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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
1326
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$40.5M -$5.48K 4 3.91% Reduced
1327
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$40.4M -$38.6M 3 1.24% Reduced
1328
Whitebox Advisors
Whitebox Advisors
Minnesota
$40.4M +$8.47M 2 0.53% Increased
1329
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$40.2M -$3.54M 3 1.86% Reduced
1330
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$40.2M -$2.11M 19 0.6% Reduced
1331
Connecticut Wealth Management
Connecticut Wealth Management
Connecticut
$39.9M +$1.9M 11 1.47% Increased
1332
Grimes & Company
Grimes & Company
Massachusetts
$39.9M -$4.1M 15 0.86% Reduced
1333
KCM Investment Advisors
KCM Investment Advisors
California
$39.6M +$439K 13 1.18% Increased
1334
Estabrook Capital Management
Estabrook Capital Management
New York
$39.5M -$262K 12 5.35% Reduced
1335
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
$39.4M +$29.1M 10 2.01% Increased
1336
Moody Lynn & Lieberson
Moody Lynn & Lieberson
Massachusetts
$39.2M -$12.2M 12 2.07% Reduced
1337
CoreCap Advisors
CoreCap Advisors
Michigan
$39.2M +$7.35M 55 1.15% Increased
1338
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$39.2M -$10.1M 19 1.45% Reduced
1339
Coronation Fund Managers
Coronation Fund Managers
South Africa
$39.1M +$16.7M 1 1.49% Increased
1340
Liberty One Investment Management
Liberty One Investment Management
Illinois
$39M +$1.33M 8 3.9% Increased
1341
Old National Bancorp
Old National Bancorp
Indiana
$38.9M -$5.47M 20 0.77% Reduced
1342
StoneX Group
StoneX Group
New York
$38.8M +$20M 22 1.57% Increased
1343
Bregal General Partner Jersey Ltd
Bregal General Partner Jersey Ltd
Jersey
$38.8M $0 1 100% Maintained
1344
Verdence Capital Advisors
Verdence Capital Advisors
Maryland
$38.8M +$2.88M 20 2.04% Increased
1345
Covalis Capital
Covalis Capital
United Kingdom
$38.7M +$28.9M 3 2.18% Increased
1346
Courier Capital
Courier Capital
New York
$38.6M +$751K 16 1.93% Increased
1347
Jacobs & Co
Jacobs & Co
California
$38.6M +$9.9M 8 3.31% Increased
1348
Integrity Alliance
Integrity Alliance
Iowa
$38.6M +$13.4M 19 1.21% Increased
1349
Huntleigh Advisors
Huntleigh Advisors
Missouri
$38.6M +$1.82M 18 5.4% Increased
1350
One Capital Management
One Capital Management
California
$38.5M -$1.67M 13 1.07% Reduced