← 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	HC Henshaw Capital Woburn, Massachusetts	$61.3M	+$3.48K	3	5.85%	Increased
277	RA Rovida Advisors Fort Lauderdale, Florida	$61.1M	+$1.13M	2	6.4%	Increased
278	CAM Cortina Asset Management Milwaukee, Wisconsin	$61M	+$3.58M	5	2.69%	Increased
279	BNP Paribas Asset Management Paris, France	$60.8M	-$8.67M	3	0.52%	Reduced
280	Kornitzer Capital Management Shawnee Mission, Kansas	$60.3M	+$660K	3	1.03%	Increased
281	MAMU Marathon Asset Management (UK) London, United Kingdom	$59.9M	+$933K	1	0.92%	Increased
282	HighTower Advisors Chicago, Illinois	$59M	-$1.75M	5	0.48%	Reduced
283	Nordea Investment Management Stockholm, Sweden	$58.8M	-$654K	3	0.14%	Reduced
284	Sterling Capital Management Charlotte, North Carolina	$58.6M	+$3.57M	7	0.53%	Increased
285	Mutual of America Capital Management New York	$58.5M	-$1.77M	9	0.89%	Reduced
286	Vaughan David Investments Peoria, Illinois	$57.7M	+$702K	3	2.68%	Increased
287	CSC Cove Street Capital El Segundo, California	$57.6M	+$6.68M	1	6.21%	Increased
288	Emerald Advisers Leola, Pennsylvania	$57.4M	+$810K	2	2.21%	Increased
289	PGGM Investments Zeist, Netherlands	$56.7M	-$56.5M	1	0.32%	Reduced
290	D.A. Davidson & Co Great Falls, Montana	$54.6M	+$1.48M	5	1.15%	Increased
291	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$54.5M	+$32.7M	3	3.85%	Increased
292	Advisors Asset Management Monument, Colorado	$54.4M	+$84.3K	9	0.89%	Increased
293	Janney Montgomery Scott Philadelphia, Pennsylvania	$54.3M	+$4.62M	7	0.56%	Increased
294	Snyder Capital Management San Francisco, California	$54.1M	-$4.03M	1	2.7%	Reduced
295	Oregon Public Employees Retirement Fund Tigard, Oregon	$54M	-$5.78M	7	0.81%	Reduced
296	Douglas Lane & Associates New York	$53.9M	+$51.3M	2	1.14%	Increased
297	Confluence Investment Management St. Louis, Missouri	$53.8M	+$1.78M	2	0.98%	Increased
298	AHL Partners London, United Kingdom	$53.7M	-$16.1M	9	0.84%	Reduced
299	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$53.5M	+$28.2M	11	1.33%	Increased
300	O'Shaughnessy Asset Management Stamford, Connecticut	$52.4M	-$9.81M	8	1.22%	Reduced