← 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	OC Oakmont Corp Los Angeles, California	$53M	+$198K	2	10.11%	Increased
277	Envestnet Asset Management Chicago, Illinois	$52.5M	-$1.56M	12	0.15%	Reduced
278	Polar Capital London, United Kingdom	$52.4M	+$51.1M	1	0.71%	New
279	QS Investors New York	$52.3M	-$363K	9	0.45%	Reduced
280	Homestead Advisers Arlington, Virginia	$52M	-$2.93M	1	0.81%	Reduced
281	Banco Santander Madrid, Spain	$51.8M	+$50.9M	2	1.02%	New
282	Emerald Advisers Leola, Pennsylvania	$51.4M	-$6.78M	2	2.15%	Reduced
283	Kennedy Capital Management St Louis, Missouri	$50.7M	+$10.5M	6	0.97%	Increased
284	Marshall Wace North America New York	$50.1M	-$32.1M	8	0.37%	Reduced
285	Advisors Asset Management Monument, Colorado	$49.7M	+$780K	8	0.83%	Increased
286	Laurion Capital Management New York	$49.6M	+$30.6M	8	0.27%	Increased
287	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$49.2M	+$5.3M	7	0.83%	Increased
288	Confluence Investment Management St. Louis, Missouri	$48.9M	+$1.61M	2	0.99%	Increased
289	Congress Asset Management Boston, Massachusetts	$48.7M	+$42.1M	3	0.87%	Increased
290	Bartlett & Co Cincinnati, Ohio	$48.5M	-$370K	3	2.18%	Reduced
291	Mutual of America Capital Management New York	$48.3M	-$4.27K	9	0.83%	Reduced
292	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$48.2M	+$1.26M	1	2.74%	Increased
293	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$48.1M	-$19.7M	10	0.41%	Reduced
294	Fiduciary Trust Boston, Massachusetts	$48M	-$608K	3	1.47%	Reduced
295	Moore Capital Management New York	$47.9M	+$38.5M	1	1.47%	Increased
296	Fjarde Ap-fonden Stockholm, Sweden	$47.7M	+$6.47M	4	0.96%	Increased
297	Sterling Capital Management Charlotte, North Carolina	$47.5M	-$332K	5	0.46%	Reduced
298	BAMCO Inc New York	$47.4M	+$354K	1	0.24%	Increased
299	Tocqueville Asset Management New York	$46.8M	+$893K	4	0.56%	Increased
300	Gofen & Glossberg Chicago, Illinois	$46.6M	-$137K	3	1.77%	Reduced