← 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	GH GAM Holding Zurich, Switzerland	$58.1M	+$96.6K	6	0.84%	Increased
252	ICM Ionic Capital Management New York	$57M	+$59.6M	1	2.65%	Increased
253	Bowen Hanes & Co Ponte Vedra Beach, Florida	$56.3M	+$10.7M	3	2.8%	Increased
254	Suntrust Banks Atlanta, Georgia	$55.3M	-$1.1M	4	0.36%	Reduced
255	Zurich Cantonal Bank Zurich, Switzerland	$54.9M	-$4.73M	10	0.76%	Reduced
256	Sentry Investments Toronto, Ontario, Canada	$54.6M	+$9.91M	1	0.64%	Increased
257	Artisan Partners Milwaukee, Wisconsin	$54.2M	-$8.29M	1	0.1%	Reduced
258	SW SVB Wealth Boston, Massachusetts	$53.9M	-$949K	3	1.78%	Reduced
259	HA Heartland Advisors Milwaukee, Wisconsin	$53.8M	+$6.8M	4	1.5%	Increased
260	Seizert Capital Partners Birmingham, Michigan	$53.1M	-$2.06M	1	1.35%	Reduced
261	SGAM Smith Group Asset Management Dallas, Texas	$52.2M	+$51.1M	3	1.76%	Increased
262	Todd Asset Management Louisville, Kentucky	$51.9M	+$11.2M	2	1.41%	Increased
263	Edmond de Rothschild Holding Chambesy, Switzerland	$51.4M	+$54M	5	1.11%	New
264	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$51.1M	-$773K	2	2.15%	Reduced
265	Fred Alger Management New York	$51M	-$10.8M	2	0.23%	Reduced
266	H Hexavest Montreal, Quebec, Canada	$50.7M	+$26.5M	2	0.84%	Increased
267	BNP Paribas Asset Management Paris, France	$50.5M	+$2.3M	3	0.41%	Increased
268	Nomura Asset Management Tokyo, Japan	$50.4M	+$409K	4	0.93%	Increased
269	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$50M	+$4.29M	4	1.01%	Increased
270	ABC Anchor Bolt Capital Chicago, Illinois	$50M	-$927K	1	1.79%	Reduced
271	Marshall Wace London, United Kingdom	$49.5M	-$58.9M	6	0.65%	Reduced
272	CM CS McKee Pittsburgh, Pennsylvania	$49.4M	-$3.66M	2	1.37%	Reduced
273	Zacks Investment Management Chicago, Illinois	$49.3M	-$17.3M	6	1.56%	Reduced
274	Gulf International Bank (UK) London, United Kingdom	$48.8M	-$1.73M	4	0.85%	Reduced
275	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$48.6M	+$2.68M	1	2.58%	Increased