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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

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1976	JCM Jacobi Capital Management Pittston, Pennsylvania	$18.1M	-$3.86M	12	0.88%	Reduced
1977	CA Claro Advisors Boston, Massachusetts	$18.1M	+$1.91M	13	1.9%	Increased
1978	PAA Peregrine Asset Advisers Portland, Oregon	$18M	+$1.15M	6	3.91%	Increased
1979	SA Sovran Advisors San Diego, California	$18M	+$3.83M	14	1.34%	Increased
1980	UAG United Advisor Group Cincinnati, Ohio	$18M	+$381K	10	1.9%	Increased
1981	JHA Jackson Hill Advisors Houston, Texas	$18M	+$16.6M	1	9.11%	New
1982	QIM Quantitative Investment Management Charlottesville, Virginia	$18M	-$34.6M	10	1.96%	Reduced
1983	BL BCWM LLC Overland Park, Kansas	$17.8M	+$4.27M	2	5.2%	Increased
1984	KAS KPP Advisory Services Louisville, Kentucky	$17.8M	+$5.98M	14	2.25%	Increased
1985	IWS Insight Wealth Strategies San Ramon, California	$17.8M	+$8.56M	5	1.73%	Increased
1986	MMG Monetary Management Group St Louis, Missouri	$17.8M	+$649K	16	3.65%	Increased
1987	FA Fiduciary Alliance Greenville, South Carolina	$17.7M	-$15M	10	1.2%	Reduced
1988	LA Lifeworks Advisors Grand Rapids, Michigan	$17.7M	+$3.74M	10	1.86%	Increased
1989	AF Ally Financial Detroit, Michigan	$17.7M	+$9.51M	6	2.29%	Increased
1990	CBB Citizens Business Bank Ontario, California	$17.7M	-$295K	5	2.66%	Reduced
1991	SICM Sustainable Insight Capital Management New York	$17.7M	-$2.13M	3	7.58%	Reduced
1992	FAT First American Trust Santa Ana, California	$17.7M	-$1.01M	9	1.06%	Reduced
1993	RG Renaissance Group Covington, Kentucky	$17.6M	-$3.08M	4	0.72%	Reduced
1994	PCM Pinnbrook Capital Management New York	$17.6M	+$2.84M	6	1.88%	Increased
1995	CSNH Crow's Nest Holdings Richmond, Virginia	$17.6M	-$12.9M	1	5.32%	Reduced
1996	SHFA SS&H Financial Advisors Troy, Michigan	$17.6M	+$17.1M	11	4.49%	New
1997	CIA CCM Investment Advisers Columbia, South Carolina	$17.5M	+$3.53M	3	1.36%	Increased
1998	HC Hendley & Co Zanesville, Ohio	$17.5M	+$952K	4	6.21%	Increased
1999	BFG Beacon Financial Group Dallas, Texas	$17.5M	+$1.92M	10	1.59%	Increased
2000	AIM Advyzon Investment Management Lisle, Illinois	$17.5M	+$1.66M	20	1.27%	Increased