloudAlpha Capital Management Hong Kong	$0	-$50M	–	Closed
6307	CGIC Continental General Insurance Company Austin, Texas	$0	-$1.76M	–	Closed
6308	CAM Contour Asset Management New York	$0	-$70M	–	Closed
6309	CCM Conway Capital Management Burbank, California	$0	-$333K	–	Closed
6310	CCI Credit Capital Investments Livingston, New Jersey	$0	-$285K	–	Closed
6311	CDMG Creek Drive Management Group San Francisco, California	$0	-$4.09M	–	Closed
6312	DC Dahring Cusmano Novi, Michigan	$0	-$225K	–	Closed
6313	DCU Dara Capital US Miami, Florida	$0	-$3.1M	–	Closed
6314	DIM DC Investments Management Mclean, Virginia	$0	-$227K	–	Closed
6315	DRS Deane Retirement Strategies New Orleans, Louisiana	$0	-$11.8M	–	Closed
6316	Deerfield Management New York	$0	-$493K	–	Closed
6317	DFG Delphi Financial Group Wilmington, Delaware	$0	-$9.69M	–	Closed
6318	DAM DLD Asset Management New York	$0	-$8.78M	–	Closed
6319	DF Donoghue Forlines Boston, Massachusetts	$0	-$10.3M	–	Closed
6320	DP Dundas Partners Edinburgh, United Kingdom	$0	-$363K	–	Closed
6321	DCM Dupont Capital Management Wilmington, Delaware	$0	-$14.6M	–	Closed
6322	EGI EAM Global Investors Solana Beach, California	$0	-$2.57M	–	Closed
6323	EI Ecofi Investissements Nanterre, France	$0	-$134K	–	Closed
6324	ECP Electron Capital Partners New York	$0	-$18.6M	–	Closed
6325	ECA Elevate Capital Advisors Eagle, Colorado	$0	-$959K	–	Closed