← 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	HRT Financial New York	$11.6M	-$2.99M	3	0.14%	Reduced
377	CAC Core Alternative Capital Peachtree Corners, Georgia	$11.6M	-$51.9K	3	1.55%	Reduced
378	Commerce Bank Kansas City, Missouri	$11.6M	+$129K	3	0.09%	Increased
379	Daiwa Securities Group Tokyo, Japan	$11.5M	-$2.38M	3	0.08%	Reduced
380	TCM Telos Capital Management San Diego, California	$11.5M	+$261K	2	1.61%	Increased
381	Badgley Phelps Wealth Managers Seattle, Washington	$11.4M	+$105K	1	0.42%	Increased
382	MCM Mill Capital Management Concord, North Carolina	$11.3M	+$168K	1	1.15%	Increased
383	DAC Dividend Assets Capital Ridgeland, South Carolina	$11.3M	$0	2	2.4%	Maintained
384	SouthState Corp Winter Haven, Florida	$11.3M	-$34.1K	2	1.04%	Reduced
385	LI LMCG Investments Boston, Massachusetts	$11.2M	-$268K	1	0.75%	Reduced
386	DCM Dupont Capital Management Wilmington, Delaware	$11.2M	+$7.53M	1	0.53%	Increased
387	SCA Snowden Capital Advisors New York	$10.9M	+$109K	4	0.42%	Increased
388	WBC Westpac Banking Corp Sydney, Australia	$10.9M	-$2.78M	3	0.15%	Reduced
389	Maryland State Retirement & Pension System Baltimore, Maryland	$10.8M	-$25.3K	4	0.24%	Reduced
390	GD Grandfield & Dodd New York	$10.7M	+$128K	1	0.75%	Increased
391	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.6M	+$710K	3	0.19%	Increased
392	PFS Investments Duluth, Georgia	$10.6M	+$495K	4	0.18%	Increased
393	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.5M	-$16.4K	3	0.36%	Reduced
394	SAM Securian Asset Management St Paul, Minnesota	$10.5M	+$23.7K	3	0.28%	Increased
395	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$10.5M	+$5.49M	2	0.36%	Increased
396	AP Atwood & Palmer Kansas City, Missouri	$10.5M	-$12.5M	3	0.98%	Reduced
397	MKC M. Kraus & Co Shelburne, Vermont	$10.4M	-$6.54K	1	3.68%	Reduced
398	CDH Charles D. Hyman	$10.4M	+$16.2K	2	0.7%	Increased
399	MN Services Vermogensbeheer The Hague, Netherlands	$10.4M	+$297K	1	0.11%	Increased
400	TF Talbot Financial Bellevue, Washington	$10.4M	+$129K	1	1.93%	Increased