← 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
376	DP Dearborn Partners Chicago, Illinois	$25.3M	+$278K	2	2.2%	Increased
377	QIM Quantitative Investment Management Charlottesville, Virginia	$25.2M	+$15.8M	6	1.17%	Increased
378	SL Summitry LLC Foster City, California	$24.7M	+$222K	1	2.54%	Increased
379	CIC Canal Insurance Company Greenville, South Carolina	$24.3M	$0	4	8%	Maintained
380	Huntington National Bank Columbus, Ohio	$24.1M	-$7.94M	7	0.6%	Reduced
381	Ingalls & Snyder LLC New York	$24.1M	+$7.87K	1	1.42%	Increased
382	ZWJ Investment Counsel Atlanta, Georgia	$24M	+$175K	2	2.4%	Increased
383	Meyer Handelman Company Rye Brook, New York	$23.9M	-$130K	2	1.07%	Reduced
384	NPA Nichols & Pratt Advisers Boston, Massachusetts	$23.7M	+$3.07K	1	2.15%	Increased
385	SGAM Smith Group Asset Management Dallas, Texas	$23.7M	-$33.9M	1	0.71%	Reduced
386	RS Investment Management San Francisco, California	$23.5M	+$15.4M	1	0.24%	Increased
387	Select Equity Group New York	$23.5M	-$1.72M	1	0.21%	Reduced
388	B BP London, United Kingdom	$23.4M	-$1.53M	4	0.93%	Reduced
389	NAM North American Management Boston, Massachusetts	$23.3M	-$866K	1	3.89%	Reduced
390	Needham Investment Management New York	$23.2M	-$113K	3	6.4%	Reduced
391	Scotia Capital Toronto, Ontario, Canada	$23.2M	-$2.29M	3	0.47%	Reduced
392	KCM Kingdon Capital Management New York	$22.9M	+$22.8M	1	1.26%	New
393	South Dakota Investment Council Sioux Falls, South Dakota	$22.9M	-$696K	5	0.5%	Reduced
394	Sit Investment Associates Minneapolis, Minnesota	$22.7M	-$8.05M	2	0.6%	Reduced
395	BOK Financial Tulsa, Oklahoma	$22.6M	+$1.39M	4	0.8%	Increased
396	Oppenheimer & Co New York	$22.3M	+$2.36M	6	0.66%	Increased
397	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$22.2M	-$521K	4	0.99%	Reduced
398	DCM Dupont Capital Management Wilmington, Delaware	$22.1M	+$1.14M	3	0.49%	Increased
399	Ferguson Wellman Capital Management Portland, Oregon	$22.1M	+$91.8K	3	0.93%	Increased
400	Madison Investment Holdings Madison, Wisconsin	$22M	-$83.6K	1	0.46%	Reduced