← 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
426	MC Maplelane Capital New York	$106M	+$91.3M	1	1.92%	New
427	PCM Palestra Capital Management New York	$105M	+$90.7M	1	3.57%	New
428	Exchange Traded Concepts Oklahoma City, Oklahoma	$105M	-$12.4M	15	0.48%	Reduced
429	US UNICOM Systems Las Vegas, Nevada	$104M	+$5.1M	2	6.77%	Increased
430	GIA GHP Investment Advisors Denver, Colorado	$103M	-$838K	10	3.77%	Reduced
431	Covea Finance Paris, France	$103M	+$13.6M	3	3.24%	Increased
432	Advisors Capital Management Ridgewood, New Jersey	$102M	+$154K	9	1.08%	Increased
433	Hancock Prospecting West Perth, Australia	$102M	+$42.1M	3	1.78%	Increased
434	LDB Lee, Danner & Bass Nashville, Tennessee	$101M	-$844K	6	5.83%	Reduced
435	Westwood Holdings Group Dallas, Texas	$101M	-$41.8M	7	0.76%	Reduced
436	River Road Asset Management Louisville, Kentucky	$101M	+$35M	1	1.12%	Increased
437	Ossiam Paris, France	$100M	+$28.9M	5	1.33%	Increased
438	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$99.9M	+$8.4M	7	0.64%	Increased
439	Martingale Asset Management Boston, Massachusetts	$98.2M	-$3.3M	8	2.33%	Reduced
440	Rakuten Investment Management Tokyo, Japan	$96.9M	+$13.1M	4	0.28%	Increased
441	SM Senvest Management New York	$96.8M	-$21.3M	2	2.84%	Reduced
442	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$95.6M	-$3.93M	6	6.14%	Reduced
443	Savant Capital Rockford, Illinois	$95.4M	+$57.6M	11	0.28%	Increased
444	GW&K Investment Management Boston, Massachusetts	$95.3M	-$15M	10	0.74%	Reduced
445	Jain Global New York	$95.3M	-$33.3M	14	0.37%	Reduced
446	Third Point New York	$94.4M	+$81.5M	1	2.02%	New
447	KBC Group Brussels, Belgium	$94.1M	-$29.5M	15	0.2%	Reduced
448	NTCM Nut Tree Capital Management New York	$94.1M	+$69.4M	1	22.46%	New
449	GCM Gladstone Capital Management London, United Kingdom	$94.1M	-$33.2M	1	9.31%	Reduced
450	OneDigital Investment Advisors Overland Park, Kansas	$94M	+$17.3M	13	0.79%	Increased