← 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
1726
CFSG
Community Financial Services Group
Vermont
$272K +$2.12K 1 0.13% Increased
1727
IA
Independence Advisors
Pennsylvania
$271K +$265K 1 0.13% New
1728
PGIM
Pacific Global Investment Management
California
$269K +$398 1 0.06% Increased
1729
PL
Parthenon LLC
Kentucky
$269K $0 1 0.07% Maintained
1730
BA
BKS Advisors
Michigan
$267K -$10.5K 1 0.12% Reduced
1731
RHFI
Reilly Herbert Faulkner III
$266K $0 1 0.2% Maintained
1732
EMB
Elefante Mark B
$262K -$37.9K 1 4.23% Reduced
1733
VNA
Valley National Advisers
Pennsylvania
$262K -$88.3K 2 0.14% Reduced
1734
BCM
Bourgeon Capital Management
Connecticut
$258K +$3.78K 1 0.17% Increased
1735
HCM
Highlander Capital Management
New Jersey
$258K $0 4 0.23% Maintained
1736
WCM
Westend Capital Management
California
$257K -$6.37K 1 0.36% Reduced
1737
LJAC
L.J. Altfest & Co
New York
$256K -$1.99K 1 0.17% Reduced
1738
GAM
Gemmer Asset Management
California
$255K +$26.9K 8 0.13% Increased
1739
MIM
Midwest Investment Management
Ohio
$255K $0 1 0.22% Maintained
1740
RBF Capital
RBF Capital
California
$254K $0 1 0.04% Maintained
1741
JCM
Jag Capital Management
Missouri
$252K $0 1 0.05% Maintained
1742
FNBSF
First National Bank Sioux Falls
South Dakota
$251K $0 3 0.68% Maintained
1743
ACS
Archford Capital Strategies
Illinois
$250K -$325K 3 0.1% Reduced
1744
ANB
Amarillo National Bank
Texas
$249K -$70.3K 1 0.11% Reduced
1745
ICM
Ionic Capital Management
New York
$248K -$6.57K 1 0.01% Reduced
1746
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$247K $0 1 0.08% Maintained
1747
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$247K +$3.05K 1 0.12% Increased
1748
FWM
Focused Wealth Management
New York
$245K -$160K 2 0.11% Reduced
1749
MCMT
Moon Capital Management (Tennessee)
Tennessee
$244K -$10.5K 1 0.34% Reduced
1750
LWMG
Lakeside Wealth Management Group
$244K +$253K 1 7.74% New