← 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	SCA Stokes Capital Advisors Greenwood, South Carolina	$13.8M	-$798K	2	4.74%	Reduced
352	MIM Marco Investment Management Atlanta, Georgia	$13.7M	+$141K	2	1.6%	Increased
353	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13.7M	+$91.8K	4	0.14%	Increased
354	Whittier Trust South Pasadena, California	$13.7M	+$534K	3	0.27%	Increased
355	LI LMCG Investments Boston, Massachusetts	$13.5M	-$181K	1	0.94%	Reduced
356	RI Redwood Investments Boston, Massachusetts	$13.5M	-$242K	1	1.8%	Reduced
357	TC TwinBeech Capital Purchase, New York	$13.4M	+$12M	1	0.25%	Increased
358	NIG NFJ Investment Group Dallas, Texas	$13.3M	-$136K	1	0.35%	Reduced
359	TCM Telos Capital Management San Diego, California	$13.3M	-$229K	2	1.93%	Reduced
360	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$13.1M	-$289K	2	1.79%	Reduced
361	MML Investors Services Springfield, Massachusetts	$13.1M	+$1.72M	4	0.09%	Increased
362	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$13M	+$277K	5	0.02%	Increased
363	Walleye Capital New York	$12.9M	+$4.97M	5	0.24%	Increased
364	Kestra Private Wealth Services Austin, Texas	$12.9M	-$1.04M	4	0.65%	Reduced
365	Commerce Bank Kansas City, Missouri	$12.8M	+$14.9K	3	0.1%	Increased
366	SCA Snowden Capital Advisors New York	$12.7M	+$410K	4	0.53%	Increased
367	ROC Running Oak Capital Edina, Minnesota	$12.7M	+$297K	2	3.74%	Increased
368	Phoenix Financial Givatayim, Israel	$12.7M	-$33.6M	2	0.25%	Reduced
369	Sit Investment Associates Minneapolis, Minnesota	$12.6M	-$2.31M	1	0.35%	Reduced
370	MLL Moody Lynn & Lieberson Boston, Massachusetts	$12.5M	-$13.8M	1	1.14%	Reduced
371	CAC Core Alternative Capital Peachtree Corners, Georgia	$12.4M	+$1.25M	2	1.57%	Increased
372	CDH Charles D. Hyman	$12.2M	$0	2	0.83%	Maintained
373	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$12.1M	-$2.13M	1	2.6%	Reduced
374	TF Talbot Financial Bellevue, Washington	$12.1M	+$11.6M	1	2.49%	New
375	SouthState Corp Winter Haven, Florida	$12M	-$726K	2	1.11%	Reduced