← 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
301	DCM Dupont Capital Management Wilmington, Delaware	$46.5M	+$12.9M	5	1.04%	Increased
302	Norinchukin Bank Tokyo, Japan	$46.3M	-$5.42M	4	0.95%	Reduced
303	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$45.8M	-$3.94M	4	0.88%	Reduced
304	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$44.8M	-$11.8M	3	2.68%	Reduced
305	RA Rovida Advisors Fort Lauderdale, Florida	$44.7M	+$1.73M	2	6.16%	Increased
306	CCMH Cornerstone Capital Management Holdings New York	$44.4M	-$16.9M	6	0.35%	Reduced
307	Silvercrest Asset Management New York	$44M	-$23.2M	5	0.47%	Reduced
308	NA Neuburgh Advisers Los Angeles, California	$44M	-$4.49M	10	1.67%	Reduced
309	Squarepoint New York	$43.9M	+$9.24M	11	0.86%	Increased
310	PIA Piedmont Investment Advisors Durham, North Carolina	$43.8M	-$17.1M	7	0.97%	Reduced
311	CSC Cove Street Capital El Segundo, California	$43.8M	-$3.98M	1	5.31%	Reduced
312	NIMC NWQ Investment Management Company Los Angeles, California	$43.7M	+$43.4M	1	0.6%	New
313	CI Investments Inc Toronto, Ontario, Canada	$43.5M	+$7M	1	0.47%	Increased
314	SI Standard Investments New York	$42.9M	+$7.5M	1	6.14%	Increased
315	Nomura Holdings Tokyo, Japan	$42.5M	+$25.7M	7	0.1%	Increased
316	Eagle Asset Management St Petersburg, Florida	$42.5M	-$251K	5	0.26%	Reduced
317	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$42.3M	-$2.28M	2	1.84%	Reduced
318	CAM Cortina Asset Management Milwaukee, Wisconsin	$42.2M	-$15.5M	4	1.79%	Reduced
319	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$41.5M	-$469K	2	2.07%	Reduced
320	Mitsubishi UFJ Asset Management Tokyo, Japan	$41.2M	-$13.2M	4	1.01%	Reduced
321	Snyder Capital Management San Francisco, California	$40.9M	-$201K	1	2.17%	Reduced
322	Edmond de Rothschild Holding Chambesy, Switzerland	$40.6M	-$7.46M	5	1.14%	Reduced
323	SFM Stack Financial Management Whitefish, Montana	$40.3M	-$309K	1	4.19%	Reduced
324	Foresters Investment Management New York	$40.2M	+$689K	4	0.68%	Increased
325	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$40.2M	-$65.7M	2	0.61%	Reduced