← 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
526	Curi RMB Capital Chicago, Illinois	$15.6M	+$12.7M	5	0.45%	Increased
527	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$15.5M	+$15M	1	0.9%	New
528	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$15.5M	+$627K	1	1.57%	Increased
529	BAC Boys Arnold & Co Asheville, North Carolina	$15.5M	-$138K	2	2%	Reduced
530	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$15.5M	+$6.28M	4	0.76%	Increased
531	SCM SG Capital Management Chicago, Illinois	$15.5M	-$334K	1	2.74%	Reduced
532	KCM Kanawha Capital Management Richmond, Virginia	$15.4M	-$126K	1	2.4%	Reduced
533	TCP ThornTree Capital Partners Boston, Massachusetts	$15.3M	+$2.78M	1	7.19%	Increased
534	William Blair Investment Management Chicago, Illinois	$15.2M	+$1.35M	1	0.06%	Increased
535	MI Markston International White Plains, New York	$15.2M	-$266K	2	1.48%	Reduced
536	Raymond James Trust St. Petersburg, Florida	$15.1M	-$1.27M	4	1.13%	Reduced
537	MCM Murphy Capital Management Bedminster, New Jersey	$15.1M	-$186K	3	2.22%	Reduced
538	Great Lakes Advisors Chicago, Illinois	$15.1M	-$3.97M	5	0.37%	Reduced
539	Driehaus Capital Management Chicago, Illinois	$15M	-$11.3M	4	0.55%	Reduced
540	SCM Sandler Capital Management New York	$14.9M	-$21.9M	2	1.62%	Reduced
541	RCM Riverhead Capital Management Wilmington, Delaware	$14.9M	-$1.44M	10	0.74%	Reduced
542	RCYC Richard C. Young & Co Newport, Rhode Island	$14.9M	+$519K	2	2.92%	Increased
543	SAM Steinberg Asset Management New York	$14.9M	+$361K	1	5.45%	Increased
544	MAP Managed Asset Portfolios Rochester, Michigan	$14.9M	-$825K	1	4.9%	Reduced
545	HHC Hutchin Hill Capital New York	$14.8M	+$5.73M	8	0.5%	Increased
546	Sentry Investments Toronto, Ontario, Canada	$14.8M	+$964K	1	0.11%	Increased
547	DY Dowling & Yahnke San Diego, California	$14.8M	-$45.9K	4	1.56%	Reduced
548	NCM Narwhal Capital Management Marietta, Georgia	$14.8M	-$273K	3	3.83%	Reduced
549	Artemis Investment Management Edinburgh, United Kingdom	$14.7M	-$4.01M	2	0.36%	Reduced
550	Candriam SCA Strassen, Luxembourg, Luxembourg	$14.6M	-$3M	2	0.27%	Reduced