← 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	Avalon Investment & Advisory Houston, Texas	$13.7M	-$915K	1	0.3%	Reduced
327	MAM Mastrapasqua Asset Management Nashville, Tennessee	$13.5M	-$765K	2	2.49%	Reduced
328	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13.4M	+$2.57M	4	0.16%	Increased
329	BOK Financial Tulsa, Oklahoma	$13.4M	+$2.4M	4	0.32%	Increased
330	Chilton Capital Management Houston, Texas	$13.4M	-$301K	1	1.1%	Reduced
331	Bartlett & Co Cincinnati, Ohio	$13.2M	+$12.8M	4	0.35%	Increased
332	Bartlett & Co Wealth Management Cincinnati, Ohio	$13.2M	+$12.8M	4	0.35%	Increased
333	JIR James Investment Research Alpha, Ohio	$13.2M	-$779K	2	0.96%	Reduced
334	Waratah Capital Advisors Toronto, Ontario, Canada	$12.9M	+$13.8M	3	1.45%	New
335	Daiwa Securities Group Tokyo, Japan	$12.7M	+$5.21M	3	0.11%	Increased
336	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$12.5M	+$286K	1	1.25%	Increased
337	IA Icon Advisers Greenwood Village, Colorado	$12.4M	-$21.3M	2	1.82%	Reduced
338	NN Investment Partners Holdings The Hague, Netherlands	$12.4M	+$1.01M	2	0.1%	Increased
339	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$12.3M	+$6.29M	2	0.76%	Increased
340	AWCI Alpine Woods Capital Investors Purchase, New York	$12.2M	+$6.65M	2	2.26%	Increased
341	SAM Securian Asset Management St Paul, Minnesota	$12.2M	+$1.6M	3	0.28%	Increased
342	BNP Paribas Asset Management Paris, France	$12.2M	+$3.7M	2	0.09%	Increased
343	MIM Martin Investment Management Palm Beach Gardens, Florida	$12.2M	+$86.6K	1	2.98%	Increased
344	FCI Financial Counselors Inc Overland Park, Kansas	$12M	+$254K	3	0.47%	Increased
345	Churchill Management Los Angeles, California	$11.9M	+$523K	1	0.3%	Increased
346	MIM Marco Investment Management Atlanta, Georgia	$11.8M	+$6.79M	2	2.01%	Increased
347	Dai-ichi Life Insurance Company Tokyo, Japan	$11.7M	-$1M	2	0.28%	Reduced
348	B BP London, United Kingdom	$11.7M	+$5.55M	2	0.43%	Increased
349	WBC Westpac Banking Corp Sydney, Australia	$11.6M	+$1.24M	2	0.16%	Increased
350	PIA Piedmont Investment Advisors Durham, North Carolina	$11.6M	+$2.59M	3	0.45%	Increased