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 | |
|---|---|---|---|---|---|---|---|
| 2376 |
PWPCM
Perella Weinberg Partners Capital Management
New York
| $0 | -$2.2M | 0 | – | Closed |
|
| 2377 |
Pure Financial Advisors
San Diego,
California
| $0 | -$209K | 0 | – | Closed |
|
| 2378 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
| $0 | -$10.5M | 0 | – | Closed |
|
| 2379 |
RIM
Ranger International Management
Lake Forest,
Illinois
| $0 | -$14K | 0 | – | Closed |
|
| 2380 |
SCI
Seneca Capital Investments
New York
| $0 | -$2.44M | 0 | – | Closed |
|
| 2381 |
SCM
SG Capital Management
Chicago,
Illinois
| $0 | -$6.58M | 0 | – | Closed |
|
| 2382 |
SBCM
Silver Bridge Capital Management
Boston,
Massachusetts
| $0 | -$15M | 0 | – | Closed |
|
| 2383 |
SIM
Strategic Investment Management
Arlington,
Virginia
| $0 | -$160K | 0 | – | Closed |
|
| 2384 |
TCM
Tygh Capital Management
Portland,
Oregon
| $0 | -$8.67M | 0 | – | Closed |
|
| 2385 |
UAM
UAS Asset Management
New York
| $0 | -$359K | 0 | – | Closed |
|
| 2386 |
Vontobel Asset Management
New York
| $0 | -$47M | 0 | – | Closed |
|
| 2387 |
WM
WS Management
Jacksonville,
Florida
| $0 | -$17.3M | 0 | – | Closed |
|