← 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	SAM Securian Asset Management St Paul, Minnesota	$11.3M	-$302K	3	0.25%	Reduced
352	Churchill Management Los Angeles, California	$11.3M	+$344K	1	0.21%	Increased
353	FCI Financial Counselors Inc Overland Park, Kansas	$11.2M	+$130K	3	0.4%	Increased
354	Wolverine Trading Chicago, Illinois	$11.2M	+$9.75M	4	0.03%	Increased
355	MIM Marco Investment Management Atlanta, Georgia	$11.2M	+$128K	2	1.73%	Increased
356	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$11M	+$2.34M	3	0.09%	Increased
357	PIA Piedmont Investment Advisors Durham, North Carolina	$11M	+$206K	3	0.38%	Increased
358	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$11M	-$463K	2	0.65%	Reduced
359	BCM BTC Capital Management Des Moines, Iowa	$10.9M	-$178K	2	1.55%	Reduced
360	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$10.9M	+$11.1M	2	0.34%	New
361	NCM Narwhal Capital Management Marietta, Georgia	$10.8M	+$833K	2	1.99%	Increased
362	GECH Garnet Equity Capital Holdings New York	$10.8M	$0	1	3.84%	Maintained
363	Curi RMB Capital Chicago, Illinois	$10.8M	-$243K	2	0.3%	Reduced
364	Waratah Capital Advisors Toronto, Ontario, Canada	$10.7M	-$1.94M	3	1.14%	Reduced
365	MKC M. Kraus & Co Shelburne, Vermont	$10.7M	+$20.9K	1	5.34%	Increased
366	Creative Planning Overland Park, Kansas	$10.7M	+$760K	4	0.03%	Increased
367	IFM Investors Melbourne, Australia	$10.7M	+$36.7K	3	0.38%	Increased
368	Daiwa Securities Group Tokyo, Japan	$10.6M	-$1.81M	3	0.09%	Reduced
369	Artemis Investment Management Edinburgh, United Kingdom	$10.6M	+$10.9M	1	0.13%	New
370	Schonfeld Strategic Advisors New York	$10.6M	-$7.19M	2	0.26%	Reduced
371	Tudor Investment Corp Stamford, Connecticut	$10.6M	+$7.07M	1	0.47%	Increased
372	B BP London, United Kingdom	$10.5M	-$422K	2	0.35%	Reduced
373	SGI Summit Global Investments Bountiful, Utah	$10.4M	+$591K	1	1.13%	Increased
374	CIBC Asset Management Toronto, Ontario, Canada	$10.4M	-$263K	3	0.06%	Reduced
375	SCM SG Capital Management Chicago, Illinois	$10.3M	+$10M	1	2.03%	New