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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
1501
Aureus Asset Management
Aureus Asset Management
Massachusetts
$31.9M -$381K 12 1.94% Reduced
1502
Petredis Investment Advisors
Petredis Investment Advisors
Pennsylvania
$31.8M +$195K 6 2.14% Increased
1503
Townsend & Associates
Townsend & Associates
Colorado
$31.8M +$193K 3 2.71% Increased
1504
Kieckhefer Group
Kieckhefer Group
Wisconsin
$31.8M +$119K 7 12.93% Increased
1505
First Fiduciary Investment Counsel
First Fiduciary Investment Counsel
Ohio
$31.7M +$529K 4 6% Increased
1506
Smithbridge Asset Management
Smithbridge Asset Management
Pennsylvania
$31.7M -$1.42M 8 4.32% Reduced
1507
Great Lakes Retirement
Great Lakes Retirement
Ohio
$31.7M +$981K 8 2.81% Increased
1508
KKM Financial
KKM Financial
Illinois
$31.7M +$26.9M 4 4.34% Increased
1509
AMG National Trust Bank
AMG National Trust Bank
Colorado
$31.6M -$11.3M 14 0.65% Reduced
1510
Rockline Wealth Management
Rockline Wealth Management
New York
$31.6M -$3.28M 9 6.05% Reduced
1511
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo)
$31.6M +$66.3M 2 8.43% Increased
1512
Fulcrum Asset Management
Fulcrum Asset Management
United Kingdom
$31.6M +$22.6M 25 3.15% Increased
1513
Edge Wealth Management
Edge Wealth Management
New York
$31.5M -$136K 6 5.3% Reduced
1514
Verus Capital Partners
Verus Capital Partners
Arizona
$31.4M -$7.74M 22 1.7% Reduced
1515
Anabranch Capital Management
Anabranch Capital Management
Connecticut
$31.4M +$2.23M 1 24% Increased
1516
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$31.4M +$6.71M 7 0.94% Increased
1517
Bailard
Bailard
California
$31.3M +$2.21M 18 0.64% Increased
1518
Rings Capital Management
Rings Capital Management
Illinois
$31.3M $0 1 15.93% Maintained
1519
GFI
Global Frontier Investments
South Carolina
$31.3M -$320M 1 5.39% Reduced
1520
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$31.2M +$9.12M 54 1.07% Increased
1521
IFG Advisory
IFG Advisory
Georgia
$31.1M +$31M 38 1.09% Increased
1522
Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel
British Columbia, Canada
$31.1M -$71.5K 1 2.37% Reduced
1523
Jamison Private Wealth Management
Jamison Private Wealth Management
Georgia
$31.1M +$1.56M 8 3.14% Increased
1524
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management
Ohio
$31M -$21.7K 8 3.68% Reduced
1525
Maven Securities
Maven Securities
Jersey
$30.9M +$18.2M 4 0.61% Increased