← 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	CC Cognios Capital Leawood, Kansas	$4.4M	-$720K	2	1.46%	Reduced
402	Jane Street New York	$4.4M	+$901K	3	0.02%	Increased
403	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$4.4M	+$2.65M	4	0.11%	Increased
404	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.35M	+$510K	1	0.57%	Increased
405	UF Univest Financial Souderton, Pennsylvania	$4.32M	+$68K	1	1.89%	Increased
406	CPIM Columbia Partners Investment Management Alexandria, Virginia	$4.18M	-$1.64M	1	0.53%	Reduced
407	CDH Charles D. Hyman	$4.16M	+$458K	2	0.55%	Increased
408	NA Navellier & Associates Reno, Nevada	$4.15M	-$312K	1	0.61%	Reduced
409	AMG National Trust Bank Greenwood Village, Colorado	$4.12M	-$16.6K	1	0.32%	Reduced
410	Magnetar Financial Evanston, Illinois	$4.09M	+$4.08M	2	0.06%	New
411	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.08M	+$109K	2	1.14%	Increased
412	AWCI Alpine Woods Capital Investors Purchase, New York	$4.05M	-$15.4M	2	0.22%	Reduced
413	William Blair & Company Chicago, Illinois	$4.05M	+$140K	2	0.03%	Increased
414	EI EAM Investors Solana Beach, California	$4.04M	-$2.71M	1	0.64%	Reduced
415	Swiss Life Asset Management Zurich,	$4.02M	-$624K	2	0.11%	Reduced
416	SW SVB Wealth Boston, Massachusetts	$4.01M	-$402K	2	0.16%	Reduced
417	Thompson Siegel & Walmsley Richmond, Virginia	$3.93M	-$50.8K	1	0.05%	Reduced
418	Janus Henderson Group London,	$3.87M	-$3M	2	0.03%	Reduced
419	CG Clinton Group New York	$3.86M	-$9.23M	2	0.22%	Reduced
420	RIM Rainier Investment Management Seattle, Washington	$3.86M	+$3.85M	2	0.42%	New
421	Allstate Corporation Northbrook, Illinois	$3.83M	-$8.64M	1	0.23%	Reduced
422	RIM Reliant Investment Management Memphis, Tennessee	$3.82M	-$71.1K	1	2.98%	Reduced
423	AIA AGF Investments America Toronto, Ontario, Canada	$3.81M	+$66.5K	1	1.57%	Increased
424	IFP Advisors Tampa, Florida	$3.81M	-$337K	6	0.17%	Reduced
425	Lido Advisors Los Angeles, California	$3.76M	+$716K	2	1.04%	Increased