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 | |
|---|---|---|---|---|---|---|---|
| 2376 |
Troy Asset Management
London,
United Kingdom
| $1.24M | $0 | 2 | 0.07% | Maintained |
|
| 2377 |
CWA
Cypress Wealth Advisors
San Francisco,
California
| $1.23M | -$342K | 1 | 0.56% | Reduced |
|
| 2378 |
SM
Sciencast Management
Princeton,
New Jersey
| $1.23M | -$1.26M | 2 | 3.65% | Reduced |
|
| 2379 |
SIG
Stanford Investment Group
Mountain View,
California
| $1.22M | +$60.2K | 6 | 0.57% | Increased |
|
| 2380 |
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $1.22M | +$267K | 3 | 0.08% | Increased |
|
| 2381 |
LCG
Lisanti Capital Growth
New York
| $1.22M | +$1.21M | 1 | 1.54% | New |
|
| 2382 |
DS
Dudley & Shanley
Palm Beach,
Florida
| $1.21M | $0 | 1 | 0.28% | Maintained |
|
| 2383 |
FWP
FAS Wealth Partners
Leawood,
Kansas
| $1.2M | +$133K | 3 | 0.39% | Increased |
|
| 2384 |
CCP
Cyrus Capital Partners
New York
| $1.2M | +$1.25M | 1 | 0.1% | New |
|
| 2385 |
JDR
Jay D. Rosenbaum
| $1.19M | +$53.1K | 2 | 0.14% | Increased |
|
| 2386 |
WI
Wedgewood Investors
Erie,
Pennsylvania
| $1.18M | -$2.38K | 3 | 1.11% | Reduced |
|
| 2387 |
TP
Truvvo Partners
New York
| $1.18M | +$339 | 2 | 0.53% | Increased |
|
| 2388 |
SA
Steadfast Advisors
New York
| $1.18M | +$1.17M | 1 | 0.5% | New |
|
| 2389 |
EGA
E&G Advisors
Houston,
Texas
| $1.18M | -$44.5K | 2 | 0.69% | Reduced |
|
| 2390 |
UM
Ulysses Management
New York
| $1.17M | $0 | 1 | 0.14% | Maintained |
|
| 2391 |
Ruane, Cunniff & Goldfarb
New York
| $1.16M | -$4.01M | 2 | 0.01% | Reduced |
|
| 2392 |
Waverly Advisors
Birmingham,
Alabama
| $1.16M | -$52.7K | 2 | 0.48% | Reduced |
|
| 2393 |
LFG
LifePlan Financial Group
Dayton,
Ohio
| $1.16M | +$28.2K | 2 | 0.79% | Increased |
|
| 2394 |
FC
Fairpointe Capital
Chicago,
Illinois
| $1.15M | +$10.3K | 1 | 0.03% | Increased |
|
| 2395 |
BCM
Bluefin Capital Management
New York
| $1.14M | -$5.85M | 3 | 0.04% | Reduced |
|
| 2396 |
NA
Nottingham Advisors
Amherst,
New York
| $1.14M | -$172K | 1 | 0.2% | Reduced |
|
| 2397 |
CPP
Crow Point Partners
Boston,
Massachusetts
| $1.14M | +$1.14M | 6 | 0.18% | New |
|
| 2398 |
CM
Capital Management
Glen Allen,
Virginia
| $1.14M | +$65.9K | 2 | 0.42% | Increased |
|
| 2399 |
TG
TLP Group
Evanston,
Illinois
| $1.14M | -$437K | 7 | 1.2% | Reduced |
|
| 2400 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $1.13M | +$93.4K | 2 | 0.33% | Increased |
|