← 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	B BP London, United Kingdom	$6.05M	-$967K	2	0.25%	Reduced
352	Virginia Retirement Systems Richmond, Virginia	$6.02M	-$8.36M	2	0.08%	Reduced
353	Curi RMB Capital Chicago, Illinois	$5.97M	+$1.09M	3	0.15%	Increased
354	CWM CCG Wealth Management San Diego, California	$5.94M	+$6.28M	1	5.78%	New
355	GIA GHP Investment Advisors Denver, Colorado	$5.83M	+$415K	4	0.88%	Increased
356	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$5.82M	-$90K	1	2.9%	Reduced
357	GHCM Glen Harbor Capital Management San Diego, California	$5.78M	-$210K	4	0.14%	Reduced
358	Commerce Bank Kansas City, Missouri	$5.77M	+$622K	2	0.07%	Increased
359	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.64M	-$2.67M	1	0.35%	Reduced
360	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$5.6M	-$802K	2	1.97%	Reduced
361	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.6M	-$575K	4	0.32%	Reduced
362	Hudson Bay Capital Management Stamford, Connecticut	$5.51M	-$3.48M	1	0.07%	Reduced
363	SLG Stanley-Laman Group Berwyn, Pennsylvania	$5.51M	+$5.18M	2	1.53%	Increased
364	TPCM Three Peaks Capital Management Castle Rock, Colorado	$5.46M	-$2.19M	2	1.71%	Reduced
365	AL Arnhold LLC New York	$5.46M	+$6.15M	1	1.02%	New
366	PTC Private Trust Company Cleveland, Ohio	$5.39M	-$71K	1	1.28%	Reduced
367	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$5.38M	+$1.58M	1	1.92%	Increased
368	IAM Integre Asset Management New York	$5.33M	-$32.8K	2	3.78%	Reduced
369	KCP KDI Capital Partners Raleigh, North Carolina	$5.29M	+$5.96M	1	1.8%	New
370	NCM Narwhal Capital Management Marietta, Georgia	$5.23M	$0	1	1.3%	Maintained
371	PIA Piedmont Investment Advisors Durham, North Carolina	$5.23M	+$324K	3	0.25%	Increased
372	Whittier Trust South Pasadena, California	$5.23M	+$264K	5	0.18%	Increased
373	Johnson Investment Counsel Cincinnati, Ohio	$5.21M	+$64.1K	1	0.13%	Increased
374	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$5.06M	-$1.01M	1	0.04%	Reduced
375	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.99M	-$1.83M	4	0.1%	Reduced