← 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
1376
SummitTX Capital
SummitTX Capital
Texas
$11.7M -$23.1M 7 0.3% Reduced
1377
IP
Intellectus Partners
California
$11.7M +$740K 5 2.03% Increased
1378
WSCM
Wellington Shields Capital Management
New York
$11.7M +$1.49M 7 1.49% Increased
1379
NB
Nicolet Bankshares
Wisconsin
$11.7M -$739K 4 0.37% Reduced
1380
OTL
Oak Thistle LLC
New York
$11.7M +$4.46M 5 1.13% Increased
1381
RCM
Radnor Capital Management
Pennsylvania
$11.7M -$307K 4 1.64% Reduced
1382
CIP
Champlain Investment Partners
Vermont
$11.7M +$809K 1 0.3% Increased
1383
PWG
Portside Wealth Group
Utah
$11.6M +$4.59K 7 1.36% Increased
1384
TSS
Two Sigma Securities
New York
$11.6M +$6.26M 12 1% Increased
1385
Miracle Mile Advisors
Miracle Mile Advisors
California
$11.6M +$228K 6 0.14% Increased
1386
IFM
ION Fund Management
$11.6M -$7.71M 1 0.74% Reduced
1387
TAM
Titleist Asset Management
Texas
$11.6M +$285K 3 0.78% Increased
1388
CCM
Condor Capital Management
New Jersey
$11.6M +$1.37M 3 0.87% Increased
1389
PAG
Private Advisory Group
Washington
$11.5M +$11.2M 4 0.62% Increased
1390
CF
Centaurus Financial
California
$11.5M +$1.14M 7 0.45% Increased
1391
FFL
Future Fund LLC
Illinois
$11.5M +$1.97M 3 3.3% Increased
1392
MAM
Mystic Asset Management
Rhode Island
$11.5M -$53.7K 2 2.45% Reduced
1393
WIC
Woodmont Investment Counsel
Tennessee
$11.5M +$156K 5 0.63% Increased
1394
Howard Capital Management
Howard Capital Management
Georgia
$11.4M +$4.3M 6 0.14% Increased
1395
RIM
Reliant Investment Management
Tennessee
$11.4M +$5.8M 2 4.07% Increased
1396
EL
EQ LLC
Washington
$11.4M +$4.98M 1 2.8% Increased
1397
ACA
Apis Capital Advisors
New York
$11.4M +$382K 2 1.11% Increased
1398
CM
Columbus Macro
Pennsylvania
$11.3M +$238K 2 1.1% Increased
1399
CA
Cache Advisors
California
$11.3M +$2.87M 2 0.96% Increased
1400
UBV
United Bank (Virginia)
Virginia
$11.3M -$390K 2 1.33% Reduced