← 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	Jennison Associates New York	$19.3M	+$19M	1	0.01%	Increased
327	Atria Investments Charlotte, North Carolina	$19.1M	+$293K	4	0.24%	Increased
328	Whittier Trust South Pasadena, California	$19.1M	+$331K	3	0.25%	Increased
329	William Blair & Company Chicago, Illinois	$19.1M	+$2.79M	3	0.06%	Increased
330	MUFG Securities EMEA London, United Kingdom	$19.1M	+$11M	2	0.32%	Increased
331	HRT Financial New York	$18.9M	-$3.86M	5	0.1%	Reduced
332	Hantz Financial Services Southfield, Michigan	$18.8M	-$184K	3	0.33%	Reduced
333	Exencial Wealth Advisors Oklahoma City, Oklahoma	$18.7M	-$279K	2	0.69%	Reduced
334	NCM Narwhal Capital Management Marietta, Georgia	$18.5M	-$638K	2	1.64%	Reduced
335	State of Alaska Department of Revenue Juneau, Alaska	$18.5M	+$971K	4	0.21%	Increased
336	GD Grandfield & Dodd New York	$18.2M	+$1.92M	1	1.13%	Increased
337	GWM GDS Wealth Management Flower Mound, Texas	$18.1M	+$2.05M	2	1.65%	Increased
338	Aberdeen Group Edinburgh, United Kingdom	$17.7M	-$159K	3	0.03%	Reduced
339	ExodusPoint Capital Management New York	$17.7M	-$23.2M	2	0.12%	Reduced
340	Envestnet Portfolio Solutions Chicago, Illinois	$17.6M	+$16.2K	4	0.06%	Increased
341	Xponance Philadelphia, Pennsylvania	$17.6M	-$332K	5	0.16%	Reduced
342	Adams Diversified Equity Fund Baltimore, Maryland	$17.5M	+$19.9M	1	0.66%	New
343	Walleye Capital New York	$17.4M	+$15.4M	3	0.04%	Increased
344	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$17.3M	-$873K	4	0.15%	Reduced
345	Cannell & Spears New York	$17.2M	-$132K	5	0.35%	Reduced
346	WAM Wilson Asset Management Sydney, Australia	$17M	$0	1	4.41%	Maintained
347	JGC J. Goldman & Co New York	$17M	+$17.1M	1	0.44%	New
348	New York Life Investment Management New York	$16.9M	+$99.1K	3	0.16%	Increased
349	Lazard Asset Management New York	$16.8M	-$1.88M	4	0.02%	Reduced
350	DC Defender Capital Charlotte, North Carolina	$16.8M	-$706K	1	6.16%	Reduced