← 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	SCM SKBA Capital Management San Francisco, California	$20.1M	+$4.04M	1	1.96%	Increased
427	DnB Asset Management Oslo, Norway	$20M	+$3.78M	2	0.42%	Increased
428	BDCM Black Diamond Capital Management Stamford, Connecticut	$20M	$0	1	23.19%	Maintained
429	New Mexico Educational Retirement Board Santa Fe, New Mexico	$19.9M	+$804K	4	0.89%	Increased
430	Daiwa Securities Group Tokyo, Japan	$19.8M	+$4.92M	5	0.12%	Increased
431	Cohen & Steers New York	$19.6M	-$139K	2	0.05%	Reduced
432	Chartwell Investment Partners Berywn, Pennsylvania	$19.5M	+$5.7M	3	0.35%	Increased
433	PCM Polaris Capital Management Boston, Massachusetts	$19.5M	+$83.6K	1	1.7%	Increased
434	Candriam SCA Strassen, Luxembourg, Luxembourg	$19.5M	+$11.9M	2	0.51%	Increased
435	Virtu KCG Holdings New York	$19.5M	+$13.7M	10	0.41%	Increased
436	SH SeaTown Holdings Singapore	$19.5M	+$19.3M	1	6.02%	New
437	SCM Sandler Capital Management New York	$19.2M	+$8.27M	2	2.53%	Increased
438	Heritage Investors Management Corp Bethesda, Maryland	$19.2M	+$233K	1	1.45%	Increased
439	Picton Mahoney Asset Management Toronto, Ontario, Canada	$18.9M	-$758K	2	1.17%	Reduced
440	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$18.9M	-$502K	4	0.22%	Reduced
441	VanEck Associates New York	$18.8M	+$17.5M	3	0.1%	Increased
442	LPU Lansdowne Partners (UK) London, United Kingdom	$18.7M	+$10.5M	1	0.17%	Increased
443	Bank of Nova Scotia Toronto, Ontario, Canada	$18.5M	+$6.98M	5	0.11%	Increased
444	CIA CCM Investment Advisers Columbia, South Carolina	$18.3M	-$2.33M	1	1.7%	Reduced
445	CAM Cortina Asset Management Milwaukee, Wisconsin	$18.2M	+$3.1M	1	0.83%	Increased
446	CIBC Asset Management Toronto, Ontario, Canada	$18.1M	-$25.4K	5	0.14%	Reduced
447	UMA USA Mutuals Advisors Dallas, Texas	$18.1M	-$2.1M	4	10.21%	Reduced
448	Country Trust Bank Bloomington, Illinois	$18.1M	+$133K	2	0.97%	Increased
449	CAM Capstone Asset Management Houston, Texas	$18.1M	-$400K	12	0.54%	Reduced
450	Colony Group Boston, Massachusetts	$18M	-$787K	2	1.98%	Reduced