← 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
1626	CCM Compass Capital Management Minneapolis, Minnesota	$227K	$0	1	0.04%	Maintained
1627	BAM Banta Asset Management Newport Beach, California	$225K	-$11.7K	1	0.49%	Reduced
1628	ZTNA Zions Trust National Association Salt Lake City, Utah	$224K	-$9.43K	2	0.31%	Reduced
1629	FDS First Dallas Securities Dallas, Texas	$222K	$0	1	0.13%	Maintained
1630	CF CNA Financial Chicago, Illinois	$221K	+$220K	1	0.04%	New
1631	BCM Beck Capital Management Austin, Texas	$219K	+$11.7K	1	0.15%	Increased
1632	GSC Ground Swell Capital Folly Beach, South Carolina	$219K	+$220K	8	0.42%	New
1633	RCM Rotella Capital Management Bellevue, Washington	$219K	-$475K	1	0.19%	Reduced
1634	SCM Southport Capital Management Chattanooga, Tennessee	$219K	$0	1	0.15%	Maintained
1635	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$216K	-$5.89K	1	0.07%	Reduced
1636	Ruane, Cunniff & Goldfarb New York	$216K	+$219K	1	0%	New
1637	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$212K	+$1.62K	3	0.2%	Increased
1638	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$210K	-$18.7K	1	0.04%	Reduced
1639	W.H. Reaves & Co Jersey City, New Jersey	$210K	+$205K	1	0.01%	New
1640	Brookstone Capital Management Wheaton, Illinois	$208K	+$203K	1	0.04%	New
1641	AAM American Asset Management Boca Raton, Florida	$207K	$0	1	0.1%	Maintained
1642	LD Lipe & Dalton Syracuse, New York	$207K	$0	1	0.13%	Maintained
1643	PIA Peachtree Investment Advisors Atlanta, Georgia	$203K	$0	1	0.14%	Maintained
1644	FRM Foundation Resource Management Little Rock, Arkansas	$202K	$0	1	0.02%	Maintained
1645	SC Sophrosyne Capital New York	$202K	+$53.6K	1	0.21%	Increased
1646	SC Sumit Capital New York	$202K	+$204K	1	0.85%	New
1647	EM Excalibur Management Waltham, Massachusetts	$200K	+$203K	1	0.21%	New
1648	Tower Research Capital (TRC) New York	$195K	-$1.23M	14	0.02%	Reduced
1649	TIM Tortoise Investment Management White Plains, New York	$191K	+$115K	1	0.08%	Increased
1650	WAM Weatherly Asset Management Del Mar, California	$187K	+$189K	1	0.08%	New