← 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
351	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.53M	+$989K	1	1.29%	Increased
352	C WorldWide Group Copenhagen, Denmark	$3.46M	$0	1	0.05%	Maintained
353	Thompson Siegel & Walmsley Richmond, Virginia	$3.46M	-$96K	1	0.07%	Reduced
354	OI Oakbrook Investments Lisle, Illinois	$3.38M	-$2.58M	2	0.18%	Reduced
355	SAM Securian Asset Management St Paul, Minnesota	$3.38M	-$9.23K	2	0.1%	Reduced
356	NCM Narwhal Capital Management Marietta, Georgia	$3.33M	-$174K	1	1.29%	Reduced
357	GS GAM Systematic Cambridge, United Kingdom	$3.33M	+$3.15M	2	0.68%	New
358	SWITC Stewart West Indies Trading Company Boulder, Colorado	$3.3M	$0	1	0.32%	Maintained
359	SM Stratton Management King Of Prussia, Pennsylvania	$3.28M	+$156K	1	0.14%	Increased
360	First Merchants Corp Muncie, Indiana	$3.26M	-$166K	1	1.02%	Reduced
361	Commerce Bank Kansas City, Missouri	$3.25M	-$356K	2	0.05%	Reduced
362	NCIM New Century Investment Management Southfield, Michigan	$3.23M	-$6.03K	1	1.6%	Reduced
363	BOK Financial Tulsa, Oklahoma	$3.19M	-$2.68M	2	0.11%	Reduced
364	FM Foster & Motley Cincinnati, Ohio	$3.17M	-$2.68M	1	0.72%	Reduced
365	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.14M	-$301K	2	0.1%	Reduced
366	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.12M	-$526K	2	0.02%	Reduced
367	SAM Strategy Asset Managers Pasadena, California	$3.11M	-$9.85K	2	0.65%	Reduced
368	SIM Spark Investment Management New York	$3.08M	-$2.56M	3	0.52%	Reduced
369	Ladenburg Thalmann Financial Services Miami, Florida	$3.07M	+$582K	7	0.07%	Increased
370	WPC White Pine Capital Bloomington, Minnesota	$3.04M	-$64.3K	1	1.02%	Reduced
371	JP Morgan Private Wealth Advisors San Francisco, California	$3.03M	+$41.1K	2	0.04%	Increased
372	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$3.01M	$0	1	0.47%	Maintained
373	VAM Verity Asset Management Durham, North Carolina	$3.01M	+$2.8M	1	2.9%	New
374	CIM Cambria Investment Management Manhattan Beach, California	$3M	+$2.79M	1	1.07%	New
375	Arrowstreet Capital Boston, Massachusetts	$2.98M	+$265K	1	0.02%	Increased