← 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	PTC Private Trust Company Cleveland, Ohio	$8.48M	+$1.25M	3	1.64%	Increased
402	BCM BTC Capital Management Des Moines, Iowa	$8.45M	-$3.06M	2	1.18%	Reduced
403	Creative Planning Overland Park, Kansas	$8.43M	+$551K	3	0.02%	Increased
404	Heard Capital LLC Chicago, Illinois	$8.41M	-$8.79M	3	3.46%	Reduced
405	Whittier Trust South Pasadena, California	$8.37M	-$137K	4	0.2%	Reduced
406	DAM Deltec Asset Management New York	$8.37M	$0	1	1.5%	Maintained
407	Steward Partners Investment Advisory New York	$8.34M	-$1.64M	5	0.21%	Reduced
408	Wolverine Trading Chicago, Illinois	$8.25M	+$5.77M	3	0.02%	Increased
409	Perpetual Ltd Sydney, New South Wales, Australia	$8.19M	-$3.67M	3	0.59%	Reduced
410	JCM Janney Capital Management Pittsburgh, Pennsylvania	$8.14M	+$1.99M	2	0.56%	Increased
411	Norinchukin Bank Tokyo, Japan	$8.14M	+$113K	3	0.13%	Increased
412	BPB Badgley, Phelps & Bell Seattle, Washington	$8.09M	+$96.5K	1	0.4%	Increased
413	SG Americas Securities New York	$8.03M	-$3.08M	5	0.05%	Reduced
414	Crossmark Global Holdings Houston, Texas	$7.95M	+$407K	3	0.22%	Increased
415	First Horizon Advisors Memphis, Tennessee	$7.94M	-$116K	3	0.6%	Reduced
416	FineMark National Bank & Trust Fort Myers, Florida	$7.93M	+$220K	2	0.38%	Increased
417	KCP KDI Capital Partners Raleigh, North Carolina	$7.92M	-$509K	1	3.95%	Reduced
418	IP Interval Partners New York	$7.87M	+$2.57M	1	0.44%	Increased
419	Johnson Investment Counsel Cincinnati, Ohio	$7.87M	-$232K	2	0.15%	Reduced
420	Daiwa Securities Group Tokyo, Japan	$7.85M	-$316K	3	0.07%	Reduced
421	Citizens Financial Group Providence, Rhode Island	$7.78M	-$96.4K	2	0.5%	Reduced
422	Clifford Swan Investment Counsel Pasadena, California	$7.75M	+$1.7K	2	0.37%	Increased
423	Cannell & Spears New York	$7.59M	+$403K	2	0.72%	Increased
424	SLG Stanley-Laman Group Berwyn, Pennsylvania	$7.59M	-$85.9K	3	1.68%	Reduced
425	CWM CCG Wealth Management San Diego, California	$7.59M	-$852K	1	7.11%	Reduced