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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
976
Steigerwald Gordon & Koch
Steigerwald Gordon & Koch
Virginia
$73.9M -$1.06M 28 7.33% Reduced
977
NFJ Investment Group
NFJ Investment Group
Texas
$73.7M +$52.5M 4 2.49% Increased
978
Cooperman Leon G
Cooperman Leon G
$73.4M $0 1 2.07% Maintained
979
DNCA Finance
DNCA Finance
France
$73.3M +$72.9M 1 3.55% New
980
Roffman Miller Associates
Roffman Miller Associates
Pennsylvania
$73.2M -$104K 4 3.83% Reduced
981
Eastern Bank
Eastern Bank
Massachusetts
$73M -$16.1M 22 1.12% Reduced
982
Bristol Gate Capital Partners
Bristol Gate Capital Partners
Ontario, Canada
$72.7M -$12.9M 1 5.06% Reduced
983
Vantage Investment Partners
Vantage Investment Partners
Missouri
$72.6M -$34.3M 6 4.45% Reduced
984
World Investment Advisors
World Investment Advisors
California
$72.4M -$4.16M 29 1.2% Reduced
985
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$72.2M -$408K 16 2.52% Reduced
986
Clean Energy Transition
Clean Energy Transition
United Kingdom
$72.2M -$8.71M 1 5.03% Reduced
987
Cable Car Capital
Cable Car Capital
California
$71.9M +$65.5M 2 1.54% Increased
988
Railway Pension Investments
Railway Pension Investments
United Kingdom
$71.8M $0 1 0.9% Maintained
989
Quadrant Capital Group
Quadrant Capital Group
Ohio
$71.7M -$2.87M 41 1.97% Reduced
990
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services
New York
$71.6M -$1.15M 18 0.25% Reduced
991
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$71.4M +$5.86M 32 2% Increased
992
Brighton Jones LLC
Brighton Jones LLC
Washington
$71.3M +$1.5M 36 1.33% Increased
993
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$71.3M +$22.1M 9 1.53% Increased
994
Valley Wealth Managers
Valley Wealth Managers
New Jersey
$71.1M +$4.41M 10 4.11% Increased
995
Mission Wealth Management
Mission Wealth Management
California
$70.8M +$40.5M 24 0.87% Increased
996
Quantum Capital Management (New Jersey)
Quantum Capital Management (New Jersey)
New Jersey
$70.6M +$8.94M 1 8.86% Increased
997
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$70.6M +$391K 10 1.65% Increased
998
Lombard Odier Asset Management (Switzerland)
Lombard Odier Asset Management (Switzerland)
Switzerland
$70.5M +$17.2M 12 2.24% Increased
999
GA
GRS Advisors
Illinois
$70.3M +$9.13M 1 5.93% Increased
1000
Catalyst Funds Management
Catalyst Funds Management
Australia
$69.9M +$34.1M 21 3.92% Increased