← 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	William Blair & Company Chicago, Illinois	$30.3M	+$2.14M	6	0.23%	Increased
377	FCM Flinton Capital Management Philadelphia, Pennsylvania	$30M	-$7.1M	6	1.07%	Reduced
378	RP RR Partners New York	$29.9M	+$27.3M	1	2.05%	New
379	Zurich Insurance Group Zurich, Switzerland	$29.7M	-$787K	4	0.81%	Reduced
380	SAM Shell Asset Management The Hague, Netherlands	$29.7M	-$3M	5	0.66%	Reduced
381	MCM McKinley Capital Management Anchorage, Alaska	$29.5M	-$3.64M	2	1.21%	Reduced
382	MLL Moody Lynn & Lieberson Boston, Massachusetts	$29.4M	+$2.66M	6	3.57%	Increased
383	Squarepoint New York	$29M	-$17.8M	10	0.56%	Reduced
384	CIC Canal Insurance Company Greenville, South Carolina	$29M	$0	4	10.12%	Maintained
385	JIR James Investment Research Alpha, Ohio	$28.8M	-$11.9M	5	0.97%	Reduced
386	CCM Clearfield Capital Management New York	$28.8M	+$26.9M	1	5.4%	New
387	ABC Anchor Bolt Capital Chicago, Illinois	$28.8M	+$7.01M	2	1.18%	Increased
388	TIP Torray Investment Partners Bethesda, Maryland	$28.4M	+$81.5K	2	2.81%	Increased
389	Chartwell Investment Partners Berywn, Pennsylvania	$28.4M	+$1.75M	3	0.97%	Increased
390	USS Investment Management London, United Kingdom	$28.4M	+$484K	2	0.22%	Increased
391	South Dakota Investment Council Sioux Falls, South Dakota	$28.4M	+$885K	8	0.57%	Increased
392	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$28.2M	+$23.9K	2	2.01%	Increased
393	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$28M	-$92.9M	1	1.77%	Reduced
394	RCMC RK Capital Management (Colorado) Denver, Colorado	$27.8M	-$6.51M	3	6.48%	Reduced
395	RHBC R.H. Bluestein & Co Birmingham, Michigan	$27.8M	+$1.4M	4	1.52%	Increased
396	LIA LS Investment Advisors Bloomfield Hills, Michigan	$27.8M	-$595K	12	1.65%	Reduced
397	GH GAM Holding Zurich, Switzerland	$27.7M	-$43.8M	3	1.17%	Reduced
398	Palisade Capital Management Fort Lee, New Jersey	$27.6M	+$592K	3	0.98%	Increased
399	Amalgamated Bank New York	$26.9M	+$328K	10	0.84%	Increased
400	Voloridge Investment Management Jupiter, Florida	$26.9M	+$23.5M	3	0.6%	Increased