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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
1476
Carret Asset Management
Carret Asset Management
New York
$32.7M +$675K 11 2.86% Increased
1477
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust
New York
$32.7M +$31.9M 7 2.75% New
1478
Univest Financial
Univest Financial
Pennsylvania
$32.6M +$1.66M 12 1.6% Increased
1479
Icon Wealth Advisors
Icon Wealth Advisors
Texas
$32.6M +$5.65M 14 1.96% Increased
1480
Mangrove Partners
Mangrove Partners
Connecticut
$32.6M +$23.4M 6 2.14% Increased
1481
German American Bancorp
German American Bancorp
Indiana
$32.5M +$933K 6 2.45% Increased
1482
Woodstock Corp
Woodstock Corp
Massachusetts
$32.5M -$980K 3 2.7% Reduced
1483
Chesley Taft & Associates
Chesley Taft & Associates
Illinois
$32.5M -$22.9M 8 1.27% Reduced
1484
WBG
Wharton Business Group
Pennsylvania
$32.5M +$1.81M 3 1.09% Increased
1485
Globeflex Capital
Globeflex Capital
California
$32.4M +$7.74M 16 4.14% Increased
1486
Fiduciary Group
Fiduciary Group
Georgia
$32.4M +$68.1K 14 2.54% Increased
1487
Dividend Assets Capital
Dividend Assets Capital
South Carolina
$32.4M +$645K 7 6.27% Increased
1488
Hoey Investments
Hoey Investments
Pennsylvania
$32.3M -$3.94M 14 4.17% Reduced
1489
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$32.3M +$3.91M 17 0.89% Increased
1490
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.2M -$31.2M 1 1.21% Reduced
1491
Oakcliff Capital Partners
Oakcliff Capital Partners
New York
$32.2M $0 1 11.99% Maintained
1492
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$32.1M -$1.41M 20 0.49% Reduced
1493
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$32.1M -$7.61M 9 0.54% Reduced
1494
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$32.1M +$7.14M 1 3.58% Increased
1495
Fulton Bank
Fulton Bank
Pennsylvania
$32M +$2.11M 22 0.98% Increased
1496
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$32M +$502K 19 1.81% Increased
1497
Brasada Capital Management
Brasada Capital Management
Texas
$32M -$1.54M 7 5.73% Reduced
1498
Wellington Shields Capital Management
Wellington Shields Capital Management
New York
$32M +$323K 18 4.06% Increased
1499
Titan Investment Solutions
Titan Investment Solutions
$32M +$3.37M 4 3.58% Increased
1500
Mather Group
Mather Group
Illinois
$31.9M +$6.49M 41 0.28% Increased