← 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	Acadian Asset Management Boston, Massachusetts	$141M	+$40.7M	9	0.69%	Increased
152	NSCM New South Capital Management Memphis, Tennessee	$140M	-$1.79M	1	3.34%	Reduced
153	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$137M	+$9.19M	4	0.94%	Increased
154	CIBC World Markets New York	$136M	+$73.4M	4	1.4%	Increased
155	Robeco Institutional Asset Management Rotterdam, Netherlands	$132M	+$4.49M	6	1.03%	Increased
156	Gabelli Funds Rye, New York	$129M	-$12.2M	5	0.77%	Reduced
157	Jupiter Investment Management London, United Kingdom	$129M	+$45.2M	4	2.22%	Increased
158	abrdn Investment Management Edinburgh, United Kingdom	$129M	+$19.2M	1	0.45%	Increased
159	Alyeska Investment Group Chicago, Illinois	$127M	+$24.5M	2	1.05%	Increased
160	State of Michigan Retirement System Lansing, Michigan	$126M	-$34.7M	7	1%	Reduced
161	SEI Investments Oaks, Pennsylvania	$125M	+$12M	11	0.61%	Increased
162	CIBC Private Wealth Group Atlanta, Georgia	$125M	-$339K	3	0.83%	Reduced
163	First Eagle Investment Management New York	$125M	-$415M	2	0.32%	Reduced
164	Retirement Systems of Alabama Montgomery, Alabama	$124M	-$7.8M	7	0.72%	Reduced
165	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$123M	+$36.8M	3	1.82%	Increased
166	Royce & Associates New York	$123M	-$15.3M	11	0.79%	Reduced
167	Kayne Anderson Rudnick Investment Management Los Angeles, California	$122M	+$2.02M	1	1.46%	Increased
168	Pictet Asset Management (UK) London, United Kingdom	$121M	+$2.38M	4	0.45%	Increased
169	Panagora Asset Management Boston, Massachusetts	$121M	-$25.5M	12	0.56%	Reduced
170	O'Shaughnessy Asset Management Stamford, Connecticut	$120M	-$49.6M	10	2.85%	Reduced
171	MLICM Metropolitan Life Insurance Company (MetLife) New York	$120M	-$3.02M	14	0.86%	Reduced
172	Glenmede Trust Philadelphia, Pennsylvania	$118M	+$30.7M	10	0.64%	Increased
173	AIG American International Group New York	$115M	-$1.5M	14	0.44%	Reduced
174	FI Focused Investors Los Angeles, California	$115M	-$2.19M	1	4.36%	Reduced
175	JP Jana Partners New York	$113M	-$130M	1	1.98%	Reduced