← 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
2226	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$148K	$0	1	0.05%	Maintained
2227	FDS First Dallas Securities Dallas, Texas	$148K	+$140K	1	0.09%	New
2228	Harvest Fund Management Beijing, China	$147K	$0	1	0.02%	Maintained
2229	RP Rowlandmiller & Partners Atlanta, Georgia	$145K	$0	1	0.06%	Maintained
2230	CP Corbenic Partners Bethlehem, Pennsylvania	$143K	+$300	3	0.18%	Increased
2231	SAM Solaris Asset Management New York	$141K	$0	1	0.08%	Maintained
2232	HCA Heck Capital Advisors Rhinelander, Wisconsin	$138K	+$1.43K	1	0.07%	Increased
2233	CPA Cowen Prime Advisors New York	$138K	$0	1	0.07%	Maintained
2234	IP Isthmus Partners Madison, Wisconsin	$138K	$0	3	0.04%	Maintained
2235	SMP Santa Monica Partners Palm Beach Gardens, Florida	$134K	+$134K	1	0.12%	New
2236	WWM Willingdon Wealth Management Huntersville, North Carolina	$133K	+$32.3K	3	0.04%	Increased
2237	JAM Jolley Asset Management Rocky Mount, North Carolina	$125K	$0	2	0.08%	Maintained
2238	PCM Poehling Capital Management Madison, Wisconsin	$119K	+$112K	1	0.1%	New
2239	AFIA America First Investment Advisors Omaha, Nebraska	$116K	+$33.2K	2	0.04%	Increased
2240	MSA Marino Stram & Associates Braintree, Massachusetts	$116K	+$114K	3	0.11%	New
2241	KPCM Kings Point Capital Management Great Neck, New York	$112K	+$9.88K	3	0.02%	Increased
2242	PVH Psagot Value Holdings Tel Aviv, Israel	$107K	$0	1	0%	Maintained
2243	Pathstone Family Office Englewood, New Jersey	$105K	+$16.8K	2	0.06%	Increased
2244	AIP Almanack Investment Partners Wayne, Pennsylvania	$103K	+$97.3K	1	0.04%	New
2245	FBT First Bank & Trust Brookings, South Dakota	$102K	-$11.3K	2	0.08%	Reduced
2246	ACM Armbruster Capital Management Pittsford, New York	$101K	$0	3	0.05%	Maintained
2247	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$101K	+$98.2K	1	0.06%	New
2248	DAM Deltec Asset Management New York	$99K	-$159K	1	0.02%	Reduced
2249	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$99K	+$93.5K	3	0.09%	New
2250	KCM Kempner Capital Management Galveston, Texas	$97K	$0	1	0.06%	Maintained