← 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	BCM Brookmont Capital Management Dallas, Texas	$6.15M	+$1.35M	1	2.65%	Increased
377	MCM Matarin Capital Management New York	$6.15M	+$2.1K	1	0.48%	Increased
378	Cullen Capital Management New York	$6.02M	$0	1	0.21%	Maintained
379	GHCM Glen Harbor Capital Management San Diego, California	$5.93M	-$1.3M	4	0.13%	Reduced
380	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.8M	+$139K	4	0.02%	Increased
381	Oppenheimer Asset Management New York	$5.73M	-$99K	2	0.15%	Reduced
382	Wolverine Trading Chicago, Illinois	$5.69M	+$2.43M	3	0.02%	Increased
383	Trexquant Investment Stamford, Connecticut	$5.69M	+$5.57M	3	0.62%	New
384	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.68M	-$134K	1	0.62%	Reduced
385	Cohen & Steers New York	$5.68M	-$63.4K	1	0.02%	Reduced
386	Norinchukin Bank Tokyo, Japan	$5.67M	+$373K	2	0.1%	Increased
387	People's United Financial Bridgeport, Connecticut	$5.64M	+$1.67M	2	0.18%	Increased
388	CDH Charles D. Hyman	$5.61M	+$150K	2	0.64%	Increased
389	VF Virtu Financial New York	$5.6M	+$3.4M	7	0.3%	Increased
390	MIC MU Investments Company Tokyo, Japan	$5.58M	-$466K	1	3.82%	Reduced
391	TI TT International London, United Kingdom	$5.57M	-$1.69M	2	0.81%	Reduced
392	GECH Garnet Equity Capital Holdings New York	$5.5M	+$5.93M	1	4.4%	New
393	WA WESPAC Advisors Orinda, California	$5.43M	-$2.69M	2	5.04%	Reduced
394	Commerce Bank Kansas City, Missouri	$5.42M	+$108K	2	0.07%	Increased
395	OI Oakbrook Investments Lisle, Illinois	$5.4M	-$576K	3	0.34%	Reduced
396	H HoyleCohen San Diego, California	$5.39M	+$5.27M	1	1.06%	New
397	HVIA Hudson Valley Investment Advisors Goshen, New York	$5.39M	+$40.1K	2	1.33%	Increased
398	Curi RMB Capital Chicago, Illinois	$5.38M	+$1.82M	3	0.14%	Increased
399	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$5.38M	+$2.18M	2	0.51%	Increased
400	AMG National Trust Bank Greenwood Village, Colorado	$5.32M	$0	1	0.34%	Maintained