← 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
151
GAMCO Investors
GAMCO Investors
Connecticut
$96.9M +$90.9M 4 0.61% New
152
SIM
Sprucegrove Investment Management
Ontario, Canada
$96.9M +$95.1M 2 1.76% New
153
HM Payson & Co
HM Payson & Co
Maine
$95.3M +$93.1M 4 5.72% New
154
KCM
Kames Capital Management
United Kingdom
$95.2M +$95.3M 2 3.35% New
155
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$94.9M +$93.2M 13 0.76% New
156
Boston Partners
Boston Partners
Massachusetts
$94.9M +$90M 4 0.26% New
157
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$94M +$93M 4 0.41% New
158
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$91.2M +$85.7M 1 0.45% New
159
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$91.1M +$86.3M 2 0.33% New
160
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$89.9M +$87.8M 7 0.92% New
161
Thomaspartners
Thomaspartners
Massachusetts
$89.2M +$78.5M 2 3.5% New
162
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$88.9M +$89.9M 1 1.52% New
163
SAM
Sentinel Asset Management
Vermont
$88.4M +$86.7M 3 1.9% New
164
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$88.1M +$87M 4 0.73% New
165
Federated Hermes
Federated Hermes
Pennsylvania
$87.8M +$84.7M 10 0.35% New
166
Brown Advisory
Brown Advisory
Maryland
$87.7M +$88.5M 4 0.35% New
167
NG
NatWest Group
United Kingdom
$87.2M +$87.2M 5 1.24% New
168
MSA
Mason Street Advisors
Wisconsin
$87.2M +$85.8M 12 0.96% New
169
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$86.1M +$81.3M 2 1.17% New
170
Glenmede Trust
Glenmede Trust
Pennsylvania
$85.7M +$85.4M 8 1.07% New
171
River Road Asset Management
River Road Asset Management
Kentucky
$85.6M +$82.3M 2 1.06% New
172
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$85.2M +$85.6M 4 0.74% New
173
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$84.2M +$84.1M 4 0.85% New
174
Bahl & Gaynor
Bahl & Gaynor
Ohio
$84.1M +$85M 3 1.59% New
175
PGGM Investments
PGGM Investments
Netherlands
$82.5M +$81.5M 2 0.49% New
5 6
7
8 9