← 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
2101	BHC Bull Harbor Capital Bethesda, Maryland	$4.99M	-$141K	6	0.97%	Reduced
2102	HIM Harbour Investment Management Edmonds, Washington	$4.98M	-$88.1K	2	2.57%	Reduced
2103	OL Optas LLC Austin, Texas	$4.98M	-$586K	5	0.7%	Reduced
2104	SAM S.A. Mason Holland, Michigan	$4.96M	+$2.8K	5	1.52%	Increased
2105	MCM M1 Capital Management Bloomfield Hills, Michigan	$4.95M	+$2.35M	2	1.83%	Increased
2106	Flow Traders U.S. New York	$4.94M	+$3.9M	2	0.2%	Increased
2107	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$4.94M	+$9.59K	1	2.1%	Increased
2108	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$4.93M	$0	1	1.1%	Maintained
2109	GS GWN Securities Palm Beach Gardens, Florida	$4.93M	+$52.9K	4	0.82%	Increased
2110	Meiji Yasuda Life Insurance Tokyo, Japan	$4.91M	-$520K	2	0.16%	Reduced
2111	PEA Park Edge Advisors Cleveland, Ohio	$4.9M	+$922K	4	1.03%	Increased
2112	SOW State of Wyoming Cheyenne, Wyoming	$4.9M	+$460K	21	0.5%	Increased
2113	AIMC Alley Investment Management Company Lake Forest, Illinois	$4.9M	-$179K	1	0.57%	Reduced
2114	LD Lipe & Dalton Syracuse, New York	$4.89M	-$77K	1	2.27%	Reduced
2115	Douglass Winthrop Advisors New York	$4.89M	+$1.87M	3	0.08%	Increased
2116	Avantax Planning Partners Dubuque, Iowa	$4.88M	-$230K	5	0.12%	Reduced
2117	CIM Cambria Investment Management Manhattan Beach, California	$4.88M	+$605K	7	0.24%	Increased
2118	VCM Verde Capital Management Clarkston, Michigan	$4.84M	+$920K	2	0.89%	Increased
2119	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4.83M	-$228K	3	0.51%	Reduced
2120	PFA Pathway Financial Advisers Auburn, Indiana	$4.83M	-$4.96M	3	1.22%	Reduced
2121	AIM Acropolis Investment Management St. Louis, Missouri	$4.83M	-$500K	8	0.19%	Reduced
2122	FFA Fortune Financial Advisors Overland Park, Kansas	$4.83M	+$821K	3	2.07%	Increased
2123	BCP Blue Chip Partners Farmington Hills, Michigan	$4.82M	+$115K	2	0.3%	Increased
2124	LIM Longfellow Investment Management Boston, Massachusetts	$4.81M	+$3.15M	4	0.98%	Increased
2125	DA Denali Advisors San Diego, California	$4.81M	-$2.17M	2	0.48%	Reduced