← 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
1801
SAM
Security Asset Management
New York
$379K $0 1 0.31% Maintained
1802
CP
Coho Partners
Pennsylvania
$377K -$974 1 0.01% Reduced
1803
SIC
Schwartz Investment Counsel
Michigan
$376K $0 1 0.02% Maintained
1804
WAS
Winch Advisory Services
Wisconsin
$376K -$26.8K 2 0.24% Reduced
1805
KWMG
King Wealth Management Group
Florida
$375K +$48.7K 1 0.15% Increased
1806
AIM
Aspen Investment Management
Michigan
$374K $0 1 0.28% Maintained
1807
GBT
Grove Bank & Trust
Florida
$372K +$65.7K 4 0.24% Increased
1808
HMS
Hanseatic Management Services
New Mexico
$372K +$265K 3 0.19% Increased
1809
CW
Cobiz Wealth
Colorado
$371K $0 1 0.08% Maintained
1810
AIM
Avity Investment Management
Connecticut
$368K $0 1 0.05% Maintained
1811
FLI
Family Legacy Inc
South Carolina
$368K +$364K 1 0.37% New
1812
SHGA
Sand Hill Global Advisors
California
$366K -$48.9K 1 0.04% Reduced
1813
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$365K -$589K 1 0.02% Reduced
1814
PHK
Point72 Hong Kong
Hong Kong
$364K +$100K 5 0.38% Increased
1815
IP
Investment Partners
Ohio
$363K +$220 1 0.33% Increased
1816
CPO
Cerity Partners OCIO
New York
$362K -$4.12K 1 0.03% Reduced
1817
EPP
ETF Portfolio Partners
Kansas
$361K $0 1 0.26% Maintained
1818
VCM
Versant Capital Management
Arizona
$359K -$11.2K 12 0.2% Reduced
1819
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$358K -$59.5K 1 0.05% Reduced
1820
LA
Lucus Advisors
New York
$358K -$455K 1 0.48% Reduced
1821
OFW
Omnia Family Wealth
Florida
$356K -$36.6K 5 0.17% Reduced
1822
LJHT
Laurie J. Hall Trustee
$355K $0 1 0.23% Maintained
1823
Eastern Bank
Eastern Bank
Massachusetts
$355K -$60.7K 1 0.03% Reduced
1824
3C
361 Capital
Colorado
$352K +$163K 1 0.06% Increased
1825
WSC
Wellington Shields & Co
New York
$352K $0 1 0.12% Maintained