← 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
601
RCM
Rivermont Capital Management
New York
$54.1M +$10.4M 1 7.68% Increased
602
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$53.5M -$1.2M 6 1.05% Reduced
603
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$53.3M -$505K 4 2.18% Reduced
604
ET
Entropy Technologies
New York
$53.1M +$12.3M 9 2.11% Increased
605
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$53M -$13.7M 10 0.53% Reduced
606
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$53M +$35.4M 8 1% Increased
607
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$52.9M -$98.7M 1 0.19% Reduced
608
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$52.7M -$863K 4 1.46% Reduced
609
DC
Defender Capital
North Carolina
$52.6M +$4.29M 2 17.07% Increased
610
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$52.4M +$134K 7 1.28% Increased
611
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$52.2M +$3.48M 10 1.31% Increased
612
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$51.7M -$6.14M 10 0.65% Reduced
613
First Financial Bankshares
First Financial Bankshares
Texas
$51.5M +$721K 4 0.96% Increased
614
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$50.8M -$2.69M 4 1.21% Reduced
615
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$50.7M -$571K 12 0.77% Reduced
616
Epoch Investment Partners
Epoch Investment Partners
New York
$50.6M +$2.81M 2 0.29% Increased
617
Perpetual Ltd
Perpetual Ltd
Australia
$50.5M +$52M 4 0.72% Increased
618
IEFM
IQ EQ Fund Management
Ireland
$50.3M +$5.37M 8 3.21% Increased
619
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$50.3M -$4.36M 9 1.16% Reduced
620
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$50.1M +$1.69M 9 0.61% Increased
621
Country Trust Bank
Country Trust Bank
Illinois
$50M +$10.1M 5 0.88% Increased
622
UMB Bank
UMB Bank
Missouri
$49.5M +$2.71M 16 0.63% Increased
623
GAI
General American Investors
New York
$49.5M +$1.83M 2 2.93% Increased
624
SoFi Wealth
SoFi Wealth
California
$49.2M +$5.29M 1 1.98% Increased
625
NCM
Narwhal Capital Management
Georgia
$49M -$419K 4 3.38% Reduced