← 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	PP Paloma Partners Greenwich, Connecticut	$18M	-$356K	8	0.2%	Reduced
452	Birch Hill Investment Advisors Boston, Massachusetts	$18M	+$145K	1	1.77%	Increased
453	SAM Securian Asset Management St Paul, Minnesota	$18M	+$400K	7	0.5%	Increased
454	LIC Lodestar Investment Counsel Chicago, Illinois	$17.9M	+$512K	1	2.55%	Increased
455	Barings Charlotte, North Carolina	$17.9M	+$500K	6	0.46%	Increased
456	Freestone Capital Holdings Seattle, Washington	$17.7M	+$607K	2	1.73%	Increased
457	MCM McKinley Capital Management Anchorage, Alaska	$17.6M	-$12.6M	2	0.85%	Reduced
458	WAM World Asset Management Detroit, Michigan	$17.5M	+$103K	5	0.67%	Increased
459	PCM Penn Capital Management Philadelphia, Pennsylvania	$17.5M	+$12.3M	2	1%	Increased
460	Squarepoint New York	$17.5M	-$9.22M	5	1.09%	Reduced
461	GIP Granite Investment Partners El Segundo, California	$17.5M	+$2.36M	2	1.38%	Increased
462	CONA Capital One National Association New York	$17.4M	+$2.36M	5	1.43%	Increased
463	NAM Netols Asset Management Mequon, Wisconsin	$17.4M	-$686K	2	3.93%	Reduced
464	Clifford Swan Investment Counsel Pasadena, California	$17.3M	-$7.1K	2	1.2%	Reduced
465	Clark Capital Management Group Philadelphia, Pennsylvania	$17.2M	-$6.19M	2	1.12%	Reduced
466	LG Leuthold Group Minneapolis, Minnesota	$17.2M	+$4.8M	3	1.82%	Increased
467	CP Cumberland Partners Toronto, Ontario, Canada	$17.2M	+$5.75M	1	2.43%	Increased
468	CC Cognios Capital Leawood, Kansas	$17M	+$7.04M	2	5.42%	Increased
469	SAM Steinberg Asset Management New York	$17M	-$4.87M	1	4.44%	Reduced
470	Manning & Napier Advisors Fairport, New York	$16.9M	+$722K	2	0.1%	Increased
471	BlueCrest Capital Management St Helier, Jersey	$16.8M	-$2.49M	4	0.7%	Reduced
472	DC Deere & Company Moline, Illinois	$16.7M	-$1.87M	5	0.9%	Reduced
473	PAM Palisade Asset Management Minneapolis, Minnesota	$16.6M	-$115K	2	3.14%	Reduced
474	CC Cadinha & Co Honolulu, Hawaii	$16.6M	+$423K	3	3.55%	Increased
475	Livforsakringsbolaget Skandia Stockholm, Sweden	$16.5M	-$254K	4	0.73%	Reduced