← 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	Alpha Cubed Investments Irvine, California	$12.4M	+$23.8K	2	2.13%	Increased
602	SCA Stillwater Capital Advisors Devon, Pennsylvania	$12.4M	+$185K	1	3.14%	Increased
603	RFA Reilly Financial Advisors La Mesa, California	$12.3M	-$276K	5	1.89%	Reduced
604	RT Rockland Trust Hanover, Massachusetts	$12.2M	-$236K	2	1.91%	Reduced
605	EIA Edgemoor Investment Advisors Bethesda, Maryland	$12.2M	+$587K	2	1.67%	Increased
606	PAM Private Asset Management San Diego, California	$12.2M	-$384K	1	1.97%	Reduced
607	CTA Chesley Taft & Associates Chicago, Illinois	$12.1M	+$128K	3	1.1%	Increased
608	BOTW Bank of the West Monterey Park, California	$12.1M	+$348K	3	1.56%	Increased
609	AMI Amica Mutual Insurance Providence, Rhode Island	$12.1M	-$2.63M	4	1.11%	Reduced
610	Peregrine Capital Management Minneapolis, Minnesota	$12.1M	+$197K	1	0.3%	Increased
611	SCCM Schafer Cullen Capital Management New York	$12M	-$327K	3	0.15%	Reduced
612	AL Airain Ltd St. Peter Port, Guernsey	$12M	-$5.38M	7	0.53%	Reduced
613	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$11.9M	+$964K	6	0.1%	Increased
614	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.9M	-$314K	1	1.37%	Reduced
615	CA Cullinan Associates Louisville, Kentucky	$11.9M	-$5.22M	3	0.93%	Reduced
616	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$11.9M	-$305K	2	2.44%	Reduced
617	MC Middleton & Co Boston, Massachusetts	$11.8M	-$637K	2	2.52%	Reduced
618	WC Woodstock Corp Boston, Massachusetts	$11.8M	+$213K	2	2.32%	Increased
619	Park National Corp Newark, Ohio	$11.8M	+$558K	4	0.7%	Increased
620	PTC Private Trust Company Cleveland, Ohio	$11.8M	+$515K	4	2.57%	Increased
621	Azimuth Capital Management Bloomfield Hills, Michigan	$11.8M	-$356K	2	0.93%	Reduced
622	GW & Wade Wellesley, Massachusetts	$11.7M	+$160K	2	1.48%	Increased
623	YIA YHB Investment Advisors West Hartford, Connecticut	$11.7M	+$31.7K	2	2.01%	Increased
624	EI EAM Investors Solana Beach, California	$11.6M	-$3.9M	5	1.91%	Reduced
625	PP Palladium Partners Norfolk, Virginia	$11.6M	-$405K	4	0.91%	Reduced