← 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	First Merchants Corp Muncie, Indiana	$5.16M	-$354K	1	0.89%	Reduced
402	Pinnacle Associates New York	$5.12M	+$163K	2	0.09%	Increased
403	Capital Guardian Trust Los Angeles, California	$5.12M	-$19.9K	1	0.09%	Reduced
404	CDH Charles D. Hyman	$5.11M	+$13.5K	2	0.63%	Increased
405	SCM SG Capital Management Chicago, Illinois	$5.07M	-$11.3M	1	0.55%	Reduced
406	UF Univest Financial Souderton, Pennsylvania	$5.02M	-$71.4K	1	2.12%	Reduced
407	AMG National Trust Bank Greenwood Village, Colorado	$4.98M	$0	1	0.34%	Maintained
408	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.98M	+$70.6K	2	1.29%	Increased
409	Commerce Bank Kansas City, Missouri	$4.97M	-$610K	2	0.07%	Reduced
410	Fuller & Thaler Asset Management San Mateo, California	$4.96M	-$1.09M	2	0.06%	Reduced
411	Norinchukin Bank Tokyo, Japan	$4.95M	+$323K	2	0.1%	Increased
412	SAM Strategy Asset Managers Pasadena, California	$4.87M	-$2.68M	1	1%	Reduced
413	Glenmede Trust Philadelphia, Pennsylvania	$4.85M	-$1.5M	5	0.02%	Reduced
414	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.84M	-$270K	2	0.08%	Reduced
415	AIA AGF Investments America Toronto, Ontario, Canada	$4.84M	+$56.3K	1	1.85%	Increased
416	LIA LS Investment Advisors Bloomfield Hills, Michigan	$4.83M	-$169K	4	0.29%	Reduced
417	IFP Advisors Tampa, Florida	$4.83M	-$42.2K	6	0.19%	Reduced
418	RCP Rothschild Capital Partners New York	$4.83M	-$2.33M	1	2.08%	Reduced
419	AWCI Alpine Woods Capital Investors Purchase, New York	$4.82M	$0	2	0.25%	Maintained
420	First Manhattan New York	$4.79M	+$390K	4	0.03%	Increased
421	O'Shaughnessy Asset Management Stamford, Connecticut	$4.75M	-$1.9M	3	0.11%	Reduced
422	Bridgeway Capital Management Houston, Texas	$4.7M	-$26.9K	2	0.05%	Reduced
423	Thompson Siegel & Walmsley Richmond, Virginia	$4.7M	-$47.1K	1	0.06%	Reduced
424	GIA GHP Investment Advisors Denver, Colorado	$4.6M	+$50.9K	4	0.7%	Increased
425	Candriam SCA Strassen, Luxembourg, Luxembourg	$4.58M	+$395K	1	0.08%	Increased