← 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	TF Talbot Financial Bellevue, Washington	$11.7M	+$361K	1	1.56%	Increased
402	NZS Capital Denver, Colorado	$11.7M	+$3.95M	1	0.48%	Increased
403	First Horizon Advisors Memphis, Tennessee	$11.6M	+$339K	4	0.36%	Increased
404	MKC M. Kraus & Co Shelburne, Vermont	$11.6M	-$9.66K	1	3.52%	Reduced
405	Ancora Advisors Cleveland, Ohio	$11.6M	-$411K	5	0.26%	Reduced
406	AssetMark Inc Concord, California	$11.6M	-$42.4K	3	0.04%	Reduced
407	Cresset Asset Management Chicago, Illinois	$11.5M	+$1.91M	5	0.06%	Increased
408	Capital Fund Management (CFM) Paris, France	$11.5M	+$1.2M	2	0.03%	Increased
409	Advisors Capital Management Ridgewood, New Jersey	$11.4M	+$271K	4	0.21%	Increased
410	Covea Finance Paris, France	$11.4M	-$8.37M	1	0.54%	Reduced
411	Element Capital Management New York	$11.2M	+$11.1M	1	7.4%	New
412	Aquatic Capital Management Chicago, Illinois	$11.2M	+$11M	4	0.37%	New
413	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$11.1M	+$8.48K	2	4.11%	Increased
414	Atria Wealth Solutions New York	$10.9M	-$1.6M	4	0.12%	Reduced
415	SIC Schwartz Investment Counsel Plymouth, Michigan	$10.9M	+$10.7M	1	0.4%	New
416	GCC Game Creek Capital Boston, Massachusetts	$10.8M	-$866K	1	5.19%	Reduced
417	Maryland State Retirement & Pension System Baltimore, Maryland	$10.8M	+$70.9K	4	0.22%	Increased
418	Scout Investments Kansas City, Missouri	$10.8M	-$8.27M	1	0.27%	Reduced
419	Vanguard Personalized Indexing Management Oakland, California	$10.8M	+$956K	4	0.23%	Increased
420	CDH Charles D. Hyman	$10.8M	$0	2	0.6%	Maintained
421	WTB Washington Trust Bank Spokane, Washington	$10.8M	+$573K	1	1.02%	Increased
422	AWAM Appian Way Asset Management New York	$10.7M	-$6.95M	1	2.79%	Reduced
423	Smith Salley Wealth Management Greensboro, North Carolina	$10.6M	-$2.92M	1	0.82%	Reduced
424	AP Appleton Partners Boston, Massachusetts	$10.5M	+$2.32M	1	0.81%	Increased
425	APSI Asset Planning Services Inc Covington, Louisiana	$10.4M	+$41.7K	2	5.82%	Increased