← 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
801	VG Visualize Group New York	$30.9M	$0	1	10.65%	Maintained
802	AP Archon Partners Princeton Junction, New Jersey	$30.8M	$0	2	3.29%	Maintained
803	TCM Traynor Capital Management Malvern, Pennsylvania	$30.8M	+$1.67M	5	1.42%	Increased
804	Vestcor Inc Fredericton, New Brunswick, Canada	$30.8M	+$2.59M	9	0.76%	Increased
805	Tower Research Capital (TRC) New York	$30.8M	-$316K	36	0.75%	Reduced
806	Evergreen Capital Management Bellevue, Washington	$30.8M	-$4.45M	15	0.54%	Reduced
807	CC Cadinha & Co Honolulu, Hawaii	$30.7M	+$1M	5	4.54%	Increased
808	SCM SKBA Capital Management San Francisco, California	$30.6M	-$6.35M	2	5.06%	Reduced
809	Leonteq Securities AG Zurich, Switzerland	$30.5M	+$10.2M	22	1.05%	Increased
810	CP CenterBook Partners Greenwich, Connecticut	$30.5M	+$31.6M	7	1.5%	Increased
811	Fideuram Asset Management (Ireland) Dublin 1,	$30.3M	+$7.04M	8	0.57%	Increased
812	Profund Advisors Bethesda, Maryland	$30.1M	+$2.2M	13	0.83%	Increased
813	CL CVFG LLC Shelbyville, Indiana	$29.8M	-$1.97M	6	3.13%	Reduced
814	B. Metzler seel. Sohn & Co Frankfurt, Germany	$29.7M	+$119K	7	0.26%	Increased
815	Storebrand Asset Management Lysaker, Norway	$29.6M	+$14.7M	2	0.07%	Increased
816	JWM JGP Wealth Management Bend, Oregon	$29.6M	+$719K	4	2.66%	Increased
817	Baillie Gifford & Co Edinburgh, United Kingdom	$29.6M	+$5.72M	4	0.03%	Increased
818	Ashton Thomas Private Wealth Scottsdale, Arizona	$29.6M	-$2.27M	9	0.62%	Reduced
819	TCOV Trust Company of Vermont Brattleboro, Vermont	$29.6M	+$28.7M	9	1.1%	New
820	LTI Laffer Tengler Investments Nashville, Tennessee	$29.5M	+$326K	5	3.78%	Increased
821	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$29.5M	+$33.7M	2	1.21%	New
822	Meridian Wealth Management Lexington, Kentucky	$29.5M	-$4.49M	8	0.91%	Reduced
823	SCS Capital Management Boston, Massachusetts	$29.4M	+$5.37M	5	0.28%	Increased
824	WC Woodstock Corp Boston, Massachusetts	$29.4M	-$325K	2	2.44%	Reduced
825	Glenview Trust Louisville, Kentucky	$29.4M	+$441K	5	0.41%	Increased