← 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	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$48.7M	-$1.98M	7	0.8%	Reduced
302	D.A. Davidson & Co Great Falls, Montana	$48.4M	-$4.97M	6	0.95%	Reduced
303	PointState Capital New York	$48.4M	+$46.8M	3	0.41%	New
304	Janney Montgomery Scott Philadelphia, Pennsylvania	$47M	+$8.94M	7	0.54%	Increased
305	Fiduciary Trust Boston, Massachusetts	$47M	-$30.4K	3	1.45%	Reduced
306	Bartlett & Co Cincinnati, Ohio	$46.5M	+$382K	3	1.95%	Increased
307	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$46.4M	-$575K	4	0.88%	Reduced
308	Jane Street New York	$46.2M	+$28.1M	9	0.15%	Increased
309	Commerce Bank Kansas City, Missouri	$45.7M	-$22.6M	4	0.62%	Reduced
310	PIA Piedmont Investment Advisors Durham, North Carolina	$44.8M	+$446K	7	0.95%	Increased
311	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$44.7M	-$315K	3	2.51%	Reduced
312	DCM Dupont Capital Management Wilmington, Delaware	$44.4M	-$1.85M	6	1.01%	Reduced
313	Silvercrest Asset Management New York	$44.3M	-$3.22M	5	0.44%	Reduced
314	Gofen & Glossberg Chicago, Illinois	$44M	-$759K	3	1.63%	Reduced
315	R.M. Davis Inc Portland, Maine	$44M	+$4.45M	4	1.82%	Increased
316	CI Investments Inc Toronto, Ontario, Canada	$43.6M	-$1.43M	1	0.43%	Reduced
317	CSC Cove Street Capital El Segundo, California	$43.3M	+$715K	1	4.83%	Increased
318	MC MIG Capital Newport Beach, California	$43.2M	+$6.07M	1	6.21%	Increased
319	Scotia Capital Toronto, Ontario, Canada	$42.6M	+$3.7M	4	0.61%	Increased
320	QS Investors New York	$42.4M	-$12.5M	7	0.34%	Reduced
321	Laurion Capital Management New York	$42.1M	-$9.71M	7	0.19%	Reduced
322	Westfield Capital Management Boston, Massachusetts	$42M	+$38M	2	0.32%	New
323	Crawford Investment Counsel Atlanta, Georgia	$41.8M	-$30.3M	3	1.36%	Reduced
324	Zurich Cantonal Bank Zurich, Switzerland	$41.4M	+$1.21M	14	0.39%	Increased
325	CBT Capital Bank & Trust Irvine, California	$40.1M	+$12.4M	4	0.51%	Increased