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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
6326	EA Ergawealth Advisors Oak Brook, Illinois	$0	-$253K	–	Closed
6327	EPG Estate Planners Group Yardley, Pennsylvania	$0	-$228K	–	Closed
6328	EA Evergreen Advisors Chattanooga, Tennessee	$0	-$286K	–	Closed
6329	EW Evoke Wealth Los Angeles, California	$0	-$18.2M	–	Closed
6330	ER EVR Research Richmond, Virginia	$0	-$8.91M	–	Closed
6331	Farallon Capital Management San Francisco, California	$0	-$5.04M	–	Closed
6332	FLC Fifth Lane Capital Austin, Texas	$0	-$632K	–	Closed
6333	FAM Flaharty Asset Management Clearwater, Florida	$0	-$372K	–	Closed
6334	FWM FMB Wealth Management Westlake Village, California	$0	-$384K	–	Closed
6335	FFP Forbes Financial Planning East Greenwich, Rhode Island	$0	-$208K	–	Closed
6336	FWM ForthRight Wealth Management Alpharetta, Georgia	$0	-$203K	–	Closed
6337	FTEA Forty-three Eighteen Advisors Bentonville, Arkansas	$0	-$2.05M	–	Closed
6338	FI Fosun International Hong Kong, China	$0	-$244K	–	Closed
6339	FSC Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands	$0	-$11M	–	Closed
6340	FG Franchise GP Grand Cayman,	$0	-$1.52M	–	Closed
6341	GCM Gator Capital Management Tampa, Florida	$0	-$2.18M	–	Closed
6342	GFM GEN Financial Management Plymouth, Minnesota	$0	-$352K	–	Closed
6343	GG GenWealth Group Maplewood, New Jersey	$0	-$1.44M	–	Closed
6344	GCM Gladius Capital Management Chicago, Illinois	$0	-$6.03M	–	Closed
6345	Glazer Capital LLC New York	$0	-$6.7M	–	Closed
6346	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$0	-$31.5M	–	Closed
6347	GEM Global Endowment Management Charlotte, North Carolina	$0	-$383K	–	Closed
6348	GCL Gouws Capital LLC Charlotte, North Carolina	$0	-$347K	–	Closed
6349	GSCM Greenfield Seitz Capital Management Dallas, Texas	$0	-$256K	–	Closed
6350	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$0	-$796K	–	Closed