← 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	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.18M	-$488K	2	0.2%	Reduced
352	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.14M	+$121K	4	0.2%	Increased
353	B BP London, United Kingdom	$4.12M	-$801K	1	0.15%	Reduced
354	Allstate Corporation Northbrook, Illinois	$4.11M	-$3.56M	1	0.37%	Reduced
355	Clifford Swan Investment Counsel Pasadena, California	$4.05M	$0	1	0.27%	Maintained
356	Commerce Bank Kansas City, Missouri	$4.01M	+$207K	2	0.06%	Increased
357	BEAM Baker Ellis Asset Management Vancouver, Washington	$4M	-$20.1K	2	1.34%	Reduced
358	TAM THB Asset Management Norwalk, Connecticut	$3.99M	+$4M	1	0.3%	New
359	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$3.95M	-$85.7K	1	0.61%	Reduced
360	MKC M. Kraus & Co Shelburne, Vermont	$3.85M	-$21.8K	1	2.79%	Reduced
361	Norinchukin Bank Tokyo, Japan	$3.79M	+$70.7K	2	0.1%	Increased
362	ECM Exchange Capital Management Ann Arbor, Michigan	$3.78M	-$42.8K	1	1.54%	Reduced
363	Baker Avenue Asset Management San Francisco, California	$3.77M	+$1.18M	1	0.5%	Increased
364	PTC Private Trust Company Cleveland, Ohio	$3.65M	-$522K	1	1.04%	Reduced
365	Advisors Asset Management Monument, Colorado	$3.62M	+$900K	4	0.05%	Increased
366	NCIM New Century Investment Management Southfield, Michigan	$3.57M	-$160	1	1.64%	Reduced
367	SWITC Stewart West Indies Trading Company Boulder, Colorado	$3.54M	$0	1	0.36%	Maintained
368	NCM Narwhal Capital Management Marietta, Georgia	$3.51M	$0	1	1.28%	Maintained
369	CIM CenturyLink Investment Management Denver, Colorado	$3.45M	-$278K	2	1.16%	Reduced
370	First Merchants Corp Muncie, Indiana	$3.45M	-$60.4K	1	1.08%	Reduced
371	Thompson Siegel & Walmsley Richmond, Virginia	$3.42M	-$199K	1	0.06%	Reduced
372	Janney Montgomery Scott Philadelphia, Pennsylvania	$3.39M	+$135K	2	0.07%	Increased
373	ARTA A.R.T. Advisors New York	$3.31M	+$1.2M	3	0.11%	Increased
374	South Dakota Investment Council Sioux Falls, South Dakota	$3.31M	+$489K	3	0.07%	Increased
375	AMI Amica Mutual Insurance Providence, Rhode Island	$3.3M	$0	2	0.28%	Maintained