← 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
176	RCM Riverhead Capital Management Wilmington, Delaware	$111M	+$11.3M	4	1.68%	Increased
177	CIBC Private Wealth Group Atlanta, Georgia	$110M	+$1.03M	1	0.8%	Increased
178	Glenmede Trust Philadelphia, Pennsylvania	$109M	+$4.54M	12	0.79%	Increased
179	Jennison Associates New York	$106M	+$1.29M	3	0.1%	Increased
180	Commerzbank Aktiengesellschaft Frankfurt, Germany	$106M	-$1.37M	4	0.56%	Reduced
181	Nuveen Charlotte, North Carolina	$106M	-$519K	6	0.57%	Reduced
182	M&T Bank Buffalo, New York	$106M	+$586K	5	0.64%	Increased
183	Raymond James & Associates St Petersburg, Florida	$105M	+$14.6M	6	0.4%	Increased
184	Fifth Third Bancorp Cincinnati, Ohio	$105M	+$8.59M	11	0.91%	Increased
185	Calamos Advisors Naperville, Illinois	$102M	-$1.53M	3	0.63%	Reduced
186	HM Payson & Co Portland, Maine	$99.7M	-$75.1K	5	4.96%	Reduced
187	AIG American International Group New York	$99.7M	-$1.41M	14	0.4%	Reduced
188	Eagle Asset Management St Petersburg, Florida	$98.2M	+$1.19M	3	0.55%	Increased
189	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$97.5M	-$17.1M	2	2.08%	Reduced
190	QS Investors New York	$91.2M	-$2.39M	6	1.13%	Reduced
191	JP Morgan Private Wealth Advisors San Francisco, California	$90.9M	+$3.2M	4	1.04%	Increased
192	Haverford Trust Company Radnor, Pennsylvania	$88.8M	+$770K	1	2.44%	Increased
193	FI Focused Investors Los Angeles, California	$88.2M	+$92.7M	1	3.06%	New
194	Welch & Forbes Boston, Massachusetts	$87.9M	-$1.02M	2	2.73%	Reduced
195	Jupiter Investment Management London, United Kingdom	$87.9M	+$68.6M	3	2.56%	Increased
196	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$87.8M	+$288K	1	2.24%	Increased
197	Nordea Investment Management Stockholm, Sweden	$87.5M	+$296K	3	0.31%	Increased
198	Kayne Anderson Rudnick Investment Management Los Angeles, California	$87.5M	+$87.5M	1	1.36%	New
199	Bridgeway Capital Management Houston, Texas	$87.1M	+$12M	8	1.72%	Increased
200	SFM Systematic Financial Management Teaneck, New Jersey	$85.3M	+$49.5M	7	0.73%	Increased