← 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	KCP KDI Capital Partners Raleigh, North Carolina	$6.08M	+$265K	1	2.14%	Increased
377	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$6.07M	-$293K	1	1.85%	Reduced
378	Commerce Bank Kansas City, Missouri	$6.01M	-$402K	2	0.07%	Reduced
379	PTC Private Trust Company Cleveland, Ohio	$5.93M	-$8.46K	1	1.23%	Reduced
380	Baker Avenue Asset Management San Francisco, California	$5.87M	+$1.08M	1	0.48%	Increased
381	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$5.86M	-$321K	2	1.74%	Reduced
382	H HoyleCohen San Diego, California	$5.79M	+$3.63M	1	1.02%	Increased
383	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.79M	+$208K	4	0.1%	Increased
384	NCM Narwhal Capital Management Marietta, Georgia	$5.76M	$0	1	1.25%	Maintained
385	IAM Integre Asset Management New York	$5.69M	-$492K	2	3.44%	Reduced
386	FIM Freedom Investment Management Hartford, Connecticut	$5.69M	+$1.01M	4	0.46%	Increased
387	BCM BTC Capital Management Des Moines, Iowa	$5.66M	+$2.3M	1	0.9%	Increased
388	Mercer Global Advisors Denver, Colorado	$5.62M	+$5.63M	2	0.2%	New
389	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$5.61M	+$2.23M	1	1.64%	Increased
390	Oppenheimer Asset Management New York	$5.59M	+$33.2K	4	0.13%	Increased
391	CDH Charles D. Hyman	$5.55M	+$536K	2	0.57%	Increased
392	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$5.53M	-$249K	1	0.04%	Reduced
393	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$5.53M	-$1.32M	1	2.43%	Reduced
394	Kennedy Capital Management St Louis, Missouri	$5.52M	-$1.43M	1	0.13%	Reduced
395	RIA RPG Investment Advisory Pleasanton, California	$5.35M	+$289K	1	1.25%	Increased
396	RIG Roosevelt Investment Group New York	$5.22M	-$5.66M	1	0.65%	Reduced
397	TPCM Three Peaks Capital Management Castle Rock, Colorado	$5.21M	-$572K	2	1.53%	Reduced
398	WSCM Wellington Shields Capital Management New York	$5.18M	-$139K	2	0.88%	Reduced
399	DA Duality Advisers Miami, Florida	$5.17M	+$2.71M	2	0.31%	Increased
400	WAM World Asset Management Detroit, Michigan	$5.15M	+$310K	3	0.26%	Increased