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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
626
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$173M +$38.1M 51 1.13% Increased
627
Senator Investment Group
Senator Investment Group
New York
$173M -$32.4M 3 6.32% Reduced
628
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$173M +$41.6M 11 1.17% Increased
629
Philadelphia Trust Company
Philadelphia Trust Company
Pennsylvania
$172M +$1.84M 14 11.05% Increased
630
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$172M -$44.4M 17 1.88% Reduced
631
Fidelity National Financial
Fidelity National Financial
Florida
$171M +$173M 3 5.42% Increased
632
Glenview Trust
Glenview Trust
Kentucky
$171M +$5.36M 15 2.37% Increased
633
Groupe la Francaise
Groupe la Francaise
France
$170M +$13.6M 16 2.05% Increased
634
GHP Investment Advisors
GHP Investment Advisors
Colorado
$170M -$610K 38 6.24% Reduced
635
Advisors Capital Management
Advisors Capital Management
New Jersey
$170M -$76.2M 17 1.8% Reduced
636
Canoe Financial
Canoe Financial
Alberta, Canada
$169M +$2.16M 3 2.1% Increased
637
Atria Investments
Atria Investments
North Carolina
$169M -$8.58M 45 1.69% Reduced
638
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$169M +$8.09M 3 2.21% Increased
639
Summit Trail Advisors
Summit Trail Advisors
New York
$168M +$1.64M 48 2.11% Increased
640
SFM
Systematic Financial Management
New Jersey
$167M +$25.5M 9 3.33% Increased
641
Waverly Advisors
Waverly Advisors
Alabama
$166M +$31.5M 36 0.97% Increased
642
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$166M +$22.5M 26 1.71% Increased
643
Welch Group
Welch Group
Alabama
$165M +$1.15M 13 5.63% Increased
644
Minneapolis Portfolio Management Group
Minneapolis Portfolio Management Group
Minnesota
$165M -$2.33M 6 15.63% Reduced
645
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$165M +$39M 4 3.38% Increased
646
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$164M +$2.89M 4 2.75% Increased
647
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$163M +$67.1M 7 7.88% Increased
648
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$162M +$60.5M 7 4.56% Increased
649
HB Wealth Management
HB Wealth Management
Georgia
$162M -$18M 39 0.91% Reduced
650
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$160M -$4.1M 8 3.28% Reduced