← 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
201
Welch & Forbes
Welch & Forbes
Massachusetts
$81.7M +$444K 4 2.49% Increased
202
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$81.6M +$12.6M 7 1.74% Increased
203
Barclays
Barclays
United Kingdom
$81.2M -$18.1M 14 0.11% Reduced
204
Glenmede Trust
Glenmede Trust
Pennsylvania
$81.1M -$11.5M 8 0.49% Reduced
205
Point72 Asset Management
Point72 Asset Management
Connecticut
$81.1M -$6.52M 3 0.55% Reduced
206
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80.2M -$1.29M 3 1.84% Reduced
207
AWM
Ashmore Wealth Management
Delaware
$79.7M -$28.7M 1 3.07% Reduced
208
Edge Asset Management
Edge Asset Management
Washington
$79.7M +$221K 3 0.71% Increased
209
Cincinnati Insurance
Cincinnati Insurance
Ohio
$78.6M $0 1 2.58% Maintained
210
Comerica Bank
Comerica Bank
Texas
$78.5M -$5.05M 13 0.68% Reduced
211
ABI
Abrams Bison Investments
Maryland
$76.2M $0 1 7.07% Maintained
212
CAM
ClariVest Asset Management
California
$76.2M -$12.8M 7 2.27% Reduced
213
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$76M +$79.3K 2 1.57% Increased
214
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$75.2M +$2.4M 10 1.01% Increased
215
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$74.7M -$1.33M 5 0.63% Reduced
216
First Manhattan
First Manhattan
New York
$74.6M +$2.63M 4 0.46% Increased
217
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$74.3M +$5.68M 4 0.85% Increased
218
CRM
Cramer Rosenthal McGlynn
Connecticut
$74.2M -$538K 3 1.2% Reduced
219
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$74M -$3.75M 4 0.63% Reduced
220
QS Investors
QS Investors
New York
$73.6M -$3.07M 8 0.63% Reduced
221
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$73.2M -$44.6M 14 0.33% Reduced
222
Nuveen
Nuveen
North Carolina
$71.7M -$2.29M 7 0.44% Reduced
223
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$71.3M +$24.4M 3 1.33% Increased
224
Natixis Advisors
Natixis Advisors
Massachusetts
$71.3M +$6.21M 7 0.99% Increased
225
SIM
Sprucegrove Investment Management
Ontario, Canada
$70.2M -$1.53M 3 2.89% Reduced