← 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
1876	DVM Dreman Value Management West Palm Beach, Florida	$297K	$0	1	0.16%	Maintained
1877	PL Parthenon LLC Louisville, Kentucky	$296K	-$11.9K	1	0.07%	Reduced
1878	PNAA Pictet North America Advisors Geneva 73, Switzerland	$296K	-$70.5K	1	0.05%	Reduced
1879	BFPW BOK Financial Private Wealth Denver, Colorado	$295K	-$130K	1	0.05%	Reduced
1880	BCM Bourgeon Capital Management Darien, Connecticut	$294K	$0	1	0.17%	Maintained
1881	RBF Capital San Francisco, California	$290K	$0	1	0.04%	Maintained
1882	SAM SignalPoint Asset Management Springfield, Missouri	$289K	+$294K	1	0.15%	New
1883	LJAC L.J. Altfest & Co New York	$286K	+$148	1	0.14%	Increased
1884	CC Cedar Capital Barrington, Illinois	$285K	+$14.6K	1	0.13%	Increased
1885	GAM Gemmer Asset Management Walnut Creek, California	$285K	+$6.15K	9	0.11%	Increased
1886	Mission Wealth Management Santa Barbara, California	$282K	-$280K	1	0.05%	Reduced
1887	DWM Darwin Wealth Management Tampa, Florida	$280K	+$1.08K	1	0.27%	Increased
1888	HCM Harvey Capital Management Palm Beach, Florida	$278K	$0	1	0.11%	Maintained
1889	DOA D'Orazio & Associates Falls Church, Virginia	$277K	-$33K	1	0.1%	Reduced
1890	Plancorp LLC Saint Louis, Missouri	$275K	+$58.3K	1	0.08%	Increased
1891	SGS Sterling Global Strategies Carlsbad, California	$274K	-$29.6K	1	1.12%	Reduced
1892	MCM Mitchell Capital Management Leawood, Kansas	$273K	-$1.33K	1	0.1%	Reduced
1893	RIA RPG Investment Advisory Pleasanton, California	$273K	+$46.4K	3	0.07%	Increased
1894	HBK Investments Dallas, Texas	$272K	+$6.23K	1	0%	Increased
1895	CIA Cascade Investment Advisors Oregon City, Oregon	$271K	$0	2	0.23%	Maintained
1896	WA Winfield Associates Cleveland, Ohio	$271K	+$10.2K	3	0.14%	Increased
1897	AIM Arcadia Investment Management Kalamazoo, Michigan	$270K	+$26.9K	4	0.08%	Increased
1898	BA BKS Advisors Southfield, Michigan	$269K	$0	1	0.1%	Maintained
1899	HS Horan Securities Cincinnati, United States	$268K	$0	3	0.26%	Maintained
1900	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$267K	$0	1	0.31%	Maintained