← 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
776
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
$32.3M +$24.1M 3 2.93% Increased
777
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$32.3M -$636K 2 0.99% Reduced
778
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.2M -$31.2M 1 1.21% Reduced
779
BFSG LLC
BFSG LLC
California
$32.2M -$3.14M 7 2.85% Reduced
780
Meyer Handelman Company
Meyer Handelman Company
New York
$32.1M -$523K 1 0.91% Reduced
781
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$32.1M -$1.01M 10 0.32% Reduced
782
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$32M +$671K 3 0.9% Increased
783
TCTC Holdings
TCTC Holdings
Texas
$32M +$6.58M 2 0.84% Increased
784
Liberty One Investment Management
Liberty One Investment Management
Illinois
$32M +$786K 4 3.2% Increased
785
WesBanco Bank
WesBanco Bank
West Virginia
$31.9M -$4.68M 5 0.79% Reduced
786
Harvest Fund Management
Harvest Fund Management
China
$31.9M -$947K 10 1.06% Reduced
787
Harding Loevner
Harding Loevner
New Jersey
$31.6M -$10.6M 1 0.3% Reduced
788
Simplicity Wealth
Simplicity Wealth
New Jersey
$31.4M +$22.2M 6 1.06% Increased
789
Patten & Patten
Patten & Patten
Tennessee
$31.4M +$22.6K 5 1.66% Increased
790
RMA
Roffman Miller Associates
Pennsylvania
$31.3M +$351K 1 1.64% Increased
791
RCM
Rings Capital Management
Illinois
$31.3M $0 1 15.93% Maintained
792
Novare Capital Management
Novare Capital Management
North Carolina
$31.3M +$154K 3 2.22% Increased
793
GFI
Global Frontier Investments
South Carolina
$31.3M -$320M 1 5.39% Reduced
794
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$31.2M -$402K 4 0.85% Reduced
795
HP
Holowesko Partners
Bahamas
$31.1M +$6M 3 7.89% Increased
796
Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel
British Columbia, Canada
$31.1M -$71.5K 1 2.37% Reduced
797
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$31.1M +$2.43M 7 0.35% Increased
798
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31.1M +$22M 3 0.67% Increased
799
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$31.1M -$16.5M 1 1.27% Reduced
800
CK
Cohen Klingenstein
New York
$31.1M $0 2 0.89% Maintained