← 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
326	Tocqueville Asset Management New York	$4.2M	-$115K	2	0.05%	Reduced
327	HCM Herndon Capital Management Atlanta, Georgia	$4.19M	+$256K	1	0.06%	Increased
328	IMS Index Management Solutions Philadelphia, Pennsylvania	$4.18M	-$480K	4	0.58%	Reduced
329	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$4.1M	-$470K	2	0.64%	Reduced
330	Scout Investments Kansas City, Missouri	$4.08M	-$364K	1	0.06%	Reduced
331	DA Denali Advisors San Diego, California	$4.04M	-$336K	2	1.14%	Reduced
332	SCM Stevens Capital Management Radnor, Pennsylvania	$4.02M	-$1.25M	1	0.14%	Reduced
333	CG Clinton Group New York	$3.89M	+$3.67M	2	1.21%	New
334	VNA Valley National Advisers Bethlehem, Pennsylvania	$3.84M	+$4.6M	1	2.9%	New
335	CIM CenturyLink Investment Management Denver, Colorado	$3.82M	+$74.2K	2	1.13%	Increased
336	AMI Amica Mutual Insurance Providence, Rhode Island	$3.81M	$0	2	0.3%	Maintained
337	Intact Investment Management Montreal, Quebec, Canada	$3.79M	+$1.34M	2	0.15%	Increased
338	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.79M	-$69.2K	1	0.5%	Reduced
339	GMIM General Motors Investment Management New York	$3.78M	-$139K	4	0.3%	Reduced
340	BEAM Baker Ellis Asset Management Vancouver, Washington	$3.77M	-$54.8K	1	1.27%	Reduced
341	Clifford Swan Investment Counsel Pasadena, California	$3.77M	$0	1	0.25%	Maintained
342	SFU Stonehage Fleming (UK) London, United Kingdom	$3.69M	+$1.35M	2	1.82%	Increased
343	OA OFI Advisors Philadelphia, Pennsylvania	$3.69M	-$7.49K	4	0.24%	Reduced
344	Placemark Investments Chicago, Illinois	$3.66M	+$405K	2	0.06%	Increased
345	SMM Stadion Money Management Watkinsville, Georgia	$3.65M	+$294K	1	0.08%	Increased
346	MKC M. Kraus & Co Shelburne, Vermont	$3.62M	+$306K	1	2.63%	Increased
347	PP Paloma Partners Greenwich, Connecticut	$3.61M	-$2.17M	2	0.15%	Reduced
348	ECM Exchange Capital Management Ann Arbor, Michigan	$3.58M	+$128K	1	1.5%	Increased
349	Nuveen Charlotte, North Carolina	$3.55M	-$689K	3	0.02%	Reduced
350	Gabelli Funds Rye, New York	$3.54M	-$68.6K	1	0.02%	Reduced