← 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	Boothbay Fund Management New York	$14.4M	-$323K	2	0.38%	Reduced
327	Lazard Asset Management New York	$14.4M	-$634K	5	0.02%	Reduced
328	Rafferty Asset Management New York	$14.3M	-$6.7M	5	0.13%	Reduced
329	Sit Investment Associates Minneapolis, Minnesota	$14.3M	+$8.88M	1	0.44%	Increased
330	SCA Stokes Capital Advisors Greenwood, South Carolina	$14.3M	-$344K	2	5%	Reduced
331	TSAM Trinity Street Asset Management London, United Kingdom	$14.2M	+$1.71M	1	2.55%	Increased
332	Gradient Investments Arden Hills, Minnesota	$14.1M	-$440K	4	0.41%	Reduced
333	ASM ATW SPAC Management New York	$14.1M	$0	1	2.02%	Maintained
334	SouthState Corp Winter Haven, Florida	$14.1M	+$297K	2	1.32%	Increased
335	CWM Curi Wealth Management Raleigh, North Carolina	$13.7M	+$22K	3	2.64%	Increased
336	WPI Walter Public Investments Westmount, Canada	$13.6M	+$1.88M	1	4.9%	Increased
337	MIM Marco Investment Management Atlanta, Georgia	$13.6M	+$40.6K	2	1.59%	Increased
338	Congress Wealth Management Boston, Massachusetts	$13.5M	+$189K	4	0.35%	Increased
339	Man Group London, United Kingdom	$13.4M	-$8.72M	0	–	Closed
340	Badgley Phelps Wealth Managers Seattle, Washington	$13.4M	-$64.7K	1	0.55%	Reduced
341	DAC Dividend Assets Capital Ridgeland, South Carolina	$13.4M	-$338K	2	2.89%	Reduced
342	MCM Mill Capital Management Concord, North Carolina	$13.4M	+$414K	1	1.48%	Increased
343	MAM Meeder Asset Management Dublin, Ohio	$13.3M	-$2.73M	4	0.77%	Reduced
344	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$13.3M	-$79.9K	2	0.3%	Reduced
345	IFM Investors Melbourne, Australia	$13.2M	+$924K	3	0.23%	Increased
346	NPF Norris Perne & French Grand Rapids, Michigan	$13.1M	-$3.5M	1	1.26%	Reduced
347	II Ibex Investors Denver, Colorado	$13M	-$5.89M	1	8.15%	Reduced
348	MKC M. Kraus & Co Shelburne, Vermont	$12.9M	-$85.5K	1	4.98%	Reduced
349	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.8M	+$76.4K	3	0.4%	Increased
350	Exencial Wealth Advisors Oklahoma City, Oklahoma	$12.7M	-$508K	2	0.72%	Reduced