← 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	SouthState Corp Winter Haven, Florida	$13.7M	+$306K	2	0.94%	Increased
377	Vanguard Personalized Indexing Management Oakland, California	$13.6M	+$1.52M	5	0.22%	Increased
378	Hudson Bay Capital Management Stamford, Connecticut	$13.6M	+$5.37M	2	0.06%	Increased
379	MAA Matrix Asset Advisors White Plains, New York	$13.6M	-$191K	1	1.51%	Reduced
380	LCM LVM Capital Management Portage, Michigan	$13.6M	$0	1	1.54%	Maintained
381	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$13.3M	-$6.49M	6	0.01%	Reduced
382	HCM Huber Capital Management El Segundo, California	$13.3M	+$6.61M	1	2.68%	Increased
383	Davidson Kempner Capital Management New York	$13.2M	+$12.2M	1	0.27%	New
384	PCA Private Capital Advisors Darien, Connecticut	$13.2M	-$299K	2	1.45%	Reduced
385	TF Talbot Financial Bellevue, Washington	$13.2M	+$168K	1	1.61%	Increased
386	Oregon Public Employees Retirement Fund Tigard, Oregon	$13.1M	-$172K	4	0.25%	Reduced
387	Paradigm Capital Management Inc Albany, New York	$13.1M	$0	1	0.58%	Maintained
388	O'Shaughnessy Asset Management Stamford, Connecticut	$13.1M	+$1.85M	4	0.12%	Increased
389	Raymond James Trust St. Petersburg, Florida	$13.1M	+$473K	3	0.28%	Increased
390	AssetMark Inc Concord, California	$13M	+$679K	5	0.04%	Increased
391	SpiderRock Advisors Wilimington, Delaware	$13M	+$2.5M	3	0.21%	Increased
392	Graham Capital Management Rowayton, Connecticut	$13M	+$5.98M	2	0.22%	Increased
393	Quadrature Capital London, United Kingdom	$13M	-$22.4M	2	0.29%	Reduced
394	Intact Investment Management Montreal, Quebec, Canada	$13M	+$369K	2	0.43%	Increased
395	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$12.9M	-$951K	3	0.13%	Reduced
396	CCS Concentric Capital Strategies Stamford, Connecticut	$12.9M	-$2.25M	1	0.53%	Reduced
397	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$12.7M	+$17.8K	2	4.52%	Increased
398	SST S Squared Technology New York	$12.7M	$0	1	5.41%	Maintained
399	First Horizon Advisors Memphis, Tennessee	$12.6M	+$18.3K	3	0.35%	Increased
400	Smith Salley Wealth Management Greensboro, North Carolina	$12.6M	+$328K	1	0.83%	Increased