← 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	ETrade Capital Management Arlington, Virginia	$2.85M	+$79K	2	0.18%	Increased
402	TAM THB Asset Management Norwalk, Connecticut	$2.81M	-$684K	1	0.28%	Reduced
403	Kentucky Retirement Systems Frankfort, Kentucky	$2.76M	-$20.9K	2	0.24%	Reduced
404	SIM Spark Investment Management New York	$2.74M	+$1.45M	2	0.36%	Increased
405	SGA Strategic Global Advisors Newport Beach, California	$2.71M	+$1.79M	1	1.3%	Increased
406	WA Wheatland Advisors Lancaster, Pennsylvania	$2.71M	+$156	1	2.94%	Increased
407	Grimes & Company Westborough, Massachusetts	$2.63M	+$171K	1	0.34%	Increased
408	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.63M	-$415K	1	3.14%	Reduced
409	MA Marshwinds Advisory St Simons Island, Georgia	$2.61M	-$46.1K	1	1.4%	Reduced
410	AMI Amica Mutual Insurance Providence, Rhode Island	$2.59M	-$784K	2	0.25%	Reduced
411	IAM Impala Asset Management Palm Beach, Florida	$2.55M	+$2.58M	1	0.15%	New
412	WIM Wilen Investment Management Bonita Springs, Florida	$2.55M	-$35.2K	1	1.82%	Reduced
413	Churchill Management Los Angeles, California	$2.53M	-$141K	1	0.2%	Reduced
414	RG Renaissance Group Covington, Kentucky	$2.52M	-$15.1K	1	0.1%	Reduced
415	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.52M	-$2.06M	1	0.35%	Reduced
416	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2.5M	-$22.5K	2	0.55%	Reduced
417	Fort Washington Investment Advisors Cincinnati, Ohio	$2.46M	+$2.63M	1	0.05%	New
418	CIM Cambria Investment Management Manhattan Beach, California	$2.43M	-$617K	1	0.94%	Reduced
419	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$2.41M	-$78.4K	1	1.92%	Reduced
420	William Blair & Company Chicago, Illinois	$2.4M	-$37.8K	2	0.02%	Reduced
421	TCW Group Los Angeles, California	$2.37M	-$50.3K	1	0.02%	Reduced
422	DCM Dupont Capital Management Wilmington, Delaware	$2.36M	-$1.02M	1	0.06%	Reduced
423	ECM Estabrook Capital Management New York	$2.34M	$0	2	0.34%	Maintained
424	Fifth Third Bancorp Cincinnati, Ohio	$2.32M	-$683K	3	0.02%	Reduced
425	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.31M	-$305K	4	0.18%	Reduced