← 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	Waratah Capital Advisors Toronto, Ontario, Canada	$20.3M	+$4.61M	1	0.29%	Increased
302	Mutual of America Capital Management New York	$20.1M	+$1.09M	4	0.2%	Increased
303	NPF Norris Perne & French Grand Rapids, Michigan	$20.1M	+$280K	1	1.73%	Increased
304	Assenagon Asset Management Senningerberg, Luxembourg	$20M	+$20.2M	2	0.07%	New
305	Brinker Capital Investments Berwyn, Pennsylvania	$19.8M	+$3.31M	4	0.26%	Increased
306	Bridgeway Capital Management Houston, Texas	$19.6M	-$116K	3	0.35%	Reduced
307	Carnegie Investment Counsel Pepper Pike, Ohio	$19.6M	+$287K	1	0.74%	Increased
308	E Ergoteles New York	$19.5M	+$7.34M	5	0.45%	Increased
309	Regions Financial Corp Birmingham, Alabama	$19.2M	-$1.69M	3	0.17%	Reduced
310	TCW Group Los Angeles, California	$19M	+$102K	1	0.16%	Increased
311	JP Morgan Private Wealth Advisors San Francisco, California	$19M	+$4.3M	5	0.05%	Increased
312	NCM Narwhal Capital Management Marietta, Georgia	$18.9M	-$131K	2	2.38%	Reduced
313	CEI Clark Estates Inc New York	$18.6M	-$2.58M	1	2.43%	Reduced
314	MSL Mackay Shields LLC New York	$18.6M	-$5.26M	3	0.17%	Reduced
315	JGC J. Goldman & Co New York	$18.5M	+$5.56M	2	0.72%	Increased
316	Eastern Bank Boston, Massachusetts	$18.3M	+$172K	1	0.9%	Increased
317	Heard Capital LLC Chicago, Illinois	$18.3M	+$5.36M	3	4.14%	Increased
318	Cetera Advisors Denver, Colorado	$18.2M	+$451K	3	0.43%	Increased
319	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$18M	-$1.26M	1	0.58%	Reduced
320	AP Atwood & Palmer Kansas City, Missouri	$17.6M	+$1.04M	3	1.58%	Increased
321	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$17.5M	-$118K	1	1.32%	Reduced
322	Rockefeller Capital Management New York	$17.5M	+$4.74M	8	0.1%	Increased
323	Zurich Cantonal Bank Zurich, Switzerland	$17.3M	-$7.09M	4	0.1%	Reduced
324	AO Advisor OS Chicago, Illinois	$17.2M	+$168K	2	3.57%	Increased
325	Gateway Investment Advisers Cincinnati, Ohio	$17.2M	-$44.6K	3	0.18%	Reduced