← 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	Capital International Sarl Los Angeles, California	$12.9M	+$787K	2	0.58%	Increased
352	Engineers Gate Manager New York	$12.6M	+$6.05M	3	0.48%	Increased
353	LCM LVM Capital Management Portage, Michigan	$12.6M	+$565K	1	1.68%	Increased
354	Atria Wealth Solutions New York	$12.5M	+$38.4K	3	0.17%	Increased
355	EC Engaged Capital Newport Beach, California	$12.3M	+$11.6M	1	1.77%	New
356	NPF Norris Perne & French Grand Rapids, Michigan	$12.2M	+$615K	1	1.03%	Increased
357	Cetera Advisors Denver, Colorado	$12.1M	+$2.87M	3	0.19%	Increased
358	MIM Marco Investment Management Atlanta, Georgia	$12.1M	-$94.2K	2	1.31%	Reduced
359	CTI Community Trust & Investment Versailles, Kentucky	$12.1M	+$5.26M	1	0.97%	Increased
360	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$12M	+$238K	2	0.48%	Increased
361	SCA Stokes Capital Advisors Greenwood, South Carolina	$11.9M	-$750K	2	4.01%	Reduced
362	ACB Aristotle Capital Boston Boston, Massachusetts	$11.9M	+$520K	1	0.36%	Increased
363	Smith Salley Wealth Management Greensboro, North Carolina	$11.9M	+$11.8M	1	0.87%	New
364	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$11.8M	-$533K	4	0.11%	Reduced
365	Independent Advisor Alliance Charlotte, North Carolina	$11.7M	-$85.6K	3	0.52%	Reduced
366	Frontier Capital Management Boston, Massachusetts	$11.7M	-$698K	1	0.11%	Reduced
367	Vestmark Advisory Solutions Wakefield, Massachusetts	$11.7M	-$1.82M	3	0.45%	Reduced
368	TCM Telos Capital Management San Diego, California	$11.7M	+$328K	2	1.56%	Increased
369	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$11.6M	+$2.59M	3	0.15%	Increased
370	Fuller & Thaler Asset Management San Mateo, California	$11.6M	+$11.4M	1	0.07%	New
371	MCM Mill Capital Management Concord, North Carolina	$11.6M	+$230K	1	1.09%	Increased
372	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$11.5M	-$874K	5	0.01%	Reduced
373	PCA Private Capital Advisors Darien, Connecticut	$11.5M	-$504K	2	1.88%	Reduced
374	Hudson Bay Capital Management Stamford, Connecticut	$11.4M	+$4.86M	1	0.08%	Increased
375	Norinchukin Bank Tokyo, Japan	$11.4M	+$3.4M	3	0.19%	Increased