← 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	Farr Miller & Washington Washington, District of Columbia	$28M	+$185K	1	2.5%	Increased
427	Torray Investment Partners Bethesda, Maryland	$27.8M	-$2.19M	2	2.75%	Reduced
428	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$27.5M	+$258K	5	0.27%	Increased
429	Arvest Bank Trust Division Dewey, Oklahoma	$27.2M	-$792K	2	1.9%	Reduced
430	NC Nitorum Capital New York	$27M	+$6.16M	1	3.21%	Increased
431	Wolverine Trading Chicago, Illinois	$26.8M	+$15.2M	7	0.1%	Increased
432	FQ First Quadrant Glendale, California	$26.6M	+$5.55M	6	0.5%	Increased
433	LHC Lodge Hill Capital New York	$26.4M	+$26.6M	1	2.88%	New
434	NAM North American Management Boston, Massachusetts	$26.4M	-$388K	1	4.03%	Reduced
435	CF Cypress Funds Los Angeles, California	$26.1M	$0	1	4.51%	Maintained
436	B BP London, United Kingdom	$26M	-$306K	4	0.92%	Reduced
437	Pinnacle Associates New York	$25.9M	-$406K	4	0.5%	Reduced
438	South Dakota Investment Council Sioux Falls, South Dakota	$25.8M	-$5.38M	7	0.57%	Reduced
439	Empire Life Investments Toronto, Ontario, Canada	$25.7M	+$727K	2	1.98%	Increased
440	Manning & Napier Group Fairport, New York	$25.7M	+$25.8M	2	0.23%	New
441	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$25.4M	-$2.14M	2	4.83%	Reduced
442	CIBC Asset Management Toronto, Ontario, Canada	$25.4M	+$2.1M	7	0.16%	Increased
443	Wilmington Savings Fund Society Wilmington, Delaware	$25.3M	+$182K	4	1.38%	Increased
444	New Mexico Educational Retirement Board Santa Fe, New Mexico	$25.2M	+$4.36M	7	0.95%	Increased
445	HI Honeywell International Charlotte, North Carolina	$25.1M	$0	1	0.83%	Maintained
446	Clifford Swan Investment Counsel Pasadena, California	$25M	+$1.8M	2	1.36%	Increased
447	Securian Asset Management St Paul, Minnesota	$24.5M	-$71.8K	7	0.6%	Reduced
448	MLIM Mountain Lake Investment Management Boca Raton, Florida	$24.3M	$0	1	8.71%	Maintained
449	Guinness Asset Management London, United Kingdom	$24.3M	$0	2	5.11%	Maintained
450	RegentAtlantic Capital Morristown, New Jersey	$24.3M	-$357K	5	1.99%	Reduced