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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
1376
Sone Capital Management
Sone Capital Management
New York
$37.1M +$4.01M 1 2.83% Increased
1377
Shepherd Financial Partners
Shepherd Financial Partners
Massachusetts
$37.1M +$4.72M 8 3.05% Increased
1378
NWAM LLC
NWAM LLC
Washington
$37.1M -$2.34M 14 1.85% Reduced
1379
Howland Capital Management
Howland Capital Management
Massachusetts
$37M -$18.1M 8 1.33% Reduced
1380
Stratos Investment Management
Stratos Investment Management
Ohio
$37M +$1.43M 11 1.34% Increased
1381
Hendershot Investments
Hendershot Investments
Virginia
$37M -$173K 4 4.83% Reduced
1382
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$36.9M +$2.78M 12 1.46% Increased
1383
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$36.9M +$397K 15 1.96% Increased
1384
HP
Havemeyer Place
Connecticut
$36.8M +$3.3M 19 3.64% Increased
1385
Holowesko Partners
Holowesko Partners
Bahamas
$36.8M +$11.3M 4 9.32% Increased
1386
Goelzer Investment Management
Goelzer Investment Management
Indiana
$36.8M +$505K 12 1.6% Increased
1387
Penn Capital Management
Penn Capital Management
Pennsylvania
$36.7M -$12.8M 5 2.33% Reduced
1388
E Fund Management
E Fund Management
China
$36.6M +$3.54M 14 0.82% Increased
1389
Rossmore Private Capital
Rossmore Private Capital
Connecticut
$36.5M -$141K 11 2.95% Reduced
1390
Harbor Capital Advisors
Harbor Capital Advisors
Illinois
$36.5M +$1.28M 26 2.49% Increased
1391
PFG Advisors
PFG Advisors
Arizona
$36.4M -$2.1M 19 1.84% Reduced
1392
De Lisle Partners
De Lisle Partners
United Kingdom
$36.4M +$769 7 3.97% Increased
1393
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$36.4M -$3.96M 86 1.22% Reduced
1394
Future Fund LLC
Future Fund LLC
Illinois
$36.3M +$7.5M 8 10.41% Increased
1395
Bouvel Investment Partners
Bouvel Investment Partners
Pennsylvania
$36.3M -$632K 9 8.2% Reduced
1396
CCAM
Codex Capital Asset Management
Texas
$36.3M +$684K 5 12.55% Increased
1397
Evercore Wealth Management
Evercore Wealth Management
New York
$36M +$459K 15 0.51% Increased
1398
Foursixthree Capital
Foursixthree Capital
New York
$36M +$26.6M 1 7.43% New
1399
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors
Texas
$36M +$2.81M 12 1.9% Increased
1400
TritonPoint Partners
TritonPoint Partners
Maryland
$35.9M +$28.5M 12 2.98% Increased