← 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	NP NS Partners London, United Kingdom	$13.5M	+$295K	1	1.08%	Increased
327	Old National Bancorp Evansville, Indiana	$13.5M	-$1.64M	2	0.66%	Reduced
328	JP Morgan Private Wealth Advisors San Francisco, California	$13.4M	-$347K	3	0.06%	Reduced
329	Nissay Asset Management Tokyo, Japan	$13M	+$3.49M	3	0.29%	Increased
330	Norinchukin Bank Tokyo, Japan	$12.9M	-$1.3M	2	0.17%	Reduced
331	Dai-ichi Life Insurance Company Tokyo, Japan	$12.9M	+$1.9M	3	0.29%	Increased
332	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.9M	-$189K	1	2.07%	Reduced
333	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.8M	$0	4	0.14%	Maintained
334	MAM Mastrapasqua Asset Management Nashville, Tennessee	$12.5M	-$43K	2	2.06%	Reduced
335	Chilton Capital Management Houston, Texas	$12.4M	+$130K	1	0.99%	Increased
336	VCM Vigilant Capital Management Portland, Maine	$12.3M	+$12.5M	4	1.43%	New
337	NN Investment Partners Holdings The Hague, Netherlands	$12.3M	+$362K	2	0.08%	Increased
338	Bartlett & Co Wealth Management Cincinnati, Ohio	$12.2M	-$306K	4	0.3%	Reduced
339	Avalon Investment & Advisory Houston, Texas	$12.2M	-$404K	1	0.25%	Reduced
340	Glenmede Trust Philadelphia, Pennsylvania	$11.9M	+$4.18M	5	0.05%	Increased
341	JIR James Investment Research Alpha, Ohio	$11.9M	-$257K	1	0.83%	Reduced
342	WBC Westpac Banking Corp Sydney, Australia	$11.9M	+$1M	3	0.15%	Increased
343	VCP Verus Capital Partners Scottsdale, Arizona	$11.8M	+$12M	5	3.85%	New
344	Zurich Cantonal Bank Zurich, Switzerland	$11.7M	-$6.37M	4	0.09%	Reduced
345	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$11.7M	+$169K	1	0.62%	Increased
346	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$11.6M	-$282K	1	1.13%	Reduced
347	IA Icon Advisers Greenwood Village, Colorado	$11.6M	+$105K	2	1.65%	Increased
348	Waverton Investment Management London, United Kingdom	$11.4M	+$5.09M	1	0.59%	Increased
349	BOK Financial Tulsa, Oklahoma	$11.4M	-$1.13M	4	0.26%	Reduced
350	Moore Capital Management New York	$11.4M	+$6.66M	1	0.37%	Increased