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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
6351	GAAM Guinness Atkinson Asset Management Pasadena, California	$0	-$10.3K	–	Closed
6352	HCG Haven Capital Group Westlake Village, California	$0	-$815K	–	Closed
6353	HFA Hershey Financial Advisers Lancaster, Pennsylvania	$0	-$1.22M	–	Closed
6354	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$0	-$1.04M	–	Closed
6355	HFS Hoge Financial Services Canonsburg, Pennsylvania	$0	-$412K	–	Closed
6356	HBS Howard Bailey Securities Fort Wayne, Indiana	$0	-$1.04M	–	Closed
6357	HHGC Hunting Hill Global Capital New York	$0	-$644K	–	Closed
6358	Jericho Capital Asset Management New York	$0	-$187M	–	Closed
6359	JRSI Jeter Robert S II	$0	-$216K	–	Closed
6360	KSCM King Street Capital Management New York	$0	-$51.4M	–	Closed
6361	KCM KM Capital Management Austin, Texas	$0	-$102K	–	Closed
6362	KCM Kultura Capital Management Park City, Utah	$0	-$3.61M	–	Closed
6363	LHWM Lake Hills Wealth Management Austin, Texas	$0	-$451K	–	Closed
6364	LCG Lakeshore Capital Group Rolling Meadows, Illinois	$0	-$752K	–	Closed
6365	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$0	-$581K	–	Closed
6366	LHCM Lloyd Harbor Capital Management Cold Spring Harbor, New York	$0	-$6.54M	–	Closed
6367	MWM Magnolia Wealth Management Dothan, Alabama	$0	-$180K	–	Closed
6368	MIM Manitou Investment Management Toronto, Ontario, Canada	$0	-$37.3K	–	Closed
6369	MAM Markin Asset Management Rye, New York	$0	-$200K	–	Closed
6370	MM Marnell Management Farmington Hills, Michigan	$0	-$485K	–	Closed
6371	MAV Mason & Associates (Virginia) Newport News, Virginia	$0	-$231K	–	Closed
6372	MAG Members Advisory Group Williamsville, New York	$0	-$741K	–	Closed
6373	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$0	-$9.41M	–	Closed
6374	MM Monolith Management Hong Kong	$0	-$7.98M	–	Closed
6375	MFWM Motley Fool Wealth Management Alexandria, Virginia	$0	-$5.95M	–	Closed