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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
401
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$170M -$4.87M 54 1.57% Reduced
402
Carmignac Gestion
Carmignac Gestion
France
$170M -$38M 4 2.83% Reduced
403
SIC
Schwartz Investment Counsel
Michigan
$169M -$8.24M 4 6% Reduced
404
Advisors Capital Management
Advisors Capital Management
New Jersey
$167M +$3.18M 12 2.72% Increased
405
Marsico Capital Management
Marsico Capital Management
Colorado
$167M -$7.42M 4 4.66% Reduced
406
MAI Capital Management
MAI Capital Management
Ohio
$165M -$8.36M 19 1.57% Reduced
407
Advent International
Advent International
Massachusetts
$165M -$22.3M 1 3.49% Reduced
408
Sands Capital Management
Sands Capital Management
Virginia
$164M -$7.47M 1 0.5% Reduced
409
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$164M -$27.2M 2 2.67% Reduced
410
Trexquant Investment
Trexquant Investment
Connecticut
$163M +$1.59M 36 2.07% Increased
411
Ancora Advisors
Ancora Advisors
Ohio
$163M +$1.95M 26 3.72% Increased
412
CIP
Champlain Investment Partners
Vermont
$163M +$47.9K 1 0.98% Increased
413
Whittier Trust
Whittier Trust
California
$162M +$724K 30 2.17% Increased
414
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$162M +$17.7M 7 5.19% Increased
415
Groupama Asset Management
Groupama Asset Management
France
$162M +$73.5M 10 4.2% Increased
416
GIM
GE Investment Management
Connecticut
$161M -$72M 1 49.55% Reduced
417
New York Life Investment Management
New York Life Investment Management
New York
$161M +$598K 16 1.57% Increased
418
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$161M -$232M 16 0.5% Reduced
419
Twin Tree Management
Twin Tree Management
Texas
$160M +$65.4M 15 0.31% Increased
420
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$159M +$7.45M 29 1.29% Increased
421
Congress Wealth Management
Congress Wealth Management
Massachusetts
$159M +$29.6M 19 2.12% Increased
422
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$158M +$7.63M 16 2.65% Increased
423
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$157M +$7.89M 30 1.07% Increased
424
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$157M -$24.8M 7 3.06% Reduced
425
Advisors Asset Management
Advisors Asset Management
Colorado
$156M +$1.16M 38 2.86% Increased