← 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	ELI Empire Life Investments Toronto, Ontario, Canada	$29.9M	+$8.88M	2	2.6%	Increased
377	Zurich Insurance Group Zurich, Switzerland	$29.5M	+$433K	4	0.84%	Increased
378	OAM Oxford Asset Management Oxford, United Kingdom	$29.3M	+$23.1M	7	0.58%	Increased
379	Numeric Investors Boston, Massachusetts	$29.2M	-$8.24M	6	0.26%	Reduced
380	Oppenheimer & Co New York	$29.2M	+$1.53M	7	0.8%	Increased
381	Hood River Capital Management Palm Beach Gardens, Florida	$29.1M	+$20.7M	1	2.01%	Increased
382	Fiduciary Management Inc Milwaukee, Wisconsin	$28.9M	+$28.8M	1	0.17%	New
383	TIP Torray Investment Partners Bethesda, Maryland	$28.9M	-$1.52M	2	3.05%	Reduced
384	Ferguson Wellman Capital Management Portland, Oregon	$28.9M	-$6.69M	4	1.08%	Reduced
385	Highbridge Capital Management New York	$28.8M	-$2.66M	4	0.43%	Reduced
386	Susquehanna International Group Bala Cynwyd, Pennsylvania	$28.5M	-$6.83M	6	0.01%	Reduced
387	Fuller & Thaler Asset Management San Mateo, California	$28.5M	+$1.05M	7	0.37%	Increased
388	LIA LS Investment Advisors Bloomfield Hills, Michigan	$28.3M	+$1.47M	12	1.73%	Increased
389	TAM Tyers Asset Management Austin, Texas	$28.3M	-$2.97M	6	1.04%	Reduced
390	Meyer Handelman Company Rye Brook, New York	$28.3M	-$107K	2	1.19%	Reduced
391	Jefferies Group New York	$28.1M	-$6.04M	9	0.19%	Reduced
392	NPA Nichols & Pratt Advisers Boston, Massachusetts	$28.1M	+$90.4K	1	2.56%	Increased
393	Scout Investments Kansas City, Missouri	$28M	-$2.73M	2	0.81%	Reduced
394	BOK Financial Tulsa, Oklahoma	$27.8M	+$5.11M	5	0.87%	Increased
395	RIG Roosevelt Investment Group New York	$27.6M	-$2.36M	3	2.54%	Reduced
396	CIC Canal Insurance Company Greenville, South Carolina	$27.4M	-$5.02M	4	10.03%	Reduced
397	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$27.2M	-$18.3M	2	2.06%	Reduced
398	South Dakota Investment Council Sioux Falls, South Dakota	$26.9M	-$3.21M	8	0.57%	Reduced
399	PP Paloma Partners Greenwich, Connecticut	$26.8M	+$10.4M	6	0.32%	Increased
400	PineBridge Investments New York	$26.5M	-$4.25M	7	0.69%	Reduced