← 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	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$25.2M	-$265K	1	1.21%	Reduced
377	MLL Moody Lynn & Lieberson Boston, Massachusetts	$25.1M	+$2.68M	2	1.41%	Increased
378	Fjarde Ap-fonden Stockholm, Sweden	$25.1M	+$8.87M	1	0.14%	Increased
379	Oregon Public Employees Retirement Fund Tigard, Oregon	$24.9M	+$420K	5	0.33%	Increased
380	SCM Shapiro Capital Management Atlanta, Georgia	$24.7M	-$20.3M	1	1.55%	Reduced
381	SummitTX Capital Fort Worth, Texas	$24.7M	+$23.6M	5	0.77%	Increased
382	Capital Group Private Client Services Los Angeles, California	$24.5M	-$11M	1	0.41%	Reduced
383	EP Wealth Advisors Torrance, California	$24.4M	+$2.19M	3	0.12%	Increased
384	OWIM Old West Investment Management Los Angeles, California	$24.3M	+$17.8M	3	2.63%	Increased
385	GD Grandfield & Dodd New York	$23.9M	-$181K	1	1.35%	Reduced
386	AIA Group Hong Kong	$23.9M	+$11.5M	3	0.35%	Increased
387	Atria Investments Charlotte, North Carolina	$23.8M	+$369K	6	0.27%	Increased
388	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$23.7M	+$4.15M	7	0.8%	Increased
389	Capital Analysts LLC Fort Washington, Pennsylvania	$23.4M	-$1.07M	3	0.61%	Reduced
390	CCP Clough Capital Partners Boston, Massachusetts	$23.3M	-$6.27M	2	2.24%	Reduced
391	NP NS Partners London, United Kingdom	$23.2M	-$584K	1	1.04%	Reduced
392	Brinker Capital Investments Berwyn, Pennsylvania	$23.1M	-$733K	6	0.2%	Reduced
393	Kestra Private Wealth Services Austin, Texas	$23M	+$856K	7	0.28%	Increased
394	Atlantic Union Bankshares Glen Allen, Virginia	$22.8M	+$1.41M	9	0.44%	Increased
395	IEFM IQ EQ Fund Management Dublin 2, Ireland	$22.8M	-$1.23M	4	1.73%	Reduced
396	Rakuten Investment Management Tokyo, Japan	$22.8M	-$586K	2	0.05%	Reduced
397	GAI General American Investors New York	$22.7M	-$1.75M	1	1.49%	Reduced
398	Boothbay Fund Management New York	$22.7M	+$27.3M	4	0.29%	Increased
399	Exencial Wealth Advisors Oklahoma City, Oklahoma	$22.6M	-$5.22M	2	0.7%	Reduced
400	Adams Diversified Equity Fund Baltimore, Maryland	$22.6M	$0	1	0.8%	Maintained