← 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
251
CC
Carlson Capital
Texas
$47.2M +$44.8M 1 0.57% New
252
Nomura Asset Management
Nomura Asset Management
Japan
$47.2M +$46.3M 5 0.94% New
253
DAC
Dividend Assets Capital
South Carolina
$47.1M +$45.6M 2 2.07% New
254
Cohen & Steers
Cohen & Steers
New York
$47.1M +$45.2M 2 0.15% New
255
Abrams Capital Management
Abrams Capital Management
Massachusetts
$46.2M +$46.9M 1 2.67% New
256
HCM
Holland Capital Management
Illinois
$45.5M +$46M 1 1.15% New
257
YCMGA
York Capital Management Global Advisors
New York
$45.1M +$45M 1 0.94% New
258
TSU
TD Securities (USA)
New York
$44.1M +$43.5M 4 0.88% New
259
Tocqueville Asset Management
Tocqueville Asset Management
New York
$44.1M +$42.7M 4 0.6% New
260
F&C Asset Management
F&C Asset Management
United Kingdom
$44M +$39.7M 5 0.6% New
261
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$43.7M +$42.9M 6 0.41% New
262
KBC Group
KBC Group
Belgium
$43.3M +$42.3M 9 0.8% New
263
Silvercrest Asset Management
Silvercrest Asset Management
New York
$43M +$42.4M 5 0.91% New
264
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$43M +$38.8M 3 2.01% New
265
Sterling Capital Management
Sterling Capital Management
North Carolina
$42.9M +$40.9M 3 0.53% New
266
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$42.7M +$41.8M 9 0.51% New
267
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$42.3M +$35.5M 2 1.37% New
268
SAM
Steinberg Asset Management
New York
$41.7M +$34.8M 1 2.78% New
269
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$41.6M +$39.8M 6 0.8% New
270
Seizert Capital Partners
Seizert Capital Partners
Michigan
$40.7M +$38.3M 3 1.11% New
271
FQ
First Quadrant
California
$40.5M +$38.4M 4 1.08% New
272
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$40M +$39.5M 4 0.89% New
273
Two Sigma Investments
Two Sigma Investments
New York
$39.9M +$37.6M 8 0.28% New
274
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$39.7M +$40M 3 1.42% New
275
DCM
Dupont Capital Management
Delaware
$39.3M +$37.3M 3 0.73% New
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