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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
QRG Capital Management
QRG Capital Management
Illinois
$192M -$2.81M 23 1.99% Reduced
402
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$191M +$16.7M 56 1.69% Increased
403
EP Wealth Advisors
EP Wealth Advisors
California
$190M -$17.9M 26 1.52% Reduced
404
Marex Group
Marex Group
$190M -$33.3M 14 3.63% Reduced
405
Capital International Sarl
Capital International Sarl
California
$189M +$41.5M 11 4.29% Increased
406
BCIM
Black Creek Investment Management
Ontario, Canada
$189M +$101M 1 8.85% Increased
407
Pinnacle Associates
Pinnacle Associates
New York
$188M -$271K 23 2.76% Reduced
408
PHAM
Pacific Heights Asset Management
California
$188M +$56.4M 4 12.78% Increased
409
Hood River Capital Management
Hood River Capital Management
Florida
$188M -$31.8M 5 3.21% Reduced
410
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$187M +$179M 5 1.93% New
411
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$187M $0 2 4.17% Maintained
412
New York Life Investment Management
New York Life Investment Management
New York
$186M +$4.84M 17 1.9% Increased
413
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$186M +$21.4M 73 0.74% Increased
414
Martingale Asset Management
Martingale Asset Management
Massachusetts
$186M -$39.8M 24 4.73% Reduced
415
Carmignac Gestion
Carmignac Gestion
France
$185M +$2.03M 4 3.05% Increased
416
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$185M +$97.4M 5 4.42% Increased
417
MAI Capital Management
MAI Capital Management
Ohio
$184M -$2M 53 1.39% Reduced
418
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$184M +$13.7M 6 3.69% Increased
419
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$184M +$51.8M 6 4.02% Increased
420
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$183M +$3.9M 7 2.12% Increased
421
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$182M +$8.74M 2 0.88% Increased
422
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$180M +$13.1M 36 1.47% Increased
423
AssetMark Inc
AssetMark Inc
California
$179M -$12.8M 41 0.49% Reduced
424
&Partners
&Partners
Tennessee
$178M +$10.7M 30 1.89% Increased
425
Advisors Capital Management
Advisors Capital Management
New Jersey
$176M +$6.81M 13 2.73% Increased