← All themes Defense Modernization

Drones & Counter-Drone

Cheap uncrewed systems have changed how wars are fought, and defending against them has become as urgent as fielding them. Both sides of that exchange are now funded procurement lines.

30 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
301	Tocqueville Asset Management New York	$6.07M	-$5.96M	3	0.08%	Reduced
302	Bessemer Group Woodbridge, New Jersey	$6.05M	$0	2	0.04%	Maintained
303	Zurich Cantonal Bank Zurich, Switzerland	$6.05M	+$191K	2	0.19%	Increased
304	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$6.04M	-$176K	1	2.59%	Reduced
305	HP Harvey Partners Tarrytown, New York	$6.04M	-$2.69M	1	2.84%	Reduced
306	Oppenheimer & Co New York	$6.04M	+$1.47M	2	0.18%	Increased
307	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$6.01M	-$2.44M	3	0.71%	Reduced
308	GIA Gargoyle Investment Advisor Englewood, New Jersey	$5.99M	-$2.36M	2	2.67%	Reduced
309	CAD Craig A. Drill	$5.92M	+$6.08M	1	7.43%	New
310	GACM Green Arrow Capital Management New York	$5.88M	+$4.5M	1	0.5%	Increased
311	Janus Henderson Group London,	$5.84M	+$861K	3	0.06%	Increased
312	MIU Man Investments (UK) London, United Kingdom	$5.8M	+$119K	3	0.51%	Increased
313	SCM Stevens Capital Management Radnor, Pennsylvania	$5.75M	+$2.96M	1	0.16%	Increased
314	MA Menlo Advisors Menlo Park, California	$5.65M	-$2.54M	1	4.24%	Reduced
315	HighTower Advisors Chicago, Illinois	$5.63M	-$1.64M	2	0.11%	Reduced
316	BOK Financial Tulsa, Oklahoma	$5.56M	+$265K	2	0.18%	Increased
317	CAM Capstone Asset Management Houston, Texas	$5.33M	-$601K	4	0.16%	Reduced
318	Capital Fund Management (CFM) Paris, France	$5.33M	+$5.12M	1	0.07%	New
319	WAM World Asset Management Detroit, Michigan	$5.33M	-$471K	3	0.17%	Reduced
320	SFP Santa Fe Partners Santa Fe, New Mexico	$5.31M	+$4.98M	3	0.75%	New
321	Weiss Multi-Strategy Advisers New York	$5.31M	+$2.03M	3	0.11%	Increased
322	ING Group Amsterdam, Netherlands	$5.21M	-$2.84M	1	0.03%	Reduced
323	CIBC Asset Management Toronto, Ontario, Canada	$4.93M	-$569K	3	0.03%	Reduced
324	FM Foster & Motley Cincinnati, Ohio	$4.9M	-$75.8K	1	1.21%	Reduced
325	CIM Calvert Investment Management Bethesda, Maryland	$4.89M	+$44.5K	1	0.35%	Increased