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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
6376
MWML
M Wealth Management LLC
California
$0 -$207K 0 – Closed
6377
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$0 -$3.79M 0 – Closed
6378
NI
Navi International
Brazil
$0 -$708K 0 – Closed
6379
NCMU
NAYA Capital Management (UK)
United Kingdom
$0 -$242M 0 – Closed
6380
NI
Noked Israel
Israel
$0 -$46.2M 0 – Closed
6381
NRW
Nova R Wealth
Kansas
$0 -$341K 0 – Closed
6382
NA
NWM Advisors
California
$0 -$1.19M 0 – Closed
6383
OWA
OakTrust Wealth Advisors
Connecticut
$0 -$286K 0 – Closed
6384
OPWM
Oakwell Private Wealth Management
Texas
$0 -$421K 0 – Closed
6385
OCA
Odyssey Capital Advisors
Pennsylvania
$0 -$224K 0 – Closed
6386
OCM
Olstein Capital Management
New York
$0 -$33.8M 0 – Closed
6387
OR
Olympiad Research
Connecticut
$0 -$884K 0 – Closed
6388
OC
OxenFree Capital
Florida
$0 -$218K 0 – Closed
6389
PP
Paloma Partners
Connecticut
$0 -$18.1M 0 – Closed
6390
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$0 -$235K 0 – Closed
6391
PI
Parkside Investments
Illinois
$0 -$208K 0 – Closed
6392
PWC
Pathfinder Wealth Consulting
North Carolina
$0 -$2.17M 0 – Closed
6393
PFM
Patton Fund Management
Texas
$0 -$10.5M 0 – Closed
6394
PCP
Perbak Capital Partners
United Kingdom
$0 -$30.5M 0 – Closed
6395
PC
Permanens Capital
New York
$0 -$879K 0 – Closed
6396
PFA
Plotkin Financial Advisors
Maryland
$0 -$253K 0 – Closed
6397
PSC
Portman Square Capital
United Kingdom
$0 -$5.56M 0 – Closed
6398
PWM
Praetorian Wealth Management
California
$0 -$234K 0 – Closed
6399
PS
Presima Securities
Quebec, Canada
$0 -$2.01M 0 – Closed
6400
PFGWM
Price Financial Group Wealth Management
Oregon
$0 -$272K 0 – Closed