← 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	AIA AGF Investments America Toronto, Ontario, Canada	$5.31M	+$140K	1	1.98%	Increased
402	UF Univest Financial Souderton, Pennsylvania	$5.3M	-$99K	1	2.13%	Reduced
403	Alphinity Investment Management Sydney, Australia	$5.3M	+$5.18M	1	4.75%	New
404	First Allied Advisory Services San Diego, California	$5.28M	-$398K	3	0.21%	Reduced
405	Creative Planning Overland Park, Kansas	$5.26M	-$1.31M	2	0.02%	Reduced
406	First Manhattan New York	$5.26M	+$157K	4	0.03%	Increased
407	William Blair & Company Chicago, Illinois	$5.25M	+$460K	3	0.04%	Increased
408	SAM Strategy Asset Managers Pasadena, California	$5.2M	+$300	1	1.02%	Increased
409	AWCI Alpine Woods Capital Investors Purchase, New York	$5.17M	$0	2	0.26%	Maintained
410	Two Sigma Investments New York	$5.15M	-$11.9M	2	0.02%	Reduced
411	Jacobs Levy Equity Management Florham Park, New Jersey	$5.11M	-$469K	1	0.09%	Reduced
412	RCP Rothschild Capital Partners New York	$5.1M	-$46.9K	1	2%	Reduced
413	CIBC Private Wealth Group Atlanta, Georgia	$5.04M	-$1.47M	2	0.02%	Reduced
414	GIA GHP Investment Advisors Denver, Colorado	$5M	-$41.7K	4	0.71%	Reduced
415	Pinnacle Associates New York	$4.99M	-$504K	2	0.1%	Reduced
416	AWW Alan W. Weber	$4.97M	$0	1	2.18%	Maintained
417	First Merchants Corp Muncie, Indiana	$4.94M	-$601K	1	0.84%	Reduced
418	ARTA A.R.T. Advisors New York	$4.94M	+$2.54M	2	0.22%	Increased
419	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$4.93M	-$1.05M	2	0.94%	Reduced
420	BEAM Baker Ellis Asset Management Vancouver, Washington	$4.92M	-$1.47M	1	1.24%	Reduced
421	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.9M	-$272K	2	0.07%	Reduced
422	MI Markston International White Plains, New York	$4.89M	-$859K	1	0.51%	Reduced
423	Thompson Siegel & Walmsley Richmond, Virginia	$4.89M	-$117K	1	0.06%	Reduced
424	Parallax Volatility Advisers San Francisco, California	$4.88M	+$4.78M	4	0.01%	Increased
425	Nuveen Charlotte, North Carolina	$4.82M	+$1.29M	3	0.03%	Increased