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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
301
Channing Capital Management
Channing Capital Management
Illinois
$187M -$1.6M 4 8.31% Reduced
302
JIR
James Investment Research
Ohio
$185M +$18.7M 6 4.52% Increased
303
FQ
First Quadrant
California
$185M -$7.79M 16 4.04% Reduced
304
Sit Investment Associates
Sit Investment Associates
Minnesota
$185M -$6.8M 7 3.39% Reduced
305
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$183M +$780K 13 3.86% Increased
306
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$182M -$4.11M 9 10.05% Reduced
307
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$181M +$52M 6 7.85% Increased
308
Farallon Capital Management
Farallon Capital Management
California
$181M +$32.7M 1 1.73% Increased
309
Envestnet Asset Management
Envestnet Asset Management
Illinois
$180M -$9.76M 44 0.77% Reduced
310
Royal London Asset Management
Royal London Asset Management
United Kingdom
$180M -$81M 12 4.41% Reduced
311
SAM
Sentinel Asset Management
Vermont
$179M -$8.56M 7 3.99% Reduced
312
BB&T Securities
BB&T Securities
Virginia
$179M +$65.8M 13 2.93% Increased
313
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$178M +$12.9M 41 2.31% Increased
314
SAM
Scopus Asset Management
New York
$178M -$18.6M 8 3% Reduced
315
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$175M -$8.95M 47 2.21% Reduced
316
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$174M +$10.8M 11 3.96% Increased
317
Davenport & Co
Davenport & Co
Virginia
$174M +$1.12M 11 2.73% Increased
318
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$170M +$540K 26 3.91% Increased
319
CRM
Cramer Rosenthal McGlynn
Connecticut
$170M +$80.9M 7 2.67% Increased
320
RCM
Riverhead Capital Management
Delaware
$169M -$1.82M 30 2.39% Reduced
321
Penserra Capital Management
Penserra Capital Management
California
$168M -$9.48M 21 16.41% Reduced
322
Cambiar Investors
Cambiar Investors
Colorado
$167M +$33.8M 3 2.4% Increased
323
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$166M +$19.3M 11 3.85% Increased
324
SFM
Systematic Financial Management
New Jersey
$166M -$132M 12 2.08% Reduced
325
Gofen & Glossberg
Gofen & Glossberg
Illinois
$165M +$4.95M 10 7.03% Increased