← 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	HT HAP Trading New York	$4.3M	+$4.32M	2	0.27%	Increased
402	WAM World Asset Management Detroit, Michigan	$4.29M	-$197K	3	0.26%	Reduced
403	CC Cipher Capital New York	$4.29M	+$645K	2	0.6%	Increased
404	VAS Valicenti Advisory Services Elmira, New York	$4.29M	-$971K	1	2.14%	Reduced
405	PP PagnatoKarp Partners Reston, Virginia	$4.29M	$0	1	0.91%	Maintained
406	Lazard Asset Management New York	$4.25M	-$25.9M	1	0.01%	Reduced
407	AMG National Trust Bank Greenwood Village, Colorado	$4.25M	$0	1	0.29%	Maintained
408	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$4.24M	+$303K	2	1.94%	Increased
409	First Allied Advisory Services San Diego, California	$4.23M	-$78.5K	3	0.17%	Reduced
410	RIM Reliant Investment Management Memphis, Tennessee	$4.14M	-$171K	1	4.17%	Reduced
411	PIP Peachtree Investment Partners Indian River Shores,, Florida	$4.11M	+$4.63M	2	4.66%	New
412	Allstate Corporation Northbrook, Illinois	$4.08M	+$4.61M	1	0.13%	New
413	FIM Freedom Investment Management Hartford, Connecticut	$4.08M	+$943K	3	0.32%	Increased
414	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$4.08M	-$406K	1	0.28%	Reduced
415	ICP Ironvine Capital Partners Omaha, Nebraska	$4.06M	+$742K	1	0.83%	Increased
416	First Merchants Corp Muncie, Indiana	$4M	+$115K	1	0.77%	Increased
417	OC Oakmont Corp Los Angeles, California	$3.98M	-$23.2M	1	0.63%	Reduced
418	UR USCA RIA Houston, Texas	$3.97M	-$15.9K	4	0.53%	Reduced
419	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.89M	-$319K	2	0.07%	Reduced
420	OCM Orser Capital Management Southlake, Texas	$3.86M	$0	2	4.45%	Maintained
421	WPIC White Pine Investment Company Livonia, Michigan	$3.81M	-$103K	1	2.04%	Reduced
422	BEAM Baker Ellis Asset Management Vancouver, Washington	$3.8M	+$55.2K	1	1.15%	Increased
423	KC Kepos Capital New York	$3.79M	+$4.01M	1	0.29%	New
424	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.72M	-$135K	4	0.09%	Reduced
425	Stephens Inc Little Rock, Arkansas	$3.71M	+$673K	4	0.11%	Increased