← 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	PCM Polaris Capital Management Boston, Massachusetts	$40M	+$3.11M	1	2.23%	Increased
327	Peregrine Capital Management Minneapolis, Minnesota	$39.9M	+$26.1M	3	0.96%	Increased
328	Homestead Advisers Arlington, Virginia	$39.9M	-$14.2M	1	0.61%	Reduced
329	PCM Palestra Capital Management New York	$39.9M	+$40.4M	1	2.47%	New
330	Edmond de Rothschild Holding Chambesy, Switzerland	$39.2M	+$306K	5	1.11%	Increased
331	Foresters Investment Management New York	$39M	+$282K	4	0.64%	Increased
332	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$38.9M	-$646K	2	1.9%	Reduced
333	SFM Stack Financial Management Whitefish, Montana	$38.6M	+$292K	1	4.18%	Increased
334	Zacks Investment Management Chicago, Illinois	$38.6M	+$147K	3	0.9%	Increased
335	BCM Barometer Capital Management Toronto, Ontario, Canada	$38.4M	-$4.67M	2	3.72%	Reduced
336	ExxonMobil Investment Management Irving, Texas	$38.2M	-$2.24M	4	0.97%	Reduced
337	Utah Retirement Systems Salt Lake City, Utah	$38.2M	+$38.6K	5	0.86%	Increased
338	MSA Mason Street Advisors Milwaukee, Wisconsin	$38.1M	-$14.3K	12	0.91%	Reduced
339	Swiss Life Asset Management Zurich,	$38.1M	+$7.39M	3	1.02%	Increased
340	NIMC NWQ Investment Management Company Los Angeles, California	$37.9M	-$4.5M	1	0.46%	Reduced
341	Madison Investment Holdings Madison, Wisconsin	$37.7M	+$3.66M	2	0.67%	Increased
342	Cambridge Investment Research Advisors Fairfield, Iowa	$37.2M	-$938K	6	0.5%	Reduced
343	Klingenstein Fields & Co New York	$37M	-$673K	2	1.42%	Reduced
344	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$36.9M	-$1.32M	4	2.12%	Reduced
345	LCS Levin Capital Strategies New York	$36.9M	+$33.4M	1	0.63%	Increased
346	GA Glenhill Advisors New York	$36.9M	+$37.3M	1	2.99%	New
347	Discovery Capital Management South Norwalk, Connecticut	$36.8M	+$35.8M	1	0.88%	New
348	Dai-ichi Life Insurance Company Tokyo, Japan	$36.7M	-$2.3M	5	0.78%	Reduced
349	NA Neuburgh Advisers Los Angeles, California	$36.7M	-$8.65M	10	1.36%	Reduced
350	AAM Ardevora Asset Management London, United Kingdom	$36.6M	+$341K	1	1.1%	Increased