← 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
451
Becker Capital Management
Becker Capital Management
Oregon
$93.9M -$806K 3 2.52% Reduced
452
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$93.2M +$14.6M 5 2.06% Increased
453
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$93.1M -$2.27M 11 0.51% Reduced
454
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$92.7M +$2.76M 8 1.31% Increased
455
Voleon Capital Management
Voleon Capital Management
California
$92.6M +$8.44M 10 1.69% Increased
456
R.M. Davis Inc
R.M. Davis Inc
Maine
$91.7M -$653K 4 1.45% Reduced
457
Welch Group
Welch Group
Alabama
$91.5M -$189K 6 3.13% Reduced
458
Hancock Whitney
Hancock Whitney
Mississippi
$91.1M +$11.9M 6 1.52% Increased
459
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$90.9M +$83.2M 4 1.17% Increased
460
Yousif Capital Management
Yousif Capital Management
Michigan
$90.9M -$7.39M 12 1.02% Reduced
461
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$90.2M -$99.9M 5 1.59% Reduced
462
CCP
Clough Capital Partners
Massachusetts
$90.1M +$21.8M 4 7.33% Increased
463
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$90M -$13.7M 2 0.96% Reduced
464
WhitTier Trust Company
WhitTier Trust Company
Nevada
$89.6M -$232K 11 1.68% Reduced
465
DC
Dendur Capital
New York
$89.6M -$28.4M 1 4.7% Reduced
466
Kinetic Partners Management
Kinetic Partners Management
Florida
$89M +$13.4M 1 2.13% Increased
467
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$88.8M -$105M 6 0.39% Reduced
468
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$88.7M +$23.7M 10 0.81% Increased
469
RIM
Rovida Investment Management
Cayman Islands
$88.5M $0 1 6.03% Maintained
470
Equitable Holdings
Equitable Holdings
New York
$88.4M -$557K 16 0.53% Reduced
471
DSAM
Dock Street Asset Management
Florida
$88M +$1.25M 1 8.13% Increased
472
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$87.2M +$84.6M 1 0.03% Increased
473
Frontier Capital Management
Frontier Capital Management
Massachusetts
$87.2M -$13.2M 4 0.81% Reduced
474
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$87.1M +$21.6M 19 0.57% Increased
475
Summit Trail Advisors
Summit Trail Advisors
New York
$85.8M -$852K 15 1.08% Reduced