← 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	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.57M	-$198K	2	0.16%	Reduced
402	Pinnacle Associates New York	$3.52M	+$2.65M	1	0.07%	Increased
403	First Manhattan New York	$3.49M	-$3.64K	2	0.02%	Reduced
404	William Blair & Company Chicago, Illinois	$3.48M	-$189K	3	0.03%	Reduced
405	BUB BBVA USA Bancshares Houston, Texas	$3.46M	-$228K	1	0.25%	Reduced
406	AL Airain Ltd St. Peter Port, Guernsey	$3.41M	+$3.31M	1	0.2%	New
407	Marshall Wace London, United Kingdom	$3.41M	+$242K	1	0.02%	Increased
408	Fuller & Thaler Asset Management San Mateo, California	$3.4M	+$7.74K	2	0.06%	Increased
409	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.38M	-$1.34M	3	0.07%	Reduced
410	LPL Financial San Diego, California	$3.38M	+$14.3K	2	0.03%	Increased
411	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$3.38M	+$10.8K	1	0.5%	Increased
412	SW SVB Wealth Boston, Massachusetts	$3.37M	-$120K	2	0.14%	Reduced
413	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.37M	+$31.4K	4	0.17%	Increased
414	HMS Hanseatic Management Services Albuquerque, New Mexico	$3.36M	+$455K	1	1.2%	Increased
415	AIA AGF Investments America Toronto, Ontario, Canada	$3.33M	+$12.1K	1	1.44%	Increased
416	AMI Amica Mutual Insurance Providence, Rhode Island	$3.32M	$0	2	0.31%	Maintained
417	Central Trust Company Jefferson City, Missouri	$3.31M	+$583K	3	0.24%	Increased
418	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$3.27M	-$231K	2	0.44%	Reduced
419	MA Marshwinds Advisory St Simons Island, Georgia	$3.25M	-$13.6K	1	1.59%	Reduced
420	RIM Reliant Investment Management Memphis, Tennessee	$3.25M	+$8.88K	1	2.84%	Increased
421	Creative Planning Overland Park, Kansas	$3.24M	-$1.05M	7	0.02%	Reduced
422	WA Wheatland Advisors Lancaster, Pennsylvania	$3.23M	+$178	1	3.04%	Increased
423	GCP GSA Capital Partners London, United Kingdom	$3.23M	+$1.63M	3	0.17%	Increased
424	Cubist Systematic Strategies Stamford, Connecticut	$3.22M	+$2.32M	3	0.21%	Increased
425	LOAMU Lombard Odier Asset Management (USA) New York	$3.22M	+$1.53M	1	0.3%	Increased