← 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	Palisade Capital Management Fort Lee, New Jersey	$31.2M	-$153K	3	1.05%	Reduced
402	Crossmark Global Holdings Houston, Texas	$31.1M	+$4.85M	12	0.75%	Increased
403	OC Oakmont Corp Los Angeles, California	$31.1M	-$24.8M	2	4.58%	Reduced
404	Madison Investment Holdings Madison, Wisconsin	$31M	-$8.99M	2	0.53%	Reduced
405	NN Investment Partners Holdings The Hague, Netherlands	$30.9M	-$3.19M	1	0.22%	Reduced
406	GH GAM Holding Zurich, Switzerland	$30.6M	+$920K	6	0.94%	Increased
407	Select Equity Group New York	$30.3M	-$68.5M	2	0.24%	Reduced
408	Stephens Investment Management Group Houston, Texas	$30.2M	+$5.12M	2	0.69%	Increased
409	CIC Canal Insurance Company Greenville, South Carolina	$30.2M	-$687K	4	10.75%	Reduced
410	WBC Westpac Banking Corp Sydney, Australia	$30.2M	-$2M	4	0.69%	Reduced
411	RHBC R.H. Bluestein & Co Birmingham, Michigan	$30.1M	+$2.45M	4	1.56%	Increased
412	Chartwell Investment Partners Berywn, Pennsylvania	$30M	-$1.1M	3	1.02%	Reduced
413	FCM Flinton Capital Management Philadelphia, Pennsylvania	$30M	-$2.52M	6	1.02%	Reduced
414	FCM Freshford Capital Management Rye Brook, New York	$29.7M	+$1.1M	1	5.48%	Increased
415	Jericho Capital Asset Management New York	$29.7M	+$27.5M	1	1.55%	New
416	CCP Clough Capital Partners Boston, Massachusetts	$29.5M	-$7.06M	1	2.45%	Reduced
417	NPA Nichols & Pratt Advisers Boston, Massachusetts	$29.3M	+$19.9K	1	2.54%	Increased
418	Carnegie Investment Counsel Pepper Pike, Ohio	$29M	+$421K	3	2.57%	Increased
419	JIR James Investment Research Alpha, Ohio	$28.7M	-$1.76M	5	0.98%	Reduced
420	LIA LS Investment Advisors Bloomfield Hills, Michigan	$28.6M	-$1.19M	12	1.67%	Reduced
421	Partners Capital Investment Group Boston, Massachusetts	$28.5M	+$2.7M	1	4.6%	Increased
422	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$28.3M	-$1.79M	2	2.06%	Reduced
423	ANI American National Insurance Galveston, Texas	$28.3M	$0	2	1.42%	Maintained
424	PineBridge Investments New York	$28.1M	+$16.8M	7	0.72%	Increased
425	Ladenburg Thalmann Financial Services Miami, Florida	$28M	+$1.35M	18	0.27%	Increased