← 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
401	USS Investment Management London, United Kingdom	$26.3M	-$4.11M	2	0.25%	Reduced
402	William Blair & Company Chicago, Illinois	$26.3M	+$1.81M	5	0.2%	Increased
403	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$26.2M	-$3.16M	1	0.54%	Reduced
404	FMW Farr Miller & Washington Washington, District of Columbia	$26.1M	+$171K	1	2.55%	Increased
405	MLL Moody Lynn & Lieberson Boston, Massachusetts	$26.1M	-$3.17M	5	3.43%	Reduced
406	FP Foundry Partners Minneapolis, Minnesota	$25.9M	-$12.9M	4	1.06%	Reduced
407	CC Cadinha & Co Honolulu, Hawaii	$25.6M	-$615K	3	4.47%	Reduced
408	Amalgamated Bank New York	$25.6M	+$8.62M	10	0.84%	Increased
409	NAM North American Management Boston, Massachusetts	$25.5M	-$1M	1	4.12%	Reduced
410	Wilmington Savings Fund Society Wilmington, Delaware	$25.4M	-$236K	4	1.51%	Reduced
411	Sit Investment Associates Minneapolis, Minnesota	$25.3M	+$703K	4	0.62%	Increased
412	ANI American National Insurance Galveston, Texas	$25.2M	$0	2	1.38%	Maintained
413	RHBC R.H. Bluestein & Co Birmingham, Michigan	$25.2M	+$22.5M	4	1.46%	Increased
414	Ladenburg Thalmann Financial Services Miami, Florida	$24.8M	+$663K	16	0.29%	Increased
415	MN Services Vermogensbeheer The Hague, Netherlands	$24.5M	+$20M	3	0.67%	Increased
416	Advisor Group Phoenix, Arizona	$24.3M	+$1.83M	15	0.43%	Increased
417	Pinnacle Associates New York	$24.2M	-$597K	4	0.46%	Reduced
418	Nicholas Company Milwaukee, Wisconsin	$24.1M	+$2.75K	1	0.54%	Increased
419	TimesSquare Capital Management New York	$24.1M	-$5.58M	1	0.16%	Reduced
420	CBT Capital Bank & Trust Irvine, California	$24M	+$23.4M	4	0.32%	New
421	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$24M	+$1.14M	5	0.24%	Increased
422	Chartwell Investment Partners Berywn, Pennsylvania	$23.7M	-$1.13M	3	0.89%	Reduced
423	Guinness Asset Management London, United Kingdom	$23.5M	+$2.4M	2	4.97%	Increased
424	GAI General American Investors New York	$23.2M	$0	1	2.35%	Maintained
425	Carnegie Investment Counsel Pepper Pike, Ohio	$23.2M	-$1.17M	3	2.82%	Reduced