← 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
SSA
South Street Advisors
New York
$234K $0 1 0.08% Maintained
1927
Balentine LLC
Balentine LLC
Georgia
$233K -$10.4K 3 0.02% Reduced
1928
BMC
Benin Management Corp
Connecticut
$233K $0 1 0.1% Maintained
1929
TFO
Tarbox Family Office
California
$233K $0 4 0.11% Maintained
1930
DWM
Darwin Wealth Management
Florida
$231K +$991 1 0.13% Increased
1931
HS
Huntington Steele
Pennsylvania
$231K $0 1 0.07% Maintained
1932
MCM
Millie Capital Management
California
$231K -$25K 1 0.2% Reduced
1933
MCM
Mitchell Capital Management
Kansas
$231K -$46.5K 1 0.09% Reduced
1934
VCM
Vigilant Capital Management
Maine
$231K -$14.4K 1 0.04% Reduced
1935
BIG
Bellwether Investment Group
Tennessee
$229K -$40.4K 1 1.06% Reduced
1936
BWA
Burt Wealth Advisors
Maryland
$229K +$121 3 0.16% Increased
1937
GA
Gateway Advisory
New Jersey
$229K -$9.79K 1 0.07% Reduced
1938
PAS
Partnervest Advisory Services
California
$229K $0 1 0.1% Maintained
1939
WPA
West Paces Advisors
Georgia
$229K $0 4 0.18% Maintained
1940
PCMC
Paragon Capital Management (Colorado)
Colorado
$228K -$3.68M 1 0.1% Reduced
1941
Plancorp LLC
Plancorp LLC
Missouri
$228K -$60K 1 0.07% Reduced
1942
Dodge & Cox
Dodge & Cox
California
$226K -$56K 1 0% Reduced
1943
WCWM
Wooster Corthell Wealth Management
Connecticut
$225K +$219K 1 0.13% New
1944
KLWA
Kelly Lawrence W & Associates
California
$222K -$45.6K 1 0.04% Reduced
1945
GAMC
Garner Asset Management Corp
Texas
$221K +$215K 1 0.21% New
1946
BHB
Bank Hapoalim BM
Israel
$219K -$34.3K 1 0.05% Reduced
1947
CGA
Crescent Grove Advisors
Illinois
$218K +$213K 1 0.06% New
1948
KB
Kimelman & Baird
New York
$218K -$39.2K 1 0.03% Reduced
1949
South Texas Money Management
South Texas Money Management
Texas
$217K $0 1 0.01% Maintained
1950
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$216K -$18.3K 1 0% Reduced