← 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	PAM Palisade Asset Management Minneapolis, Minnesota	$21M	+$253K	2	4.13%	Increased
452	Cohen & Steers New York	$21M	+$2.35M	3	0.06%	Increased
453	CONA Capital One National Association New York	$20.9M	-$72K	5	1.52%	Reduced
454	Central Trust Company Jefferson City, Missouri	$20.9M	-$555K	5	1.38%	Reduced
455	WAM World Asset Management Detroit, Michigan	$20.9M	-$2.85M	9	0.72%	Reduced
456	CDH Charles D. Hyman	$20.8M	+$1.65M	4	2.66%	Increased
457	FQ First Quadrant Glendale, California	$20.8M	-$3.27M	6	0.42%	Reduced
458	SAM Strategy Asset Managers Pasadena, California	$20.8M	-$1.09M	4	4.27%	Reduced
459	ACM Alta Capital Management Salt Lake City, Utah	$20.7M	-$5.76M	1	1.4%	Reduced
460	Needham Investment Management New York	$20.6M	-$544K	2	5.48%	Reduced
461	MIM Martin Investment Management Palm Beach Gardens, Florida	$20.5M	-$67.2K	2	5.79%	Reduced
462	SST S Squared Technology New York	$20.5M	-$2.53M	1	17.54%	Reduced
463	TCOV Trust Company of Vermont Brattleboro, Vermont	$20.5M	+$530K	4	2.1%	Increased
464	BAM Barrett Asset Management New York	$20.4M	-$15.4K	2	1.55%	Reduced
465	EMG ETF Managers Group Summit, New Jersey	$20.2M	+$18.5M	7	1.71%	New
466	Balyasny Asset Management Chicago, Illinois	$20.1M	-$72.6M	4	0.08%	Reduced
467	Partners Capital Investment Group Boston, Massachusetts	$19.9M	+$3.28M	1	3.82%	Increased
468	AWM Ashmore Wealth Management Wilmington, Delaware	$19.9M	-$771K	1	1.11%	Reduced
469	DIA Denver Investment Advisors Denver, Colorado	$19.9M	+$4.48M	3	0.88%	Increased
470	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$19.7M	+$1.63M	2	0.15%	Increased
471	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$19.5M	+$195K	12	0.97%	Increased
472	Salem Investment Counselors Winston Salem, North Carolina	$19.4M	+$679K	4	2.25%	Increased
473	ArrowMark Colorado Holdings Denver, Colorado	$19.2M	$0	1	0.24%	Maintained
474	MAA Matrix Asset Advisors White Plains, New York	$19.1M	+$32.6K	1	3.28%	Increased
475	AIP ARS Investment Partners New York	$19.1M	+$1.04M	3	2.64%	Increased