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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
6401	PPP Prism Planning Partners Libertyville, Illinois	$0	-$119K	–	Closed
6402	PWM Provident Wealth Management Brentwood, Tennessee	$0	-$810K	–	Closed
6403	PC Purewater Capital Fort Worth, Texas	$0	-$447K	–	Closed
6404	QVR San Francisco, California	$0	-$145K	–	Closed
6405	RC Rahlfs Capital Lake Kiowa, Texas	$0	-$211K	–	Closed
6406	RK Rather & Kittrell Knoxville, Tennessee	$0	-$228K	–	Closed
6407	RCM Ravenstone Capital Management Toronto,	$0	-$25K	–	Closed
6408	RWMG Redwood Wealth Management Group Medford, New Jersey	$0	-$5.71M	–	Closed
6409	RA Resolute Advisors San Francisco, California	$0	-$263K	–	Closed
6410	RL Retireful LLC Haslett, Michigan	$0	-$4.77M	–	Closed
6411	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$0	-$24.1M	–	Closed
6412	RSEWM River's Edge Wealth Management Beaver, Pennsylvania	$0	-$204K	–	Closed
6413	RAM Robocap Asset Management London, United Kingdom	$0	-$3.7M	–	Closed
6414	SCM SaddleRock Capital Management New York	$0	-$2.07M	–	Closed
6415	SHFC Safe Harbor Family Capital Chapel Hill, North Carolina	$0	-$200K	–	Closed
6416	SC Sagefield Capital Dallas, Texas	$0	-$796K	–	Closed
6417	SCM Sitrin Capital Management Century City, California	$0	-$4.91M	–	Closed
6418	SG Somerset Group Wayzata, Minnesota	$0	-$298K	–	Closed
6419	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$0	-$1.46M	–	Closed
6420	SWM SpringVest Wealth Management Dallas, Texas	$0	-$212K	–	Closed
6421	SP Steelhead Partners Seattle, Washington	$0	-$1.01M	–	Closed
6422	SC Summa Corp Tomball, Texas	$0	-$249K	–	Closed
6423	SEM Suncoast Equity Management Tampa, Florida	$0	-$734K	–	Closed
6424	SIM SW Investment Management Telluride, Colorado	$0	-$49.5M	–	Closed
6425	SFG Synergy Financial Group San Ramon, California	$0	-$493K	–	Closed