← 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	Quadrature Capital London, United Kingdom	$14.9M	+$7.97M	3	0.33%	Increased
377	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$14.9M	-$750K	1	0.05%	Reduced
378	GAI General American Investors New York	$14.8M	$0	1	1.08%	Maintained
379	Cullen/Frost Bankers San Antonio, Texas	$14.7M	-$102K	3	0.21%	Reduced
380	FMI F/M Investments Washington, District of Columbia	$14.7M	-$222K	1	0.58%	Reduced
381	Covea Finance Paris, France	$14.4M	+$3.76M	1	0.66%	Increased
382	NI Nuance Investments Kansas City, Missouri	$14.3M	-$29.9M	1	0.94%	Reduced
383	GAMCO Investors Greenwich, Connecticut	$14.3M	-$541K	3	0.16%	Reduced
384	AssetMark Inc Concord, California	$14.3M	+$1.14M	6	0.04%	Increased
385	RCW Rheos Capital Works Tokyo, Japan	$14.1M	+$6.29M	1	1.15%	Increased
386	KLP Kapitalforvaltning Oslo, Norway	$14M	+$84.4K	4	0.07%	Increased
387	Burney Company Reston, Virginia	$14M	-$281K	2	0.51%	Reduced
388	SAM Scopus Asset Management New York	$14M	-$1.3M	2	0.28%	Reduced
389	Huntington National Bank Columbus, Ohio	$13.8M	-$1.61M	5	0.1%	Reduced
390	CCM Candelo Capital Management New York	$13.7M	+$13.3M	2	11.8%	New
391	CTI Community Trust & Investment Versailles, Kentucky	$13.7M	+$117K	1	0.87%	Increased
392	Envestnet Portfolio Solutions Chicago, Illinois	$13.6M	-$4.59M	3	0.05%	Reduced
393	Kestra Private Wealth Services Austin, Texas	$13.5M	+$533K	5	0.23%	Increased
394	Panagora Asset Management Boston, Massachusetts	$13.5M	-$2.48M	3	0.07%	Reduced
395	Fjarde Ap-fonden Stockholm, Sweden	$13.5M	+$3.47M	1	0.16%	Increased
396	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$13.4M	-$770K	4	0.2%	Reduced
397	CIBC World Market Toronto, Ontario, Canada	$13.3M	+$2.74M	3	0.03%	Increased
398	WPI Walter Public Investments Westmount, Canada	$13.2M	+$699K	1	2.47%	Increased
399	MIM Marco Investment Management Atlanta, Georgia	$13.2M	-$68.9K	2	1.22%	Reduced
400	AP Atwood & Palmer Kansas City, Missouri	$13.2M	+$217K	3	0.92%	Increased