← 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
276	Virginia Retirement Systems Richmond, Virginia	$46.9M	-$5.52M	6	0.81%	Reduced
277	Janus Henderson Group London,	$46.8M	+$120K	5	0.44%	Increased
278	Davenport & Co Richmond, Virginia	$46.6M	-$381K	4	0.79%	Reduced
279	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$46.3M	-$520K	6	0.97%	Reduced
280	Bartlett & Co Cincinnati, Ohio	$45.9M	-$462K	1	2.21%	Reduced
281	BA Boston Advisors Boston, Massachusetts	$45.3M	-$1.01M	5	1.94%	Reduced
282	Select Equity Group New York	$45.1M	+$19.7M	1	0.46%	Increased
283	Snyder Capital Management San Francisco, California	$45.1M	+$3.53M	1	2.09%	Increased
284	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$45M	+$1.34M	3	1.79%	Increased
285	CCMH Cornerstone Capital Management Holdings New York	$45M	-$30.1M	5	0.49%	Reduced
286	Wilmington Trust Wilmington, Delaware	$44.9M	+$639K	5	0.75%	Increased
287	EULAV Asset Management Sarasota, Florida	$44.5M	+$3.71M	5	2.39%	Increased
288	IRF IBM Retirement Fund Armonk, New York	$44.5M	-$561K	4	0.85%	Reduced
289	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$43.4M	-$732K	1	2.19%	Reduced
290	ExxonMobil Investment Management Irving, Texas	$43M	-$1.3M	4	0.97%	Reduced
291	Natixis Advisors Boston, Massachusetts	$42.9M	+$4.57M	6	0.62%	Increased
292	Vaughan David Investments Peoria, Illinois	$42.8M	-$15.1K	2	2.56%	Reduced
293	CCP Clough Capital Partners Boston, Massachusetts	$42.7M	-$7.91M	1	1.35%	Reduced
294	Sentry Investments Toronto, Ontario, Canada	$42.3M	+$3.63M	1	0.53%	Increased
295	SAM Steinberg Asset Management New York	$42.1M	-$1.42M	1	2.43%	Reduced
296	Todd Asset Management Louisville, Kentucky	$42M	+$10M	2	1.2%	Increased
297	JIR James Investment Research Alpha, Ohio	$41.8M	+$4.64M	1	1.33%	Increased
298	National Rural Electric Cooperative Association Arlington, Virginia	$41.8M	+$3.57M	1	0.78%	Increased
299	Gofen & Glossberg Chicago, Illinois	$41.7M	+$340K	2	1.84%	Increased
300	Fiduciary Trust Boston, Massachusetts	$41.4M	-$183K	3	1.77%	Reduced