← 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
326
Seizert Capital Partners
Seizert Capital Partners
Michigan
$37.8M -$480K 2 1.34% Reduced
327
Zacks Investment Management
Zacks Investment Management
Illinois
$37.7M +$3.32M 6 0.96% Increased
328
Stack Financial Management
Stack Financial Management
Montana
$37.3M -$21.1K 1 3.95% Reduced
329
AHL Partners
AHL Partners
United Kingdom
$37.3M +$4.67M 9 0.82% Increased
330
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$37.2M -$6.94M 5 1.01% Reduced
331
FCM
Flinton Capital Management
Pennsylvania
$37.2M -$18M 6 1.44% Reduced
332
SFM
Systematic Financial Management
New Jersey
$36.8M -$5.39M 5 0.65% Reduced
333
Foresters Investment Management
Foresters Investment Management
New York
$36.4M +$1.1M 2 0.64% Increased
334
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$36.3M +$178K 2 1.47% Increased
335
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$36.3M +$78.7K 4 2.23% Increased
336
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$36.2M +$5.93M 2 1.66% Increased
337
Scotia Capital
Scotia Capital
Ontario, Canada
$36.1M +$2.27M 3 0.62% Increased
338
Foundry Partners
Foundry Partners
Minnesota
$35.9M -$34.5K 4 1.5% Reduced
339
SCM
Sandler Capital Management
New York
$35.5M -$1.08M 4 2.44% Reduced
340
Todd Asset Management
Todd Asset Management
Kentucky
$35.3M -$1.99M 1 1.02% Reduced
341
Numeric Investors
Numeric Investors
Massachusetts
$35.2M -$26.6M 5 0.32% Reduced
342
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$35M -$7.25M 1 0.78% Reduced
343
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$34.9M -$8.56M 1 4.14% Reduced
344
MC
MIG Capital
California
$34.6M +$7.72M 1 5.25% Increased
345
Polaris Capital Management
Polaris Capital Management
Massachusetts
$34.4M +$73.9K 1 2.45% Increased
346
CI Investments Inc
CI Investments Inc
Ontario, Canada
$34.4M +$34M 1 0.39% New
347
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$34.4M -$97.6M 3 0.49% Reduced
348
SVB Wealth
SVB Wealth
Massachusetts
$34.4M -$2.04M 4 1.37% Reduced
349
Utah Retirement Systems
Utah Retirement Systems
Utah
$34.1M +$11.2K 4 0.82% Increased
350
Mason Street Advisors
Mason Street Advisors
Wisconsin
$34M +$237K 12 0.87% Increased