← 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
751	RIL Rothschild Investment LLC Chicago, Illinois	$34.2M	+$8.63M	27	1.28%	Increased
752	KCMH Keywise Capital Management (HK) Hong Kong	$34.2M	-$3.68M	1	4.66%	Reduced
753	Achmea Investment Management Zeist, Netherlands	$34.1M	-$2.84M	1	0.85%	Reduced
754	Badgley Phelps Wealth Managers Seattle, Washington	$33.9M	-$337K	5	0.59%	Reduced
755	BL BWCP LP Dallas, Texas	$33.9M	+$29.3M	1	4.85%	New
756	TCM Topline Capital Management Santa Monica, California	$33.9M	-$18.3M	2	8.79%	Reduced
757	IFP Advisors Tampa, Florida	$33.7M	+$771K	31	0.61%	Increased
758	ACB Aristotle Capital Boston Boston, Massachusetts	$33.7M	-$3.29M	2	2.26%	Reduced
759	ATC Argent Trust Co Nashville, Tennessee	$33.5M	+$798K	6	0.97%	Increased
760	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$33.4M	-$1.67M	1	4.4%	Reduced
761	ST Sentinel Trust Houston, Texas	$33.3M	-$1.36M	2	2.95%	Reduced
762	Principal Securities Des Moines, Iowa	$33.3M	-$2.29M	9	0.4%	Reduced
763	VA VestGen Advisors Inverness, Illinois	$33.2M	-$3.02M	8	0.97%	Reduced
764	Global Retirement Partners San Rafael, California	$33.1M	+$34.1M	27	0.51%	New
765	SCA Stillwater Capital Advisors Devon, Pennsylvania	$33M	-$172K	2	3.37%	Reduced
766	JGC J. Goldman & Co New York	$33M	+$30.2M	2	0.85%	Increased
767	GGI Godsey & Gibb Inc Richmond, Virginia	$32.9M	-$381K	4	2.7%	Reduced
768	WHGAM Wealth High Governance Asset Management Sao Paulo,	$32.9M	+$6.17M	1	3.5%	Increased
769	CC Congruence Capital Los Angeles, California	$32.8M	+$29.8M	2	8.58%	Increased
770	Capital Investment Advisors Atlanta, Georgia	$32.8M	-$193K	5	0.43%	Reduced
771	KCM Kanawha Capital Management Richmond, Virginia	$32.8M	+$137K	2	2.13%	Increased
772	Sterling Capital Management Charlotte, North Carolina	$32.7M	+$732K	27	0.56%	Increased
773	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$32.5M	+$6.6M	11	1.73%	Increased
774	Envestnet Portfolio Solutions Chicago, Illinois	$32.5M	+$1.28M	10	0.16%	Increased
775	Douglas Lane & Associates New York	$32.4M	-$1.37M	2	0.44%	Reduced