← 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	CCM Cinctive Capital Management New York	$12.6M	+$7.19M	2	0.77%	Increased
352	First National Trust Hermitage, Pennsylvania	$12.5M	+$8.76M	2	0.82%	Increased
353	AAM Arabesque Asset Management London, United Kingdom	$12.3M	+$5.36M	2	5.42%	Increased
354	BOK Financial Tulsa, Oklahoma	$12.2M	+$2.86M	3	0.22%	Increased
355	HP Holowesko Partners Nassau, Bahamas	$12.1M	+$11.3M	1	3.26%	New
356	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$12M	-$799K	1	0.07%	Reduced
357	Tocqueville Asset Management New York	$11.9M	+$1.04M	1	0.18%	Increased
358	Daiwa Securities Group Tokyo, Japan	$11.9M	+$2.85M	3	0.09%	Increased
359	Hardman Johnston Global Advisors Stamford, Connecticut	$11.9M	-$5.61M	1	0.34%	Reduced
360	Advisors Capital Management Ridgewood, New Jersey	$11.9M	+$355K	4	0.42%	Increased
361	AIC AWM Investment Company New York	$11.8M	-$234K	1	1.31%	Reduced
362	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.7M	-$566K	3	0.31%	Reduced
363	NP NS Partners London, United Kingdom	$11.7M	-$1.69M	1	0.68%	Reduced
364	Rockefeller Capital Management New York	$11.6M	+$1.65M	8	0.08%	Increased
365	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$11.5M	+$136K	2	0.5%	Increased
366	E Ergoteles New York	$11.3M	-$5.91M	2	0.35%	Reduced
367	William Blair & Company Chicago, Illinois	$11.2M	-$1.09M	4	0.04%	Reduced
368	Tudor Investment Corp Stamford, Connecticut	$11.2M	+$3.3M	3	0.22%	Increased
369	MKC M. Kraus & Co Shelburne, Vermont	$11.2M	+$154K	1	4.33%	Increased
370	Hantz Financial Services Southfield, Michigan	$11.1M	+$677K	3	0.46%	Increased
371	Welch & Forbes Boston, Massachusetts	$11M	+$1.65M	3	0.2%	Increased
372	Nissay Asset Management Tokyo, Japan	$11M	-$345K	3	0.11%	Reduced
373	Independent Advisor Alliance Charlotte, North Carolina	$11M	+$3M	2	0.65%	Increased
374	MassMutual Private Wealth & Trust Windsor, Connecticut	$11M	+$1.92M	2	0.52%	Increased
375	CF CNA Financial Chicago, Illinois	$11M	+$5.68M	3	3.36%	Increased