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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
526
CF
Cypress Funds
California
$91.2M -$12.8M 1 10.6% Reduced
527
Auto-Owners Insurance
Auto-Owners Insurance
Michigan
$91.1M $0 3 2.76% Maintained
528
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$90.9M +$6.43M 27 0.38% Increased
529
Keywise Capital Management (HK)
Keywise Capital Management (HK)
Hong Kong
$90.1M -$707K 1 14.79% Reduced
530
NewEdge Advisors
NewEdge Advisors
Louisiana
$90M +$6.07M 53 0.85% Increased
531
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$89.8M +$8.69M 1 1.42% Increased
532
Synovus Financial
Synovus Financial
Georgia
$89.7M -$9.9M 16 1.27% Reduced
533
Atria Investments
Atria Investments
North Carolina
$89.7M +$952K 13 1.39% Increased
534
Hantz Financial Services
Hantz Financial Services
Michigan
$89.6M -$7.91M 25 1.96% Reduced
535
Polaris Capital Management
Polaris Capital Management
Massachusetts
$89.3M -$1.77M 4 4.31% Reduced
536
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$89.3M -$851K 7 8.38% Reduced
537
JSP
Jackson Square Partners
California
$89.1M -$5.58M 2 2.9% Reduced
538
Boston Financial Management
Boston Financial Management
Massachusetts
$89.1M +$1.19M 9 3.01% Increased
539
Harvey Partners
Harvey Partners
New York
$88.2M -$3.51M 3 10.02% Reduced
540
Scharf Investments
Scharf Investments
California
$87.8M -$2.6M 1 2.41% Reduced
541
Lido Advisors
Lido Advisors
California
$86.3M +$27.7M 19 0.58% Increased
542
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel
Michigan
$86.1M +$8.05M 7 5.74% Increased
543
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$86.1M -$541K 44 0.81% Reduced
544
Bridgewater Associates
Bridgewater Associates
Connecticut
$86.1M +$10.5M 7 0.48% Increased
545
ARS Investment Partners
ARS Investment Partners
New York
$85.7M -$1.41M 8 9.5% Reduced
546
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$85.5M +$112K 1 1.87% Increased
547
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$85.1M +$5.72M 36 2.18% Increased
548
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$85M -$2.61M 36 1.42% Reduced
549
GHP Investment Advisors
GHP Investment Advisors
Colorado
$83.8M +$911K 24 4.53% Increased
550
Atwood & Palmer
Atwood & Palmer
Missouri
$83.7M -$364K 12 6.76% Reduced