← 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	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$7.12M	-$51K	1	1.17%	Reduced
327	B BP London, United Kingdom	$7.01M	$0	2	0.27%	Maintained
328	SAM Strategy Asset Managers Pasadena, California	$7.01M	-$131K	2	1.52%	Reduced
329	WIM Westside Investment Management Santa Monica, California	$6.93M	+$2.62M	2	3.31%	Increased
330	LPL Financial San Diego, California	$6.84M	+$2.05M	3	0.05%	Increased
331	MI Markston International White Plains, New York	$6.78M	$0	1	0.67%	Maintained
332	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$6.75M	-$201K	1	0.08%	Reduced
333	WAM World Asset Management Detroit, Michigan	$6.72M	+$854K	4	0.22%	Increased
334	Nomura Asset Management Tokyo, Japan	$6.66M	-$385K	2	0.09%	Reduced
335	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.66M	+$976K	1	0.28%	Increased
336	American Century Companies Kansas City, Missouri	$6.63M	-$965K	2	0.01%	Reduced
337	AIP ARS Investment Partners New York	$6.62M	-$3.44M	2	0.96%	Reduced
338	UMA USA Mutuals Advisors Dallas, Texas	$6.54M	+$2.38M	1	3.66%	Increased
339	Brinker Capital Berwyn, Pennsylvania	$6.52M	+$445K	3	0.3%	Increased
340	MAM Marketfield Asset Management New York	$6.47M	-$1.16M	1	1.55%	Reduced
341	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.3M	+$233K	2	0.08%	Increased
342	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$6.3M	-$444K	1	2.71%	Reduced
343	Virtu KCG Holdings New York	$6.28M	+$2.6M	6	0.17%	Increased
344	MKC M. Kraus & Co Shelburne, Vermont	$6.27M	-$187K	1	4.11%	Reduced
345	Baird Financial Group Milwaukee, Wisconsin	$6.24M	+$343K	3	0.05%	Increased
346	SAM Securian Asset Management St Paul, Minnesota	$6.15M	-$20.7K	3	0.16%	Reduced
347	Clifford Swan Investment Counsel Pasadena, California	$6.1M	$0	1	0.39%	Maintained
348	GL GLG LLC New York	$6.1M	-$13.5K	2	0.34%	Reduced
349	CA Cullinan Associates Louisville, Kentucky	$6.08M	-$654K	2	0.5%	Reduced
350	RCP Rothschild Capital Partners New York	$6.05M	-$1.96M	1	2.36%	Reduced