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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
826
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$35.7M -$23.3M 2 1.88% Reduced
827
LaFleur & Godfrey
LaFleur & Godfrey
Michigan
$35.5M -$553K 5 5.69% Reduced
828
Grimes & Company
Grimes & Company
Massachusetts
$35.5M +$1M 8 1.37% Increased
829
Candriam SCA
Candriam SCA
Luxembourg
$35.5M -$11.1M 8 0.25% Reduced
830
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$35.5M +$605K 11 1.12% Increased
831
Cambridge Trust
Cambridge Trust
Massachusetts
$35.4M -$723K 15 1.63% Reduced
832
PI
Pennant Investors
New Jersey
$35.4M $0 1 12.79% Maintained
833
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$35.4M +$1.25M 24 0.62% Increased
834
Credit Agricole
Credit Agricole
France
$35.3M +$14.1M 19 0.57% Increased
835
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$35.2M -$2.38M 37 1.95% Reduced
836
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$35.2M +$462K 41 1.38% Increased
837
Parallel Advisors
Parallel Advisors
California
$35M +$370K 52 1.17% Increased
838
Mattern Capital Management
Mattern Capital Management
Colorado
$35M +$3.82M 5 5.66% Increased
839
Everett Harris & Co
Everett Harris & Co
California
$34.9M +$816K 8 0.54% Increased
840
Grassi Investment Management
Grassi Investment Management
California
$34.9M -$656K 5 4.01% Reduced
841
Penn Davis McFarland
Penn Davis McFarland
Texas
$34.6M +$133K 3 6.07% Increased
842
Storebrand Asset Management
Storebrand Asset Management
Norway
$34.4M +$1.22M 5 0.16% Increased
843
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$34.1M +$251K 3 4.38% Increased
844
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$34.1M +$6.27M 4 1.14% Increased
845
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$34M +$942K 13 1.53% Increased
846
Philosophy Capital Management
Philosophy Capital Management
California
$34M +$35.6M 1 3.72% New
847
Thomasville National Bank
Thomasville National Bank
Georgia
$34M +$800K 5 3.34% Increased
848
Verity & Verity
Verity & Verity
South Carolina
$33.9M +$1.73M 3 4.24% Increased
849
Venture Visionary Partners
Venture Visionary Partners
Ohio
$33.8M +$1.05M 12 2.03% Increased
850
Modera Wealth Management
Modera Wealth Management
New Jersey
$33.7M +$387K 11 0.63% Increased