← 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
626	Meitav Investment House Bene-Beraq, Israel	$48.9M	-$279M	4	0.33%	Reduced
627	Wedbush Securities Los Angeles, California	$48.8M	+$13.9K	15	1.26%	Increased
628	Cary Street Partners Richmond, Virginia	$48.6M	+$3.15M	8	1.06%	Increased
629	Vise Technologies New York	$48.4M	+$19.2M	15	0.55%	Increased
630	Atria Investments Charlotte, North Carolina	$48.2M	-$17.5M	11	0.48%	Reduced
631	VCAM Van Cleef Asset Management Beachwood, Ohio	$48.2M	-$1.4M	3	4.92%	Reduced
632	Andra AP-fonden Goteborg, Sweden	$47.9M	-$1.19M	2	0.55%	Reduced
633	Perigon Wealth Management San Francisco, California	$47.8M	-$3.62M	10	0.75%	Reduced
634	Maryland State Retirement & Pension System Baltimore, Maryland	$47.7M	+$5.55M	13	0.82%	Increased
635	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$47.5M	+$4.51M	13	1.36%	Increased
636	Kentucky Retirement Systems Frankfort, Kentucky	$47.4M	+$14.6M	6	1.18%	Increased
637	Venture Visionary Partners Sylvania, Ohio	$47.4M	+$3.86M	8	1.32%	Increased
638	Clifford Swan Investment Counsel Pasadena, California	$47.2M	-$2.02M	3	1.51%	Reduced
639	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$47M	-$632K	4	2.38%	Reduced
640	SIG Sargent Investment Group Bethesda, Maryland	$47M	-$4.24M	4	5.65%	Reduced
641	RWA Wealth Partners Newton, Massachusetts	$46.9M	+$1.08M	5	0.45%	Increased
642	Callan Family Office Radnor, Pennsylvania	$46.9M	-$229K	11	0.92%	Reduced
643	SC Styrax Capital New York	$46.8M	+$40.3M	1	3.08%	New
644	CS Central Securities New York	$46.7M	$0	1	3.48%	Maintained
645	MGO One Seven Beachwood, Ohio	$46.3M	+$4.46M	12	0.77%	Increased
646	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$46.2M	-$1.81M	2	3.43%	Reduced
647	TAM Telemark Asset Management Boston, Massachusetts	$45.9M	+$15.8M	2	3.32%	Increased
648	Quantbot Technologies New York	$45.9M	+$7.84M	18	1.81%	Increased
649	NPIC Neumeier Poma Investment Counsel Carmel, California	$45.7M	-$41.2M	1	3.13%	Reduced
650	Group One Trading Chicago, Illinois	$45.6M	+$4.83M	22	0.06%	Increased