← 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
376	SMM Stadion Money Management Watkinsville, Georgia	$3.27M	-$984K	1	0.16%	Reduced
377	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.24M	$0	1	1.24%	Maintained
378	DCM Dupont Capital Management Wilmington, Delaware	$3.22M	+$3.25M	1	0.07%	New
379	CEI Clark Estates Inc New York	$3.17M	$0	1	0.51%	Maintained
380	CAM Capstone Asset Management Houston, Texas	$3.17M	-$20.3K	3	0.09%	Reduced
381	VAM Verity Asset Management Durham, North Carolina	$3.16M	+$39.5K	1	2.86%	Increased
382	OA OFI Advisors Philadelphia, Pennsylvania	$3.16M	+$19.6K	4	0.19%	Increased
383	FL Fort LP Chevy Chase, Maryland	$3.14M	-$1.08M	1	1.63%	Reduced
384	PCM Prelude Capital Management New York	$3.14M	+$116K	4	0.44%	Increased
385	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$3.14M	-$872K	2	0.5%	Reduced
386	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$3.09M	-$8.09K	1	0.33%	Reduced
387	Fifth Third Bancorp Cincinnati, Ohio	$3.06M	-$2.86M	3	0.03%	Reduced
388	JP Morgan Private Wealth Advisors San Francisco, California	$3.05M	+$470K	2	0.03%	Increased
389	HCM Herndon Capital Management Atlanta, Georgia	$2.98M	+$80.8K	1	0.05%	Increased
390	SST S Squared Technology New York	$2.94M	$0	1	3.16%	Maintained
391	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$2.94M	-$86.4K	2	0.09%	Reduced
392	Cullen Capital Management New York	$2.93M	$0	1	0.09%	Maintained
393	SAM Strategy Asset Managers Pasadena, California	$2.92M	-$68.7K	1	0.65%	Reduced
394	CIM Cambria Investment Management Manhattan Beach, California	$2.91M	+$20.3K	1	0.89%	Increased
395	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.9M	-$16K	1	2.75%	Reduced
396	SM Stratton Management King Of Prussia, Pennsylvania	$2.88M	-$595K	1	0.13%	Reduced
397	WA Wheatland Advisors Lancaster, Pennsylvania	$2.85M	+$159	1	2.74%	Increased
398	Spot Trading Chicago, Illinois	$2.85M	+$2.23M	2	0.03%	Increased
399	WA WESPAC Advisors Orinda, California	$2.82M	-$321K	1	2.12%	Reduced
400	CIBC World Market Toronto, Ontario, Canada	$2.8M	+$301K	2	0.01%	Increased