← 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
401	MA Marshwinds Advisory St Simons Island, Georgia	$2.22M	$0	1	1.07%	Maintained
402	Cubist Systematic Strategies Stamford, Connecticut	$2.2M	+$2.18M	2	0.13%	New
403	William Blair & Company Chicago, Illinois	$2.17M	+$7.8K	2	0%	Increased
404	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.17M	$0	1	0.08%	Maintained
405	Churchill Management Los Angeles, California	$2.12M	-$92.1K	1	0.1%	Reduced
406	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.12M	-$426K	2	0.05%	Reduced
407	CAM Carret Asset Management New York	$2.08M	-$85.7K	1	0.4%	Reduced
408	AMG National Trust Bank Greenwood Village, Colorado	$2.07M	$0	1	0.21%	Maintained
409	Ladenburg Thalmann Financial Services Miami, Florida	$2.06M	-$9.43K	5	0.06%	Reduced
410	IAM ICM Asset Management Spokane, Washington	$2.06M	-$41.5K	1	1.94%	Reduced
411	LMAM Legg Mason Asset Management Tokyo, Japan	$2.01M	-$181K	1	1.27%	Reduced
412	Creative Planning Overland Park, Kansas	$2M	+$46.7K	4	0.03%	Increased
413	M&T Bank Buffalo, New York	$1.99M	+$74.5K	3	0.08%	Increased
414	SCM Stux Capital Management New York	$1.99M	-$864K	1	0.26%	Reduced
415	BNP Paribas Asset Management Paris, France	$1.93M	+$584K	2	0.01%	Increased
416	CIS Connors Investor Services Wyomissing, Pennsylvania	$1.92M	-$17.7K	1	0.46%	Reduced
417	GCP GSA Capital Partners London, United Kingdom	$1.91M	+$1.24M	2	0.09%	Increased
418	NFGCM Norman Fields Gottscho Capital Management New York	$1.91M	$0	1	1.22%	Maintained
419	PRCM Pine River Capital Management Minnetonka, Minnesota	$1.9M	+$1.35M	1	0.03%	Increased
420	JP Morgan Private Wealth Advisors San Francisco, California	$1.88M	+$599K	2	0.03%	Increased
421	EP Edgestream Partners Princeton, New Jersey	$1.88M	+$315K	1	1.2%	Increased
422	BA Bridgewater Advisors New York	$1.88M	-$60.4K	1	1.57%	Reduced
423	First Allied Advisory Services San Diego, California	$1.82M	-$142K	3	0.13%	Reduced
424	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.82M	-$134K	2	0.09%	Reduced
425	ETrade Capital Management Arlington, Virginia	$1.82M	+$307K	2	0.12%	Increased