← All themes Defense Modernization

Defense Tech & C4ISR

Defense technology covers the software, sensors, and networks that connect a modern force — command, control, communications, computing, intelligence, surveillance, and reconnaissance. Budgets are shifting from platforms towards the systems that link them.

53 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	KBC Group Brussels, Belgium	$72.2M	+$7.7M	6	0.65%	Increased
227	Saturna Capital Bellingham, Washington	$72.1M	$0	2	2.45%	Maintained
228	PointState Capital New York	$72M	-$83.8M	2	0.75%	Reduced
229	Public Employees Retirement Association of Colorado Denver, Colorado	$71.2M	-$1.44M	10	0.54%	Reduced
230	TPSF Texas Permanent School Fund Austin, Texas	$70.2M	-$1.96M	12	0.92%	Reduced
231	Wedge Capital Management Charlotte, North Carolina	$70.2M	-$26.6M	4	0.67%	Reduced
232	Employees Retirement System of Texas Austin, Texas	$70M	-$21M	7	0.96%	Reduced
233	ACI AMP Capital Investors Sydney, Australia	$69.9M	-$40.9M	5	0.42%	Reduced
234	Crawford Investment Counsel Atlanta, Georgia	$69M	+$551K	3	2.44%	Increased
235	Bowen Hanes & Co Ponte Vedra Beach, Florida	$68.4M	-$853K	3	3.43%	Reduced
236	1832 Asset Management Toronto, Ontario, Canada	$68.4M	-$32.1M	3	0.24%	Reduced
237	Fort Washington Investment Advisors Cincinnati, Ohio	$68.2M	+$2.17M	2	1.09%	Increased
238	Teacher Retirement System of Texas Austin, Texas	$68M	-$5.62M	7	0.49%	Reduced
239	SRIM Saratoga Research & Investment Management Saratoga, California	$67.6M	+$2.35M	1	5.61%	Increased
240	GGHC Gilder Gagnon Howe & Co New York	$67.1M	+$63.7M	2	1.13%	New
241	Burney Company Reston, Virginia	$66.7M	-$140K	5	4.4%	Reduced
242	Första AP-fonden Stockholm, Sweden	$66.3M	+$1.05M	2	2.13%	Increased
243	GH GAM Holding Zurich, Switzerland	$66.2M	+$11.5M	5	1.05%	Increased
244	Bahl & Gaynor Cincinnati, Ohio	$66.2M	-$4.78M	3	0.76%	Reduced
245	Silvercrest Asset Management New York	$65.7M	-$9.79M	5	0.7%	Reduced
246	SG Americas Securities New York	$65.7M	-$46.4M	10	0.58%	Reduced
247	Nuveen Charlotte, North Carolina	$65.4M	-$22.9M	7	0.39%	Reduced
248	British Columbia Investment Management Victoria, British Columbia, Canada	$65.1M	-$5.69M	3	0.52%	Reduced
249	Commerce Bank Kansas City, Missouri	$64.2M	-$216K	4	0.92%	Reduced
250	Commonwealth Equity Services Waltham, Massachusetts	$63.7M	+$2.69M	7	0.43%	Increased