← 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
1926	LCM Logan Capital Management Newtown Square, Pennsylvania	$5.99M	+$6.25M	4	0.22%	New
1927	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.99M	+$80.5K	1	0.87%	Increased
1928	HCM Howland Capital Management Boston, Massachusetts	$5.99M	-$25.4K	4	0.22%	Reduced
1929	PPW Parcion Private Wealth Bellevue, Washington	$5.99M	+$107K	7	0.33%	Increased
1930	1C 111 Capital Paris, France	$5.98M	+$2.17M	7	1.03%	Increased
1931	GCM GKV Capital Management Walnut Creek, California	$5.98M	+$56.4K	1	1.93%	Increased
1932	CA Cullinan Associates Louisville, Kentucky	$5.98M	-$214K	3	0.45%	Reduced
1933	NW Naviter Wealth Little Rock, Arkansas	$5.97M	+$1.57M	3	0.54%	Increased
1934	MAMG Milestone Asset Management Group Avon, Connecticut	$5.96M	-$383K	1	3%	Reduced
1935	DO denkapparat Operations Berlin, Germany	$5.96M	+$1.99M	6	1.95%	Increased
1936	FAT First American Trust Santa Ana, California	$5.96M	-$450K	3	0.36%	Reduced
1937	AF Alerus Financial Grand Forks, North Dakota	$5.94M	+$3.21M	5	0.26%	Increased
1938	FRM Fox Run Management Greenwich, Connecticut	$5.94M	-$3.23M	12	0.98%	Reduced
1939	MCM Mengis Capital Management Portland, Oregon	$5.93M	-$1.83K	3	0.9%	Reduced
1940	CIA Cohen Investment Advisors Bedford, New Hampshire	$5.93M	-$280K	2	2.66%	Reduced
1941	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$5.92M	+$2.35M	2	0.3%	Increased
1942	GFPC Global Financial Private Client Sarasota, Florida	$5.91M	+$1.02M	4	1.6%	Increased
1943	HCM Horrell Capital Management Little Rock, Arkansas	$5.9M	-$696K	3	2.7%	Reduced
1944	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$5.89M	+$4.85M	3	0.86%	Increased
1945	AIM Archer Investment Management Austin, Texas	$5.88M	+$1.85M	1	2.01%	Increased
1946	BTD BankPlus Trust Department Jackson, Mississippi	$5.88M	+$264K	6	1.37%	Increased
1947	BWM Bulltick Wealth Management Miami, Florida	$5.87M	+$6.73M	3	1.2%	New
1948	AWM Ameliora Wealth Management Zurich, Switzerland	$5.84M	+$2.07M	7	1.73%	Increased
1949	MWVC Morgens Waterfall Vintiadis & Co New York	$5.83M	$0	1	4.45%	Maintained
1950	LA LM Advisors San Diego, California	$5.82M	+$5.62M	2	0.67%	Increased