← 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	TCM Telos Capital Management San Diego, California	$15.4M	+$134K	2	1.57%	Increased
402	Horizon Investments Charlotte, North Carolina	$15.4M	+$9.31M	4	0.24%	Increased
403	Sit Investment Associates Minneapolis, Minnesota	$15.3M	+$4.6M	3	0.33%	Increased
404	GECH Garnet Equity Capital Holdings New York	$15.1M	+$2.72M	1	3.58%	Increased
405	ING Group Amsterdam, Netherlands	$15.1M	-$1.63M	2	0.09%	Reduced
406	Burney Company Reston, Virginia	$15M	-$1.28M	2	0.51%	Reduced
407	Envestnet Portfolio Solutions Chicago, Illinois	$15M	-$676K	4	0.06%	Reduced
408	JA JLB & Associates Plymouth, Michigan	$14.9M	+$67.3K	1	2.08%	Increased
409	Glenmede Investment Management Philadelphia, Pennsylvania	$14.9M	+$14M	5	0.08%	New
410	RIA RPG Investment Advisory Pleasanton, California	$14.9M	-$13.4M	2	1.85%	Reduced
411	IFM Investors Melbourne, Australia	$14.6M	+$822K	3	0.14%	Increased
412	Hudson Bay Capital Management Stamford, Connecticut	$14.5M	+$3.83M	3	0.05%	Increased
413	Atalanta Sosnoff Capital New York	$14.5M	-$3.96M	2	0.29%	Reduced
414	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$14.4M	-$155K	5	0.26%	Reduced
415	FMI F/M Investments Washington, District of Columbia	$14.4M	+$48.2K	1	0.52%	Increased
416	NewEdge Wealth Pittsburgh, Pennsylvania	$14.3M	+$3.06M	5	0.22%	Increased
417	Kornitzer Capital Management Shawnee Mission, Kansas	$14.3M	+$1.22M	4	0.29%	Increased
418	MIM Marco Investment Management Atlanta, Georgia	$14.2M	+$163K	2	1.18%	Increased
419	UF Univest Financial Souderton, Pennsylvania	$14.1M	+$177K	1	0.85%	Increased
420	Soros Fund Management New York	$14M	-$8.51M	1	0.18%	Reduced
421	WTB Washington Trust Bank Spokane, Washington	$13.9M	+$562K	1	1.17%	Increased
422	MAA Matrix Asset Advisors White Plains, New York	$13.9M	-$253K	1	1.4%	Reduced
423	SCM SKBA Capital Management San Francisco, California	$13.8M	+$3.32M	1	1.99%	Increased
424	Axa Paris, France	$13.8M	+$7.75M	4	0.04%	Increased
425	Badgley Phelps Wealth Managers Seattle, Washington	$13.7M	+$568K	2	0.3%	Increased