← 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
2026	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
2027	MTIP Magee Thomson Investment Partners San Diego, California	$1K	+$1.17K	1	0%	New
2028	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	$0	1	0%	Maintained
2029	WCM Wealthcare Capital Management Richmond, Virginia	$1K	-$18K	1	0%	Reduced
2030	AP Advisors Preferred Rockville, Maryland	$0	-$96K	0	–	Closed
2031	ACM Argentus Capital Management Dallas, Texas	$0	-$91K	0	–	Closed
2032	Arrowstreet Capital Boston, Massachusetts	$0	-$7.67M	0	–	Closed
2033	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$0	-$96K	0	–	Closed
2034	CYG Clean Yield Group Norwich, Vermont	$0	-$32K	0	–	Closed
2035	CCPM Cooper Creek Partners Management New York	$0	-$10.3M	0	–	Closed
2036	CFN Cordasco Financial Network Naples, Florida	$0	-$41K	0	–	Closed
2037	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$204K	0	–	Closed
2038	CCB Cutter & Co Brokerage Ballwin, Missouri	$0	-$69K	0	–	Closed
2039	DILH Dai-ichi Life Holdings Tokyo, Japan	$0	-$30.2M	0	–	Closed
2040	DC Deere & Company Moline, Illinois	$0	-$18.2M	0	–	Closed
2041	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$1.23M	0	–	Closed
2042	Discovery Capital Management South Norwalk, Connecticut	$0	-$59.9M	0	–	Closed
2043	DSN D. Scott Neal Lexington, Kentucky	$0	-$2K	0	–	Closed
2044	DFO Duquesne Family Office New York	$0	-$16.3M	0	–	Closed
2045	Element Capital Management New York	$0	-$438K	0	–	Closed
2046	ECP Elk Creek Partners Denver, Colorado	$0	-$9.1M	0	–	Closed
2047	EverPoint Asset Management Stamford, Connecticut	$0	-$5.35M	0	–	Closed
2048	ED Exane Derivatives Paris, France	$0	-$155	0	–	Closed
2049	FM Family Management New York	$0	-$5.45M	0	–	Closed
2050	Farallon Capital Management San Francisco, California	$0	-$128M	0	–	Closed