← 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
2001
Country Trust Bank
Country Trust Bank
Illinois
$117K -$588 1 0.01% Reduced
2002
LF
Lee Financial
Texas
$117K $0 2 0.04% Maintained
2003
CP
Corbenic Partners
Pennsylvania
$116K -$17.5K 2 0.16% Reduced
2004
CPA
Cowen Prime Advisors
New York
$116K $0 1 0.05% Maintained
2005
JAM
Jolley Asset Management
North Carolina
$111K $0 1 0.08% Maintained
2006
SKK
Shepherd Kaplan Krochuk
Massachusetts
$105K +$111K 1 0.06% New
2007
SAM
Solaris Asset Management
New York
$99K $0 1 0.06% Maintained
2008
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$97K -$10.7K 2 0.04% Reduced
2009
DI
Dalton Investments
Nevada
$95K $0 1 0.04% Maintained
2010
TJHA
Thomas J. Herzfeld Advisors
Florida
$95K -$36.4K 1 0.04% Reduced
2011
AIS
Accurate Investment Solutions
Pennsylvania
$94K $0 2 0.08% Maintained
2012
PVH
Psagot Value Holdings
Israel
$90K -$17K 1 0% Reduced
2013
BC
Barnett & Company
Tennessee
$89K +$80.8K 1 0.04% Increased
2014
Pathstone Family Office
Pathstone Family Office
New Jersey
$89K -$8.29K 2 0.04% Reduced
2015
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$80K -$114K 2 0.05% Reduced
2016
AFIA
America First Investment Advisors
Nebraska
$79K $0 1 0.03% Maintained
2017
RWG
Regal Wealth Group
California
$75K +$250 1 0.06% Increased
2018
RFWA
RPg Family Wealth Advisory
Massachusetts
$68.2K +$27.5K 2 0.06% Increased
2019
TCM
Tradewinds Capital Management
Washington
$68K -$16.6K 3 0.04% Reduced
2020
PSC
Prentiss Smith & Co
Vermont
$65K +$39.8K 1 0.03% Increased
2021
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$59K -$1.49M 1 0% Reduced
2022
LA
Legacy Advisors
Pennsylvania
$58K $0 1 0.07% Maintained
2023
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$56K $0 4 0% Maintained
2024
RWM
Raffa Wealth Management
District of Columbia
$53.2K $0 2 0.02% Maintained
2025
NIC
Northwest Investment Counselors
Oregon
$48K +$46.8K 3 0.02% New