← 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
1426
EFIC
Eliot Finkel Investment Counsel
California
$10.7M $0 2 5.01% Maintained
1427
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$10.7M -$1.15M 4 0.07% Reduced
1428
BWP
Balboa Wealth Partners
Arizona
$10.6M +$866K 7 1.45% Increased
1429
AV
Aspiring Ventures
Ohio
$10.6M +$3M 2 2.58% Increased
1430
MP
McDonald Partners
Ohio
$10.6M -$687K 5 2.57% Reduced
1431
LK
Lumbard & Kellner
New Hampshire
$10.6M +$131K 3 3.21% Increased
1432
TPA
Trivium Point Advisory
Connecticut
$10.6M +$7.7M 6 0.96% Increased
1433
Grimes & Company
Grimes & Company
Massachusetts
$10.6M -$509K 6 0.23% Reduced
1434
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$10.5M -$131K 4 1.9% Reduced
1435
SA
Sovran Advisors
California
$10.5M +$2.54M 6 0.78% Increased
1436
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10.5M +$406K 4 2.06% Increased
1437
SAM
Secure Asset Management
Michigan
$10.5M +$3.56M 5 1.47% Increased
1438
GWMIA
Global Wealth Management Investment Advisory
Florida
$10.5M +$551K 3 1.5% Increased
1439
RFA
Register Financial Advisors
Georgia
$10.5M -$660K 4 3.22% Reduced
1440
TCA
Teewinot Capital Advisers
New York
$10.5M -$880K 1 0.76% Reduced
1441
NP
Nilsine Partners
Colorado
$10.5M +$2.08M 6 0.72% Increased
1442
PG
Patten Group
Tennessee
$10.5M +$1.03M 6 1.62% Increased
1443
BIG
Builder Investment Group
Georgia
$10.4M -$10.3K 3 2.07% Reduced
1444
M
Mirova
France
$10.4M +$690K 1 0.38% Increased
1445
CPIM
Cypress Point Investment Management
California
$10.4M -$4.29M 1 1.88% Reduced
1446
TWM
Tradition Wealth Management
Minnesota
$10.4M +$884K 5 0.63% Increased
1447
CMF
Counterpoint Mutual Funds
California
$10.4M +$5.52M 6 1.03% Increased
1448
HWA
HCR Wealth Advisors
California
$10.3M +$3.36M 4 0.92% Increased
1449
DI
Deeter Investments
Texas
$10.3M +$9.83M 2 1.43% Increased
1450
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$10.3M -$5.85M 2 2.64% Reduced