← 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
1351	1WA 180 Wealth Advisors Federal Way, Washington	$12.1M	+$179K	8	1.21%	Increased
1352	IIM Ironwood Investment Management Boston, Massachusetts	$12.1M	-$447K	3	4.17%	Reduced
1353	Polen Capital Management Boca Raton, Florida	$12M	-$1.01M	4	0.1%	Reduced
1354	Summit Partners Public Asset Management Boston, Massachusetts	$12M	+$9.35M	1	0.21%	New
1355	TC TwinBeech Capital Purchase, New York	$12M	+$845K	7	2.17%	Increased
1356	GSWM Golden State Wealth Management Santa Ana, California	$12M	+$2.56M	16	1.09%	Increased
1357	SGM Scalar Gauge Management Dallas, Texas	$12M	+$73.7K	2	6.59%	Increased
1358	WAS WESPAC Advisors SoCal Pasadena, California	$12M	+$518K	2	2.13%	Increased
1359	DWML Decker Wealth Management LLC Nashville, Tennessee	$11.9M	-$326K	2	2.54%	Reduced
1360	AGA Altrinsic Global Advisors Stamford, Connecticut	$11.9M	-$1.08M	1	0.44%	Reduced
1361	Cassaday & Co Wealth Management Mclean, Virginia	$11.9M	-$457K	17	0.22%	Reduced
1362	RMC Resources Management Corp West Hartford, Connecticut	$11.9M	-$353K	3	1.5%	Reduced
1363	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$11.9M	-$1.32M	5	0.32%	Reduced
1364	CWM Cordatus Wealth Management Newtown, Pennsylvania	$11.9M	+$358K	5	2.62%	Increased
1365	PWA Physician Wealth Advisors Midvale, Utah	$11.9M	+$2.67M	22	1.42%	Increased
1366	AWCI Alpine Woods Capital Investors Purchase, New York	$11.9M	+$1.69M	2	2.58%	Increased
1367	Vaughan David Investments Peoria, Illinois	$11.9M	-$43.4K	3	0.24%	Reduced
1368	FDP Financiere des Professionnels Montreal, Quebec, Canada	$11.9M	-$3.96M	2	0.67%	Reduced
1369	TC Trilogy Capital Irvine, California	$11.9M	+$5.21M	3	0.46%	Increased
1370	RHJA Rice Hall James & Associates San Diego, California	$11.9M	-$4.17M	4	0.58%	Reduced
1371	UCI Uncommon Cents Investing Janesville, Wisconsin	$11.8M	-$68.4K	3	2.57%	Reduced
1372	Wolverine Asset Management Chicago, Illinois	$11.8M	-$3.71M	7	0.1%	Reduced
1373	Evelyn Partners London,	$11.8M	+$12.8M	6	0.03%	New
1374	PTC Private Trust Company Cleveland, Ohio	$11.8M	-$1.16M	14	0.94%	Reduced
1375	PCA Prospect Capital Advisors Sausalito, California	$11.8M	-$2.07M	1	5.34%	Reduced