← 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	CEI Clark Estates Inc New York	$12.8M	-$5.54M	1	1.87%	Reduced
352	NP NS Partners London, United Kingdom	$12.8M	-$147K	1	0.6%	Reduced
353	Advisors Capital Management Ridgewood, New Jersey	$12.8M	+$348K	4	0.35%	Increased
354	Swiss Life Asset Management Zurich,	$12.7M	-$6.22M	2	0.17%	Reduced
355	Gradient Investments Arden Hills, Minnesota	$12.5M	-$3.53M	4	0.32%	Reduced
356	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$12.5M	+$835K	3	0.62%	Increased
357	Loews Corp New York	$12.2M	-$9.38M	1	0.11%	Reduced
358	Congress Wealth Management Boston, Massachusetts	$12.2M	+$12.2M	2	0.24%	New
359	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.2M	+$66.7K	3	2.26%	Increased
360	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.2M	+$818K	3	0.28%	Increased
361	Cetera Advisor Networks El Segundo, California	$12M	+$658K	4	0.15%	Increased
362	JA JLB & Associates Plymouth, Michigan	$11.9M	+$190K	1	1.69%	Increased
363	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$11.8M	+$1.97M	1	0.48%	Increased
364	SCA Stokes Capital Advisors Greenwood, South Carolina	$11.8M	+$527K	2	3.5%	Increased
365	CIBC Asset Management Toronto, Ontario, Canada	$11.8M	+$521K	3	0.04%	Increased
366	Polar Asset Management Partners Toronto, Ontario, Canada	$11.7M	-$86.1K	2	0.12%	Reduced
367	Badgley Phelps Wealth Managers Seattle, Washington	$11.7M	+$285K	1	0.38%	Increased
368	MKC M. Kraus & Co Shelburne, Vermont	$11.6M	+$130K	1	3.7%	Increased
369	MIM Marco Investment Management Atlanta, Georgia	$11.5M	+$613K	2	1.13%	Increased
370	Whittier Trust South Pasadena, California	$11.5M	+$543K	3	0.19%	Increased
371	CWM Curi Wealth Management Raleigh, North Carolina	$11.4M	+$11M	3	1.97%	New
372	CCPM Cooper Creek Partners Management New York	$11.4M	+$14.9M	1	1.31%	New
373	Independent Advisor Alliance Charlotte, North Carolina	$11.3M	+$76.8K	2	0.56%	Increased
374	TCM Telos Capital Management San Diego, California	$11.3M	+$682K	2	1.42%	Increased
375	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$11.3M	+$103K	2	0.21%	Increased