← 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	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$4.13M	+$519K	1	0.64%	Increased
352	Clifford Swan Investment Counsel Pasadena, California	$4.12M	$0	1	0.27%	Maintained
353	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.09M	-$952K	4	0.19%	Reduced
354	BEAM Baker Ellis Asset Management Vancouver, Washington	$4.08M	-$44K	1	1.3%	Reduced
355	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$4.06M	-$397K	2	0.63%	Reduced
356	CG Clinton Group New York	$3.96M	-$344K	3	1.03%	Reduced
357	MKC M. Kraus & Co Shelburne, Vermont	$3.96M	-$8.02K	1	2.84%	Reduced
358	ECM Exchange Capital Management Ann Arbor, Michigan	$3.91M	-$8.75K	1	1.6%	Reduced
359	Jefferies Group New York	$3.91M	+$3.77M	2	0.02%	New
360	Commerce Bank Kansas City, Missouri	$3.86M	+$315K	2	0.06%	Increased
361	HBK Investments Dallas, Texas	$3.84M	+$570K	1	0.04%	Increased
362	CIM CenturyLink Investment Management Denver, Colorado	$3.79M	-$382K	2	1.25%	Reduced
363	Gabelli Funds Rye, New York	$3.78M	-$79.9K	1	0.02%	Reduced
364	Norinchukin Bank Tokyo, Japan	$3.77M	-$2.34M	2	0.09%	Reduced
365	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$3.74M	+$3.46M	1	0.18%	New
366	Point72 Asset Management Stamford, Connecticut	$3.73M	+$3.46M	1	0.03%	New
367	Nuveen Charlotte, North Carolina	$3.69M	-$171K	3	0.02%	Reduced
368	Thompson Siegel & Walmsley Richmond, Virginia	$3.67M	-$113K	1	0.06%	Reduced
369	MC Menta Capital San Francisco, California	$3.65M	+$2.35M	3	0.47%	Increased
370	SWITC Stewart West Indies Trading Company Boulder, Colorado	$3.62M	$0	1	0.35%	Maintained
371	NCIM New Century Investment Management Southfield, Michigan	$3.62M	+$92.7K	1	1.68%	Increased
372	First Merchants Corp Muncie, Indiana	$3.59M	+$18.2K	1	1.11%	Increased
373	NCM Narwhal Capital Management Marietta, Georgia	$3.56M	-$68.7K	1	1.3%	Reduced
374	SM Stratton Management King Of Prussia, Pennsylvania	$3.53M	-$62K	1	0.14%	Reduced
375	SG Americas Securities New York	$3.51M	-$16.5M	3	0.02%	Reduced