← 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	Van Berkom & Associates Montreal, Quebec, Canada	$73.7M	+$72.3M	1	2.4%	New
252	Huntington National Bank Columbus, Ohio	$72.7M	+$4.9M	7	1.16%	Increased
253	Eagle Asset Management St Petersburg, Florida	$72.6M	-$4.66M	5	0.4%	Reduced
254	Epoch Investment Partners New York	$72.1M	-$120M	2	0.24%	Reduced
255	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$71.4M	-$5.35M	1	2.8%	Reduced
256	Tocqueville Asset Management New York	$70.5M	+$10M	4	0.8%	Increased
257	Gulf International Bank (UK) London, United Kingdom	$68.5M	-$150K	4	0.87%	Reduced
258	Calamos Advisors Naperville, Illinois	$68.5M	-$1.26M	4	0.35%	Reduced
259	Fiduciary Management Inc Milwaukee, Wisconsin	$68M	+$8.99M	1	0.42%	Increased
260	EULAV Asset Management Sarasota, Florida	$67.6M	-$5.16M	5	3.19%	Reduced
261	AL AJO LP Philadelphia, Pennsylvania	$67.3M	-$38.5M	2	0.29%	Reduced
262	Virginia Retirement Systems Richmond, Virginia	$67.1M	+$367K	6	0.79%	Increased
263	Polar Capital London, United Kingdom	$65.4M	+$3.73M	1	0.68%	Increased
264	Andra AP-fonden Goteborg, Sweden	$64.2M	+$28.8M	4	1.46%	Increased
265	Nomura Holdings Tokyo, Japan	$64.2M	-$10.6M	6	0.11%	Reduced
266	Fjarde Ap-fonden Stockholm, Sweden	$64.2M	+$9.76M	4	0.97%	Increased
267	United Capital Financial Advisors Irving, Texas	$63.8M	+$98.2K	5	0.5%	Increased
268	Squarepoint New York	$63.5M	+$33.6M	9	1.11%	Increased
269	Davenport & Co Richmond, Virginia	$63.4M	+$1.2M	5	0.76%	Increased
270	Nuveen Charlotte, North Carolina	$63.1M	+$1.25M	6	0.4%	Increased
271	Gotham Asset Management New York	$62.5M	-$7.26M	8	0.91%	Reduced
272	Congress Asset Management Boston, Massachusetts	$62.2M	-$604K	4	0.91%	Reduced
273	BAMCO Inc New York	$62.2M	-$718K	1	0.29%	Reduced
274	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$62.1M	-$16.9M	1	4.23%	Reduced
275	Norinchukin Bank Tokyo, Japan	$61.7M	+$8.52M	4	1.08%	Increased