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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	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$1.62M	+$1.56M	1	0.3%	New
1977	CCM Cazenove Capital Management London, United Kingdom	$1.61M	+$1.61M	2	1.29%	New
1978	NRCM Northern Right Capital Management Darien, Connecticut	$1.61M	+$1.49M	1	1.16%	New
1979	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.6M	+$1.56M	5	0.58%	New
1980	CC Capital Counsel New York	$1.6M	+$1.6M	2	0.1%	New
1981	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.58M	+$1.57M	4	1.99%	New
1982	TCB Texas Capital Bancshares Dallas, Texas	$1.58M	+$1.56M	3	1.57%	New
1983	AKRE Capital Management Middleburg, Virginia	$1.57M	+$1.5M	1	0.07%	New
1984	TM TigerShark Management New York	$1.56M	+$1.46M	1	1.01%	New
1985	SAM Shamrock Asset Management Dallas, Texas	$1.55M	+$1.53M	1	0.65%	New
1986	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$1.54M	+$1.54M	1	0.98%	New
1987	Riverbridge Partners Minneapolis, Minnesota	$1.54M	+$1.53M	1	0.04%	New
1988	Ballentine Partners Waltham, Massachusetts	$1.53M	+$1.53M	2	0.21%	New
1989	CTC (Chicago Trading Company) Chicago, Illinois	$1.53M	+$1.42M	1	0.12%	New
1990	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.53M	+$1.53M	2	0.07%	New
1991	TCM Timpani Capital Management Milwaukee, Wisconsin	$1.53M	+$1.46M	1	0.97%	New
1992	GCM Glynn Capital Management Menlo Park, California	$1.49M	+$1.46M	2	0.6%	New
1993	MHP Manatuck Hill Partners Westport, Connecticut	$1.48M	+$2.38M	2	0.18%	New
1994	Hillsdale Investment Management Toronto, Ontario, Canada	$1.48M	+$1.44M	6	0.48%	New
1995	BWM Braver Wealth Management Needham, Massachusetts	$1.47M	+$1.46M	1	0.67%	New
1996	NA Navellier & Associates Reno, Nevada	$1.47M	+$1.4M	2	0.07%	New
1997	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$1.46M	+$1.51M	2	1.55%	New
1998	CSC Cove Street Capital El Segundo, California	$1.46M	+$1.35M	1	0.32%	New
1999	Allworth Financial Folsom, California	$1.45M	+$1.41M	2	0.81%	New
2000	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.44M	+$1.41M	2	2.42%	New